Client Service Administrator

John Stokes Financial is a boutique financial services company located in Irvine, CA. We specialize in working with professionals during career transitions. We are a relationship-based firm that manages our clients with honestly, integrity, and professionalism. As a firm, our clients are like friends and family and we strive to make a positive difference in their lives. We are a trusted resource in the community and believe that adversity presents opportunities to showcase our resilience. Our focus is to empower our clients and communities to make sound financial decisions.

JSF is seeking a talented client service specialist. This is a fast-paced environment so the right candidate thrives in a structured team environment but recognizes when flexibility is needed and can adjust. This is an ideal position for someone who is a fast learner, organized, and detail oriented.

Key Responsibilities Include:

• ·Cross-train in multiple departments including, operations and marketing
• Work independently to manage, research and resolve client service requests
• Will be assisting with our marketing team to create videos and manage our email campaigns. Marketing experience is a plus!
• Experience with Redtail CRM, eMoney, Calendly preferred
• Handle sensitive and confidential information with maximum discretion
• Scheduling appointments for leads and clients
• Research and resolve client requests: account maintenance, new account paperwork, transfers, distributions, onboarding, etc.
• Other duties as assigned to facilitate overall firm and office operations

Requirements:

• College degree
• Impeccable written and verbal communication skills and business phone and email etiquette
• High degree of accuracy and attention-to-detail
• Minimum of three years experience in office or customer service environment. Financial industry experience preferred, but open to training the right individual.
• Proficient in Microsoft Office Suite (Redtail CRM & eMoney is a plus)
• Demonstrated ability to work independently and within a team setting
• Strong aptitude for learning cloud based technology applications
• Experience working in a fast-paced, entrepreneurial environment
• Excellent analytical and problem solving skills
• Empathy, caring and respect for others with the willingness to serve
• Must be energetic, think creatively and have impeccable business ethics and standards
• Ability to pass background check prior to employment. Fingerprinting required by industry regulations.

Important Items

• This position works in a professional office environment in John Wayne Airport area.
• Hours are Monday through Friday 8:30am-5pm, in office.
• Work/life balance is an important aspect of the firm. We have an amazing team and great work culture.
• Can-do attitude and ability to take on tasks as needed with a team-player mentality
• Dress Code: Business casual attire required
• Competitive compensation package following 90 day probationary period: Simple IRA, Health insurance, paid holidays, PTO, sick days

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA.SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Job Type: Full-time

Pay: $27.00 - $30.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• Health insurance
• On-site gym
• Paid time off

Compensation Package:

• Bonus opportunities

Schedule:

• 8 hour shift
• Monday to Friday

Education:

• Bachelor's (Preferred)

Work Location: In person

Salary : $27 - $30