What are the responsibilities and job description for the Client Services Administrator position at GBA Financial?

Primary Purpose :

The Client Service Administrator delivers client support to the advisors and provides resources and guidance to help clients achieve their financial goals. This role will be an essential partner to the operational function of the business, including oversight of the day-to-day administrative responsibilities. Duties include : the preparation of financial plans and reviews; the management of meetings; client correspondence; processing client paperwork and record management.

Key Responsibilities and Essential Functions :

Interact with clients, answer and process requests and inquiries in a timely manner to develop strong relationships.
Organize and manage office administration and procedures, to ensure organizational effectiveness and efficiently keep the business operating smoothly on a day-to-day basis.
Cultivate strong advisor, client, and vendor relationships to ensure prompt and consistent delivery of excellent customer service.
Partner with financial advisor(s) to prepare and organize for client meetings and all follow-up meetings.
Prepare financial plans, annual or quarterly reviews and other ad-hoc client materials. Organize consolidated reports, meeting agendas, quotes and added services.
Drive processing all new business and client maintenance requests.
Maintain accurate client, prospect, and vendor data in the client relationship management (CRM) database, client fee billing and reporting systems.
Work as part of the ensemble, and act as the point of accountability at times, to develop and maintain overarching business processes and operational workflows, including policies and procedures.
Support the tax preparation process which includes but not limited to, the organization and gathering of client tax documents, data entry, and preparation of various tax forms. Assist with any client communications and tracking of client tax form progress.
Commit to continuous education and professional development to remain current in industry best practices and compliance rules and regulations.
Other special projects and duties as assigned within functional / knowledge area.

Job Specifications :

1-3 years of customer service or administrative support experience, preferred.

FINRA registrations – SIE, Series 7, Series 66, or willingness to obtain within six (6) months of employment, required.

IL Life and Health Insurance license or willingness to obtain, preferred.

Financial services industry experience, preferred.

Proficiency with Microsoft Office Suite, required.

Strong professional verbal and written communication skills.

Foster an environment of open, honest, and timely communications.

Personable, approachable with a positive attitude in providing service excellence.

Ability to work effectively both as part of a team and independently with minimal supervision.

Excellent problem solving, time management, attention to detail and prioritization skills

Ability to maintain confidentiality, exercise discretion, make solid judgements and act with integrity, professionalism and empathy.

Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition and grammar.

Benefit Package - Health Reimbursement Plan | Retirement Plan | Vacation | Holidays

GBA Financial

Rochester Station

201 South Walnut Street,

Suite 300

Rochester, IL 62563

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