What are the responsibilities and job description for the Remote Client Services Administrator position at Harvest Wealth Group?
Job Title: Client Services Administrator
We are seeking a highly skilled Client Services Administrator to provide exceptional support to our clients and contribute to the growth of our new business team.
Key Responsibilities:
- Manage client accounts, ensuring compliance with regulatory standards and delivering excellent customer service.
- Build strong relationships with clients, address their inquiries, and oversee administrative tasks.
What We're Looking For:
- 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, ability to effectively address client inquiries and concerns.
Requirements:
- Financial industry experience required.
- Ability to pass a background check.
- Eligibility to work in CA and provide legal documentation as required by form USCIS I-9.
Preferred Qualifications:
- Series 7, 63/65 or 66.
What We Offer:
- Competitive Salary based on experience and licensing.
- Health insurance.
- 401(k).
- Incentive pay.
- Work from home.
- 1 month paid sabbatical every 3 years.
- Unlimited Paid Time Off.
Our Team Culture:
We run on an Entrepreneurial Operating System (EOS), which means we have leaders who:
- Give clear directions.
- Make sure you have the necessary tools.
- Act with the greater good in mind.
- Delegate appropriately.
- Take time to truly understand your role and how you can help the company.
- Makes their expectations clear.
- Communicates well.
- Has effective meetings.
- Meets one-on-one with you weekly or more, if needed.
- Rewards and recognizes your performance.
