What are the responsibilities and job description for the Financial Industry Professional position at Dale A. Frank Financial Group?
Company Overview
Dale A. Frank Financial Group is a fast-paced financial firm seeking to add a Client Service Administrator to our team. Our ideal candidate will have the desire to work in the financial industry long-term and contribute to the growth of our business.
Salary
The salary for this role is $48,000-$55,000 Bonus'.
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, and client appointment preparation including printing client account statements for their review meetings and preparing issued contracts for delivery.
Key Responsibilities
• 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
Benefits
• 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
About Us
Advisor Employee Services represents the top 1% of financial advisors in all 50 states in their hiring needs. We are a consulting firm located in Lenexa, Kansas. If you feel that you have the skills it takes for the position responsibilities listed, please apply today.
Dale A. Frank Financial Group is a fast-paced financial firm seeking to add a Client Service Administrator to our team. Our ideal candidate will have the desire to work in the financial industry long-term and contribute to the growth of our business.
Salary
The salary for this role is $48,000-$55,000 Bonus'.
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, and client appointment preparation including printing client account statements for their review meetings and preparing issued contracts for delivery.
Key Responsibilities
• 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
Benefits
• 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
About Us
Advisor Employee Services represents the top 1% of financial advisors in all 50 states in their hiring needs. We are a consulting firm located in Lenexa, Kansas. If you feel that you have the skills it takes for the position responsibilities listed, please apply today.
Salary : $48,000 - $55,000
