Advisor Employee Services
Client Success Administrator - The Villages, FL
Advisor Employee Services, The Villages, Florida, United States, 32162
Client Success Administrator - The Villages, FL
Join to apply for the
Client Success Administrator - The Villages, FL
role at
Advisor Employee Services Client Success Administrator - The Villages, FL
3 days ago Be among the first 25 applicants Join to apply for the
Client Success Administrator - The Villages, FL
role at
Advisor Employee Services Get AI-powered advice on this job and more exclusive features. Advisor Employee Services provided pay range
This range is provided by Advisor Employee Services. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$50,000.00/yr - $50,000.00/yr Client Success Administrator
The Villages | Full-Time
We’re seeking a Client Success Administrator to support our financial advisors and deliver exceptional service to clients. In this role, you’ll help with onboarding new clients, managing accounts, and ensuring smooth day-to-day operations. You’ll also coordinate scheduling, handle paperwork, and serve as a key point of contact for clients.
Minimum Requirements:
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
What You’ll Do:
Support advisors with client onboarding, account setup, and service requests Manage account updates, money movement, and documentation Provide outstanding client service and respond promptly to client needs Assist with scheduling, paperwork preparation, and follow-up tasks Maintain accurate records in our CRM and technology systems
What We’re Looking For:
Strong organizational skills and attention to detail Excellent communication and client service mindset Comfort working with technology and financial platforms A positive, professional, and proactive attitude
Salary:
Starting at $50,000
Benefits:
Health Insurance Generous PTO Schedule $1000 – Business Clothing Allowance
Hours: (In-Office)
Monday – Thursday 8:00 AM – 4:30 PM Friday 8:00 AM – 4:00 PM
Presented by Advisor Employee Services
Thank you for your interest in the Client Success 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. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously 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! Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Other Referrals increase your chances of interviewing at Advisor Employee Services by 2x Get notified about new Client Administrator jobs in
The Villages, FL . Work Management Specialist I OR Work Management Specialist II
Full-Time Receptionist at Central Office
The Villages, FL $15.00-$17.00 1 month ago Receptionist - Surgical Specialist of Ocala
Ocala, FL $40,000.00-$50,000.00 2 years ago Lady Lake, FL $40,000.00-$60,000.00 6 months ago Business Office Coordinator Senior Living
The Villages, FL $40,000.00-$60,000.00 2 years ago Belleview, FL $40,000.00-$60,000.00 8 months ago Property Management Administrative Assistant
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
Join to apply for the
Client Success Administrator - The Villages, FL
role at
Advisor Employee Services Client Success Administrator - The Villages, FL
3 days ago Be among the first 25 applicants Join to apply for the
Client Success Administrator - The Villages, FL
role at
Advisor Employee Services Get AI-powered advice on this job and more exclusive features. Advisor Employee Services provided pay range
This range is provided by Advisor Employee Services. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$50,000.00/yr - $50,000.00/yr Client Success Administrator
The Villages | Full-Time
We’re seeking a Client Success Administrator to support our financial advisors and deliver exceptional service to clients. In this role, you’ll help with onboarding new clients, managing accounts, and ensuring smooth day-to-day operations. You’ll also coordinate scheduling, handle paperwork, and serve as a key point of contact for clients.
Minimum Requirements:
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
What You’ll Do:
Support advisors with client onboarding, account setup, and service requests Manage account updates, money movement, and documentation Provide outstanding client service and respond promptly to client needs Assist with scheduling, paperwork preparation, and follow-up tasks Maintain accurate records in our CRM and technology systems
What We’re Looking For:
Strong organizational skills and attention to detail Excellent communication and client service mindset Comfort working with technology and financial platforms A positive, professional, and proactive attitude
Salary:
Starting at $50,000
Benefits:
Health Insurance Generous PTO Schedule $1000 – Business Clothing Allowance
Hours: (In-Office)
Monday – Thursday 8:00 AM – 4:30 PM Friday 8:00 AM – 4:00 PM
Presented by Advisor Employee Services
Thank you for your interest in the Client Success 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. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously 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! Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Other Referrals increase your chances of interviewing at Advisor Employee Services by 2x Get notified about new Client Administrator jobs in
The Villages, FL . Work Management Specialist I OR Work Management Specialist II
Full-Time Receptionist at Central Office
The Villages, FL $15.00-$17.00 1 month ago Receptionist - Surgical Specialist of Ocala
Ocala, FL $40,000.00-$50,000.00 2 years ago Lady Lake, FL $40,000.00-$60,000.00 6 months ago Business Office Coordinator Senior Living
The Villages, FL $40,000.00-$60,000.00 2 years ago Belleview, FL $40,000.00-$60,000.00 8 months ago Property Management Administrative Assistant
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr