What are the responsibilities and job description for the Client Service Administrator - Financial Firm - Winter Park, FL position at Advisor Employee Services?
Client Service Administrator
Do you have a passion for the back office of the financial industry? Can you process important client paperwork and maintain a relationship with our clients? We are a long-standing financial firm in Winter Park, FL and are looking for a strong, detail-oriented Client Service Administrator to ensure a smooth client acquisition process from opening accounts, transfer of assets, communicating with the client throughout the process and maintaining the client relationship after the acquisition. We are seeking a hard-working, positive individual to join our established but growing team. If you are seeking a company that cares about team members and clients, we want to talk to you!
Our office prides itself on providing the ultimate client experience. You can make a direct impact on our client’s financial freedom!
Minimum Requirements:
- Previous experience in processing new business paperwork in a financial office preferred
- Intermediate to advanced computer skills
- Experience with Excel required
- Experience with Brokerage account paperwork and transfers preferred
- Experience with Annuity paperwork and transfers preferred
- Understanding of Tax Qualified and Non-Tax Qualified Accounts preferred
- Experience with Life Insurance applications preferred
This position requires that you possess the following skills:
- Strong organizational skills and attention to detail
- Ability to demonstrate persistence to achieve quality
- Excellent communication; both verbal and written
- Self-directed initiative
- Process driven
- Strong follow-through
Responsibilities:
Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service, you will:
Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service, you will:
- Complete and process all applications for business submitted by Advisor
- Ensure accuracy of information provided and all forms needed are included when forwarded to the insurance/security companies
- Submit all completed in good order applications and forms to the proper agencies
- Follow-up on pending applications with various insurance/security agencies and transfer companies to keep the application process moving forward
- Research and analyze application issues and provide problem resolution
- Answer Advisors’ requests and respond to their needs in a timely manner
- Additional duties and responsibilities as required by management
Salary:
- $45,000 - $55,000 BOE
Benefits:
- Full Medical
- 401(K)
- Generous PTO
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 : $45,000 - $55,000
