What are the responsibilities and job description for the Client Services Administrator - Financial Firm - Wilmington, NC position at Advisor Employee Services?
Client Service Administrator
Carolina Retirement Planners is an investment advisory firm committed to delivering exceptional client service and fostering a team-oriented workplace. We are seeking a Client Service Administrator who aligns with our core values and is eager to contribute to a positive client experience while embracing the challenge of continuous growth.
Our Core Values:
✔ Respect the Family – We prioritize strong relationships with clients and team members.
✔ Endless Evolution – We take full responsibility for our work and the success of the team, always holding ourselves accountable.
✔ Extreme Ownership – We take responsibility for our work and contribute to team success.
✔ Elite Experience – We provide an exceptional experience for both clients and team members, going above and beyond expectations.
✔ Best Interest – We always put our client’s and Staff’s best interests first, ensuring their needs drive every decision we make.
Job Description:
The purpose of this position is to assist in boarding our new clients through getting signature and account openings as well as service the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls, database management, and preparing issued accounts for delivery.
Key Responsibilities
Carolina Retirement Planners is an investment advisory firm committed to delivering exceptional client service and fostering a team-oriented workplace. We are seeking a Client Service Administrator who aligns with our core values and is eager to contribute to a positive client experience while embracing the challenge of continuous growth.
Our Core Values:
✔ Respect the Family – We prioritize strong relationships with clients and team members.
✔ Endless Evolution – We take full responsibility for our work and the success of the team, always holding ourselves accountable.
✔ Extreme Ownership – We take responsibility for our work and contribute to team success.
✔ Elite Experience – We provide an exceptional experience for both clients and team members, going above and beyond expectations.
✔ Best Interest – We always put our client’s and Staff’s best interests first, ensuring their needs drive every decision we make.
Job Description:
The purpose of this position is to assist in boarding our new clients through getting signature and account openings as well as service the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls, database management, and preparing issued accounts for delivery.
Key Responsibilities
- Provide top-notch support to clients and advisors.
- Maintain strong client relationships through exceptional service
- Assist with account management, paperwork, and client requests
- Work alongside a dynamic, team-oriented group that values collaboration
- Ability to obtain a Life & Health Insurance License within 90 days of hire (company-supported).
- Strong communication and organizational skills.
- A positive, upbeat, and personable demeanor with strong interpersonal skills.
- Basic proficiency in Microsoft Office and ability to learn industry-specific software.
- High attention to detail and a client-focused mindset.
- Previous experience in financial services, insurance, or client service roles.
- Knowledge of investment advisory processes and compliance regulations.
- Experience handling confidential client information securely.
- $46,000-$56,000
- Professional development support, including licensing assistance.
- A team-oriented environment focused on long-term career growth.
- Competitive compensation and benefits.
- Monday-Friday: 9:00 am – 5:00 pm
- Occasional evening events
Salary : $46,000 - $56,000
