Demo

Client Services Professional

Harvest Wealth Group
Exeter, CA Full Time
POSTED ON 1/30/2025
AVAILABLE BEFORE 2/28/2025

At Harvest Wealth Group, we're on a mission to create a massive impact in the lives of our team and clients. We deliver quality, actionable financial advice to hard-working American families because that's what we are, and that's who we care about.

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We're seeking a Client Services Administrator to join our new business team and provide exceptional support to our clients. As a Client Services Administrator, you'll play a crucial role in building strong relationships with clients, addressing their inquiries, and overseeing administrative tasks.

Key Responsibilities:

  • Manage client accounts ensuring compliance with regulatory standards
  • Deliver excellent customer service addressing client inquiries and concerns
  • Oversee administrative tasks and maintain accurate records

In this role, you'll be accountable for hitting specific numbers each week including opening 10 accounts, processing 90% of tickets without a NIGO, and initiating 90% of all tickets assigned within 24 hours.

We train our team to help them succeed, and everyone on our team helps with our success. Our company runs on an Entrepreneurial Operating System (EOS) meaning as a member of this team, you'll have a leader who gives clear directions, makes sure you have the necessary tools, acts with the greater good in mind, delegates appropriately, takes time to truly understand your role, and communicates effectively.

You'll be part of a fast-paced, results-oriented environment where you'll work independently and as part of a team. You'll need to have strong communication and interpersonal skills to establish and maintain relationships with clients and colleagues.

Requirements:

  • Proven experience as a Client Services Administrator in the financial services industry
  • Strong knowledge of industry regulations, compliance procedures, and best practices
  • Exceptional customer service skills with the ability to effectively address client inquiries and concerns
  • Excellent organizational and time management skills to prioritize tasks and meet deadlines

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