Advisor Employee Services
Client Service Administrator - Financial Firm - Prospect, KY
Advisor Employee Services, Prospect, Kentucky, United States, 40059
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Client Service Administrator - Financial Firm - Prospect, KY
role at
Advisor Employee Services The
Client Services Administrator
will 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 for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business. Job Description:
This position is required to prepare new business and help service the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation. Key Skills: Strong organizational skills Excellent communication; written and verbal Attention to detail and accuracy Proactive management style and consistent follow-through Minimum Requirements: Associate degree preferred Financial Industry experience required 2+ years working alongside a Financial Advisor in a fast-paced office environment preferred Experience with MS Office Suite and the ability to learn new software quickly CRM experience Responsibilities: Receive incoming client service calls in a friendly manner Complete each service request and resolve client issues Complete and process all applications for business submitted by Advisor Prepare client review summary for upcoming appointments Maintain professional communication with clients and staff Assist with client updates, reports, and mailings Assist in setting client appointments Salary: $40,000-$50,000 Benefits: Health Insurance 401k PTO Hours: Monday - Friday: 8:30 am – 5:00 pm Thank you for your interest in the Client Service Administrator role. 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.
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Client Service Administrator - Financial Firm - Prospect, KY
role at
Advisor Employee Services The
Client Services Administrator
will 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 for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business. Job Description:
This position is required to prepare new business and help service the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation. Key Skills: Strong organizational skills Excellent communication; written and verbal Attention to detail and accuracy Proactive management style and consistent follow-through Minimum Requirements: Associate degree preferred Financial Industry experience required 2+ years working alongside a Financial Advisor in a fast-paced office environment preferred Experience with MS Office Suite and the ability to learn new software quickly CRM experience Responsibilities: Receive incoming client service calls in a friendly manner Complete each service request and resolve client issues Complete and process all applications for business submitted by Advisor Prepare client review summary for upcoming appointments Maintain professional communication with clients and staff Assist with client updates, reports, and mailings Assist in setting client appointments Salary: $40,000-$50,000 Benefits: Health Insurance 401k PTO Hours: Monday - Friday: 8:30 am – 5:00 pm Thank you for your interest in the Client Service Administrator role. 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.
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