Aesplacement
Client Service Administrator - Financial Firm - Prospect, KY
Aesplacement, Topeka, Kansas, United States
Location:
Prospect, KY Job Id:
3710 # of Openings:
1 Client Services Administrator
Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing exceptional administrative support, we want to talk to you! Our fast-paced financial firm, Family Wealth Strategies in
Prospect, KY , is seeking to add a Client Service Representative to our team. The ideal candidate will have a desire to work in the financial industry long-term and contribute to our business growth. Job Description:
This position involves preparing new business, servicing the existing client base with all service requests (including beneficiary changes, withdrawals, client service calls, database management, and appointment preparation). Responsibilities also include preparing the main advisor for review meetings and preparing issued accounts for delivery. Key Skills:
Strong organizational skills Attention to detail and accuracy Proactive management style and consistent follow-through Financial industry experience required 2+ years working alongside a Financial Advisor in a fast-paced office environment (preferred) Experience with MS Office Suite and ability to learn new software quickly CRM experience Responsibilities:
The Client Service Representative will be expected to follow through consistently, build relationships with prospects and clients, and assist in preparing the Advisor for client appointments. Daily, weekly, and monthly tasks may include: Receiving incoming client service calls in a friendly manner Completing service requests and resolving client issues Processing applications submitted by the Advisor Preparing client review summaries for upcoming appointments Maintaining professional communication with clients and staff Assisting with client updates, reports, and mailings Setting client appointments Compensation & Benefits:
Salary: $40,000 - $50,000 Health Insurance 401(k) PTO Hours:
Presented by Advisor Employee Services. Thank you for your interest in the Client Service Administrator role. Advisor Employee Services, based in Lenexa, Kansas, represents the top 1% of financial advisors nationwide. Visit our website at
https://aesplacement.com/
to learn more. We are not a staffing firm but a reputable consulting firm that helps established financial advisors find the right personnel. If you believe you have the skills for this role, please apply today!
#J-18808-Ljbffr
Prospect, KY Job Id:
3710 # of Openings:
1 Client Services Administrator
Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing exceptional administrative support, we want to talk to you! Our fast-paced financial firm, Family Wealth Strategies in
Prospect, KY , is seeking to add a Client Service Representative to our team. The ideal candidate will have a desire to work in the financial industry long-term and contribute to our business growth. Job Description:
This position involves preparing new business, servicing the existing client base with all service requests (including beneficiary changes, withdrawals, client service calls, database management, and appointment preparation). Responsibilities also include preparing the main advisor for review meetings and preparing issued accounts for delivery. Key Skills:
Strong organizational skills Attention to detail and accuracy Proactive management style and consistent follow-through Financial industry experience required 2+ years working alongside a Financial Advisor in a fast-paced office environment (preferred) Experience with MS Office Suite and ability to learn new software quickly CRM experience Responsibilities:
The Client Service Representative will be expected to follow through consistently, build relationships with prospects and clients, and assist in preparing the Advisor for client appointments. Daily, weekly, and monthly tasks may include: Receiving incoming client service calls in a friendly manner Completing service requests and resolving client issues Processing applications submitted by the Advisor Preparing client review summaries for upcoming appointments Maintaining professional communication with clients and staff Assisting with client updates, reports, and mailings Setting client appointments Compensation & Benefits:
Salary: $40,000 - $50,000 Health Insurance 401(k) PTO Hours:
Presented by Advisor Employee Services. Thank you for your interest in the Client Service Administrator role. Advisor Employee Services, based in Lenexa, Kansas, represents the top 1% of financial advisors nationwide. Visit our website at
https://aesplacement.com/
to learn more. We are not a staffing firm but a reputable consulting firm that helps established financial advisors find the right personnel. If you believe you have the skills for this role, please apply today!
#J-18808-Ljbffr