What are the responsibilities and job description for the Client Service Administrator position at Transcend Practice Management?
Client Service Administrator
Location : Downtown Chicago (hybrid; three days in office, two days remote)
Compensation : $70,000 - $80,000
The best and brightest always have choices in the wealth management arena. Working with our firm is an investment in your future that will reap rewards for years to come.
We are a close, tightly knit team that works collaboratively to bring our values to life each day : hard work, humility, optimism, responsiveness, and doing whatever needs to be done to make things right. Our office is committed to delivering high-quality, high-touch experiences to our clients so that, no matter whom they work with, clients know that they are receiving our utmost attention. Being their advocate is the highest honor for us!
Sound appealing? We are building a team with people who share our vision and want to add value to our clients. We would like you to think of how we can do things better, make an impact, and continue to grow. We are excited to have an opportunity to welcome a Client Service Administrator to our team who will support our firm’s lead advisors.
The attributes that we are looking for in a teammate include :
- Insistent attention to detail
- Energy and enthusiasm
- Commitment to exceeding client expectations
- Flexibility and openness to step in and do whatever is needed to support the team
- Interest in working on varied assignments with people across the firm
- Strong communication and interpersonal skills, showing an ability to connect with others and build relationships within the firm and across our client base
- Ability to anticipate the needs of the advisor and the team overall
- Self-directed time management and prioritization capabilities and outstanding organizational skills
- Ability to self-start, take initiative, and be proactive
- Demonstrated integrity, work ethic, and an obligation to maintain firm and client confidentiality
- Poise and maturity, especially in stressful situations
- Team player with strong desire to be a long-term contributing member of the team
- A long view of the opportunities presented by our client and the industry overall
If you are a fit for this position, we know that you are interested in more details. Read on!
As a Client Service Administrator, you can expect to :
Qualifications for this role include :
Get in touch today so that we can get to know you! As a Client Service Administrator in the financial services industry, you will work with some of the most successful business owners, families, and individuals around. You will provide life-changing support to clients who look to us as advocates for their hopes and dreams.
We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both of us and you. We look forward to meeting you!
Salary : $70,000 - $80,000
