Advisor Employee Services
Client Service Administrator - Financial Firm - Leo, IN
Advisor Employee Services, Leo, South Carolina, United States
Overview
Client Service Administrator - Financial Firm - Leo, IN. The role services the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation including updating client account summaries for review meetings and preparing issued accounts for delivery.
Responsibilities
Receive incoming client service calls in a friendly manner
Complete each service request and resolve client issues
Input notes into CRM and keep updated
Coordinate and follow up on each client transfer
Review application prior to submission
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
Minimum Requirements
Bachelor’s Degree preferred
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
Key Skills
Strong organizational skills
Excellent communication; written and verbal
Attention to detail and accuracy
Proactive management style and consistent follow-through
Salary $40,000-$70,000 BOE
Benefits
Health Insurance
401 K
PTO
Hours
Monday - Friday: 8:00 am - 5:00 pm
Presented by Advisor Employee Services
Lenexa, Kansas. https://aesplacement.com/
#J-18808-Ljbffr
Responsibilities
Receive incoming client service calls in a friendly manner
Complete each service request and resolve client issues
Input notes into CRM and keep updated
Coordinate and follow up on each client transfer
Review application prior to submission
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
Minimum Requirements
Bachelor’s Degree preferred
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
Key Skills
Strong organizational skills
Excellent communication; written and verbal
Attention to detail and accuracy
Proactive management style and consistent follow-through
Salary $40,000-$70,000 BOE
Benefits
Health Insurance
401 K
PTO
Hours
Monday - Friday: 8:00 am - 5:00 pm
Presented by Advisor Employee Services
Lenexa, Kansas. https://aesplacement.com/
#J-18808-Ljbffr