What are the responsibilities and job description for the Client Service Coordinator position at Dale A. Frank Financial Group?
Job Overview:
The Dale A. Frank Financial Group is seeking a Client Service Administrator to join our team in Sunderland, MA. As a key member of our team, you will be responsible for providing exceptional client service and administrative support to our clients.
Salary and Benefits:
$48,000-$55,000 Bonus
Job Description:
The Client Service Administrator will be responsible for servicing the existing client base with all service requests, including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation.
Key Skills and Qualifications:
Responsibilities:
This role will require the ability to build relationships with prospects and clients, prepare for client appointments, and complete various daily, weekly, and monthly tasks, including:
The Dale A. Frank Financial Group is seeking a Client Service Administrator to join our team in Sunderland, MA. As a key member of our team, you will be responsible for providing exceptional client service and administrative support to our clients.
Salary and Benefits:
$48,000-$55,000 Bonus
- 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
Job Description:
The Client Service Administrator will be responsible for servicing the existing client base with all service requests, including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation.
Key Skills and Qualifications:
- Strong organizational skills
- Excellent communication; written and verbal
- Attention to detail and accuracy
- Proactive management style and consistent follow-through
Responsibilities:
This role will require the ability to build relationships with prospects and clients, prepare for client appointments, and complete various daily, weekly, and monthly tasks, including:
- 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
