Client Services Administrator

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 growing financial service firm, Issacs and Associates in Cincinnati, OH is seeking to add a Client Service Administrator to our team! The ideal candidate for this role will be detail oriented, hard-working, positive, and will ensure the client acquisition process from application submission to policy delivery is as smooth as possible. If you are seeking a company that cares about team members and clients, we want to talk to you!

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, processing important client paperwork, and client appointment preparation including updating client account summaries for their review meetings, preparing the main advisor for his/her review meetings, and preparing issued accounts for delivery.

Key Skills:

• Strong organizational skills
• Excellent communication; written and verbal
• Ability to work with important paperwork
• Ability to demonstrate persistence to achieve quality
• Process driven
• Attention to detail and accuracy
• Proactive management style and consistent follow-through

Minimum Requirements:

• Financial Industry experience required
• 2 years working alongside a Financial Advisor in a fast-paced office environment, preferred
• Experience with MS Office Suite and the ability to learn new software quickly
• CRM experience – Redtail experience is a plus
• Experience with using eMoney preferred

Responsibilities:

This Client Service Administrator will be expected to put client needs first, have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments. Other daily, weekly, and monthly tasks may include:

• Receive incoming client service calls in a friendly manner
• Complete each service request and resolve client issues
• Review application prior to submission
• 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 agencies
• 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
• Input notes into CRM and keep updated
• Prepare client review summary for upcoming appointments
• Maintain professional communication with clients and staff
• Assist with client updates, reports, and mailings
• Assist in setting client appointments
• Attend client workshops

Salary:

• $45,000 - $50,000/year

Benefits:

• PTO

Hours:

• Monday – Thursday: 8:30am – 4pm
• Friday: 8:30am – 12pm
• Additional evenings/weekends will be needed for various client events

Miscellaneous:

• An offer for this position will be contingent on a background check, drug screen and fingerprints coming back clear and completed

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!