Advisor Employee Services
Client Service Administrator - Jacksonville, FL
Advisor Employee Services, Jacksonville, Florida, United States, 32290
Overview
Join to apply for the
Client Service Administrator - Jacksonville, FL
role at
Advisor Employee Services . Location: Jacksonville, FL Base pay range
$20.00/hr - $24.00/hr Responsibilities
Connect with prospects and clients to craft personalized and remarkable experiences Respond to client service communications; newsletters, appointment reminders, and special occasion messages Prepare advisor for client meetings Complete client service paperwork Track and report on internal advisors production Complete each service request and resolve client issues Maintain professional communication with clients and staff Execute targeted marketing campaigns utilizing Snappy Kraken Maintain client notes in Redtail CRM Minimum requirements
Associates Degree preferred Must be able to work in a fast-paced office environment Experience with MS Office Suite and the ability to learn new software quickly Redtail CRM experience is a plus Key skills
Provide outstanding client service Strong organizational skills Excellent written and verbal communication Attention to detail and accuracy Proactive management style and consistent follow-through Benefits
PTO Paid holidays Monthly stipend towards health insurance 401k plan Discretionary year end bonus based on company revenue Hours
8:30am-5:00pm, Monday-Friday Some evenings may be required for client events Presented by
Advisor Employee Services Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided at https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today! #J-18808-Ljbffr
Join to apply for the
Client Service Administrator - Jacksonville, FL
role at
Advisor Employee Services . Location: Jacksonville, FL Base pay range
$20.00/hr - $24.00/hr Responsibilities
Connect with prospects and clients to craft personalized and remarkable experiences Respond to client service communications; newsletters, appointment reminders, and special occasion messages Prepare advisor for client meetings Complete client service paperwork Track and report on internal advisors production Complete each service request and resolve client issues Maintain professional communication with clients and staff Execute targeted marketing campaigns utilizing Snappy Kraken Maintain client notes in Redtail CRM Minimum requirements
Associates Degree preferred Must be able to work in a fast-paced office environment Experience with MS Office Suite and the ability to learn new software quickly Redtail CRM experience is a plus Key skills
Provide outstanding client service Strong organizational skills Excellent written and verbal communication Attention to detail and accuracy Proactive management style and consistent follow-through Benefits
PTO Paid holidays Monthly stipend towards health insurance 401k plan Discretionary year end bonus based on company revenue Hours
8:30am-5:00pm, Monday-Friday Some evenings may be required for client events Presented by
Advisor Employee Services Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided at https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today! #J-18808-Ljbffr