What are the responsibilities and job description for the Client Services Administrator - Financial Firm - State College, PA position at Advisor Employee Services?
Client Services 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 outstanding administrative support, we would like to talk to you!
Strong Tower Associates in State College, PA 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 ensure the smooth day-to-day operations of the practice while providing superior customer service to existing clients and prospects. Position requires employee to perform industry specific tasks such as application submission and account transfer follow-up, account servicing, tasks including beneficiary changes, withdrawals, annuity reallocations, client request, database management, and appointment preparation including updating client account summaries and gathering the correct product brochures and applications.
Key Skills:
- Highly organized with strong follow-through
- Process driven while completing tasks
- Ability to prioritize day-to-day responsibilities and projects and manage time
- Resourceful in problem resolution
- Keen attention to detail and accuracy
- Phenomenal communication skills, both written and verbal, and ability to build trust with clients
- Operate with a proactive approach when dealing with advisors and clients
- Demonstrate persistence to achieve superior quality
- Cooperative and team-player, ready to collaborate and adapt
Minimum Requirements:
- Associate’s degree minimum required
- Financial industry experience required
- 2 years working alongside a financial advisor in a fast-paced office environment preferred
- Highly proficient with Microsoft Word and Excel and the ability to learn new software quickly
- Securities Industry license and/or PA health & life insurance preferred, or willing to obtain
Responsibilities:
The Client Service Administrator will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help the advisor prepare for and follow-up on appointments. Other daily, weekly, and monthly tasks may include:
The Client Service Administrator will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help the advisor prepare for and follow-up on appointments. Other daily, weekly, and monthly tasks may include:
- Receive incoming client service calls in a friendly, warm manner
- Record notes from every client conversation in the CRM
- Complete and process new business applications
- Create and update appropriate client file for each account
- Complete and process account servicing work
- Update records to reflect account service or new business status
- Email advisor a status at the end of each week
Salary:
- $40,000 - $50,000 based on experience
Benefits:
- Health insurance stipend
- Generous PTO
- 401(k) matching
- Half-days on Fridays during the summer
Presented by Advisor Employee Services Thank you for your interest in the Client Service Administrator role. Advisor Employee Services, a consulting firm located in Overland Park, 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 : $40,000 - $50,000
