What are the responsibilities and job description for the Client Service Administrator - Financial Firm - Macon, GA position at Advisor Employee Services?
Client Service Administrator
J. L. Perkins Wealth Management is a forward-thinking financial advisory firm committed to providing personalized financial planning services. We are driven by a commitment to client success, innovative strategies, and exceptional service. As we continue to grow, we are looking for a versatile and dynamic person to join our growing firm. We are not replacing anyone, so we are looking for someone who wants to grow with us. We are looking for A players, so B and C players won't be a good fit.
Job Description: Client Service Administrator
We are seeking a motivated and adaptable individual to support both our client care team and marketing team. The ideal candidate will be comfortable wearing multiple hats and will thrive in a fast-paced environment. As a new team member, you will play a crucial role in streamlining our internal processes while supporting our marketing efforts.
Key Responsibilities:
• Assist with day-to-day administrative tasks to ensure smooth business operations.
• Maintain and update CRM software with client information and interactions. Experience in Wealth box is preferred but not required.
• Utilize artificial intelligence (AI) to better improve our internal processes and our client experience.
• Coordinate with various departments to ensure timely and accurate data reporting and analysis.
• Provide excellent client service through phone and email communication.
• Collaborate with the marketing team to develop and execute strategies that drive client engagement and business growth.
• Assist in the creation of marketing materials, including newsletters, social media posts, and email campaigns.
• Monitor and analyze marketing campaign performance, providing insights and recommendations for improvement.
• Help plan and coordinate events, webinars, and other marketing initiatives.
• Assist with day-to-day administrative tasks to ensure smooth business operations.
• Maintain and update CRM software with client information and interactions. Experience in Wealth box is preferred but not required.
• Utilize artificial intelligence (AI) to better improve our internal processes and our client experience.
• Coordinate with various departments to ensure timely and accurate data reporting and analysis.
• Provide excellent client service through phone and email communication.
• Collaborate with the marketing team to develop and execute strategies that drive client engagement and business growth.
• Assist in the creation of marketing materials, including newsletters, social media posts, and email campaigns.
• Monitor and analyze marketing campaign performance, providing insights and recommendations for improvement.
• Help plan and coordinate events, webinars, and other marketing initiatives.
Qualifications:
• Strong organizational and multitasking skills, with a keen attention to detail.
• Excellent written and verbal communication skills.
• Ability to work independently and as part of a team.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and familiarity with CRM software.
• Experience in marketing, social media, and content creation is a plus.
• Previous experience in a financial services firm is beneficial but not required.
• Strong organizational and multitasking skills, with a keen attention to detail.
• Excellent written and verbal communication skills.
• Ability to work independently and as part of a team.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and familiarity with CRM software.
• Experience in marketing, social media, and content creation is a plus.
• Previous experience in a financial services firm is beneficial but not required.
Salary:
- $40,000-$48,000
Benefits:
Money for Nothing
Three weeks of paid time off each year for the first 2 years, four weeks of PTO in years 3-5, and FIVE weeks of PTO after 5 years of service. Of course, we are off a lot of other holidays as well!
Three weeks of paid time off each year for the first 2 years, four weeks of PTO in years 3-5, and FIVE weeks of PTO after 5 years of service. Of course, we are off a lot of other holidays as well!
Retirement- It's What We Do!
We offer Traditional and Roth 401(k)s with our company matching up to 5%.
Employees under 50 years of age can contribute $23,500 per year in addition to the 5% company contribution.
Employees 50-59 years of age can contribute $31,000 each year in addition to the company contribution.
If you are 60-63, you can contribute $34,750 in addition to the company match.
We can also show you how to fund a Traditional IRA or Roth IRA at $7,000 per year if under 50 and $8,000 if 50 . We know a lot about money, and it's what we do for our clients!
We offer Traditional and Roth 401(k)s with our company matching up to 5%.
Employees under 50 years of age can contribute $23,500 per year in addition to the 5% company contribution.
Employees 50-59 years of age can contribute $31,000 each year in addition to the company contribution.
If you are 60-63, you can contribute $34,750 in addition to the company match.
We can also show you how to fund a Traditional IRA or Roth IRA at $7,000 per year if under 50 and $8,000 if 50 . We know a lot about money, and it's what we do for our clients!
Let’s Stay Healthy
AETNA group health insurance plan with a great provider network. This is the same health insurance that Lee has for himself and his family. Our company offers 4 different plans to choose from, including an HSA.
We will pay for a part of your health insurance and provide a life insurance policy for FREE. You can purchase additional group life insurance as well.
You have access to group dental and vision insurance too!
Paid time off to go to the doctor, dentist, etc.
AETNA group health insurance plan with a great provider network. This is the same health insurance that Lee has for himself and his family. Our company offers 4 different plans to choose from, including an HSA.
We will pay for a part of your health insurance and provide a life insurance policy for FREE. You can purchase additional group life insurance as well.
You have access to group dental and vision insurance too!
Paid time off to go to the doctor, dentist, etc.
Thirsty?
Free coffee, sodas, water, and hot chocolate — all on-site!
Free coffee, sodas, water, and hot chocolate — all on-site!
How Do I Get There?
Our office is located at the corner of Forest Hill and Northside Drive in Macon, GA. Our address is 200 Northside Crossing and we are the second building on the left if you come in the Forest Hill entrance.
Our office is located at the corner of Forest Hill and Northside Drive in Macon, GA. Our address is 200 Northside Crossing and we are the second building on the left if you come in the Forest Hill entrance.
Let’s have fun!
Quarterly team lunches and team-building events off-site.
Annual Team Christmas Party.
Quarterly team lunches and team-building events off-site.
Annual Team Christmas Party.
Paid-for Annual Trips
Company hits our goals, let’s all travel together! All team members plus one guest can come for free!
Company hits our goals, let’s all travel together! All team members plus one guest can come for free!
Hours:
- Monday-Thursday: 8:00 am -5:00 pm
- Friday: 8:00 am – 3:00 pm
- Some seminar attendance
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 : $8,000 - $50,000
