What are the responsibilities and job description for the Client Service Administrator - Financial Firm - Sunderland, MA position at Advisor Employee Services?
Client Service Administrator
Are you looking for an opportunity to 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 superior administrative support, we would like to talk to you!
Our fast-paced financial firm, Dale A. Frank Financial Group, in Sunderland, MA is seeking to add a Client Service Administrator 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:
The purpose of this position is to service the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation including printing client account statements for their review meetings and preparing issued contracts for delivery.
Key Skills:
- Strong organizational skills
- Excellent communication; written and verbal
- Attention to detail and accuracy
- Proactive management style and consistent follow-through
Minimum Requirements:
- Financial Industry experience preferred
- 2 years in a fast-paced office environment preferred
- Experience with MS Office Suite and the ability to learn new software quickly
- CRM experience
Responsibilities:
This Client Service Administrator will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare for client appointments. Other daily, weekly, and monthly tasks may include:
This Client Service Administrator will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare for client appointments. Other daily, weekly, and monthly tasks may include:
- Complete each service request and resolve client issues
- Prepare/print client review statements for upcoming appointments
- Maintain professional communication with clients and staff
- Assist with client updates, reports, and mailings
- Set appointments with clients and prospects, assist with calendar management
- Database management
- Assist with various marketing objectives, attend evening dinner seminars and workshops
- Answer phones and greet clients in a friendly, positive, and warm manner
- Complete and process all applications for business submitted by Advisor
Salary
- $48,000-$55,000 Bonus’
Hours
- 9am-5pm *Flex time to attend 2-4 Seminar/Workshop evenings per month.
- 8am-5pm on team meeting days
Benefits
- Blue Cross Blue Shield health insurance (Employer 50%)
- SEP - Employer 4% of base salary after 1 year
- AFLAC products
- Major holidays & flex holidays
- Annual team meeting - fully paid trip
- Birthday lunches
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!
