What are the responsibilities and job description for the Client Service Administrator - Financial Firm - Houston, TX position at Advisor Employee Services?
Client Service Administrator
Are you a detail-oriented professional with a passion for delivering exceptional client service? Do you thrive in a fast-paced environment where you can challenge yourself daily, work one-on-one with clients, and provide top-tier administrative support? If so, we’d love to talk to you!
LKJ Financial, a dynamic and growing financial firm in Houston, TX, is looking for a Client Service Administrator to join our team! The ideal candidate is someone eager to establish a long-term career in the financial industry, values client relationships, and is ready to contribute to the success and growth of our firm.
Job Description:
The primary responsibility of this role is to provide exceptional support to existing clients by managing service requests, such as address and beneficiary changes, withdrawal requests, and incoming client inquiries. Additionally, this role involves maintaining and updating the client database, preparing client reports, and assisting advisors in gathering necessary documents and information to ensure well-organized and productive financial planning meetings.
Key Skills:
- Strong organizational skills with the ability to multitask effectively
- Excellent written and verbal communication for client and team interactions
- High attention to detail and accuracy
- Proactive approach with consistent follow-through
Minimum Requirements:
- Financial Industry experience strongly preferred
- 5 years of experience in a fast-paced office environment
- Experience with MS Office Suite and the ability to learn new software quickly
- CRM experience
Responsibilities:
The Client Service Administrator will play a key role in ensuring seamless client interactions by maintaining consistent follow-through, building strong relationships with prospects and clients, and assisting advisors in preparing for client meetings. Additional daily, weekly, and monthly responsibilities may include
The Client Service Administrator will play a key role in ensuring seamless client interactions by maintaining consistent follow-through, building strong relationships with prospects and clients, and assisting advisors in preparing for client meetings. Additional daily, weekly, and monthly responsibilities may include
- Handle incoming client service calls with professionalism and warmth
- Process service requests and resolve client issues efficiently
- Assist with client updates, reports, and outgoing communications
- Schedule client appointments and manage the Advisors’ calendars
- Complete and submit applications for new business and existing account updates on behalf of the Advisor
- Prepare client review summaries and required forms for upcoming meetings
- Ensure clear and professional communication with clients and team members
- Manage and maintain client and account databases for accuracy and efficiency
Hours
- 8:30am-4:30pm or 9:00am-5:00pm
- Monday-Friday
Salary
- $50,000 – $60,000
Benefits
- Group Medical, Dental and Vision Insurance
- Group Life Insurance
- Group Long and Short-Term Disability Insurance
- 401(k) with Employer match
- Profit Sharing Eligibility
- Competitive PTO
- Paid Holidays
Presented by Advisor Employee Services 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. 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!
Salary : $50,000 - $60,000
