What are the responsibilities and job description for the Customer Support Associate position at Dale A. Frank Financial Group?
Job Summary:
We are seeking a highly motivated and organized Client Service Administrator to join our team at the Dale A. Frank Financial Group. The successful candidate will have a proven track record of providing exceptional client service and administrative support, and will be able to work effectively in a fast-paced office environment.
Key Responsibilities:
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. This role will also require the ability to build relationships with prospects and clients, prepare for client appointments, and complete various daily, weekly, and monthly tasks.
Requirements:
To be successful in this role, you will need to have strong organizational skills, excellent communication; written and verbal, attention to detail and accuracy, proactive management style and consistent follow-through. Additionally, you will need to have experience working in a fast-paced office environment, preferably in the financial industry. You will also need to have experience with MS Office Suite and the ability to learn new software quickly.
We are seeking a highly motivated and organized Client Service Administrator to join our team at the Dale A. Frank Financial Group. The successful candidate will have a proven track record of providing exceptional client service and administrative support, and will be able to work effectively in a fast-paced office environment.
Key Responsibilities:
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. This role will also require the ability to build relationships with prospects and clients, prepare for client appointments, and complete various daily, weekly, and monthly tasks.
Requirements:
To be successful in this role, you will need to have strong organizational skills, excellent communication; written and verbal, attention to detail and accuracy, proactive management style and consistent follow-through. Additionally, you will need to have experience working in a fast-paced office environment, preferably in the financial industry. You will also need to have experience with MS Office Suite and the ability to learn new software quickly.
