What are the responsibilities and job description for the Client Service Administrator position at Transcend Practice Management?
Location: Sudbury, MA (hybrid; three days in office, two days remote)
Compensation: $75,000 - $90,000
We bring passion, fun, understanding, and commitment to each client interaction, putting clients interests first in everything we do.
In all that we do, we protect and promote the integrity of our relationships so that clients and teammates have confidence in the decisions that are made and can step into the future with assurance.
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 firms lead advisors.
The attributes that we are looking for in a teammate include:
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!
Compensation: $75,000 - $90,000
We bring passion, fun, understanding, and commitment to each client interaction, putting clients interests first in everything we do.
In all that we do, we protect and promote the integrity of our relationships so that clients and teammates have confidence in the decisions that are made and can step into the future with assurance.
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 firms lead advisors.
The attributes that we are looking for in a teammate include:
- Ability to self-start, take initiative, and be proactive
- 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
- Insistent attention to detail
- 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!
- Prepare and send new client Welcome packs.
- Maintain updated client contact records using our Client Relationship Management (CRM) system.
- Maintain up-to-date organized cloud client files.
- Maintain appropriate turnaround time on incoming items (e.g., 24 hours for checks); track all paperwork and tasks that are pending.
- Schedule appointments through Calendly and maintain updated calendars for advisors; proactively contact clients to schedule initial meetings and annual reviews.
- Assist advisors with business expense reports.
- Answer incoming telephone calls, greet incoming clients and visitors.
- Process incoming mail; prepare and send outgoing mail for advisors.
- Manage vendor relations, including contract negotiation and subsequent deliveries
- Maintain office supply inventory.
- Regularly review internal news items, technology updates, and e-mail communications; report pertinent information back to advisors
- Plan and execute staff and client events/seminars as directed by the advisor.
- Maintain PlanWise Community Social Media presence.
- Prepare mass email communications, as directed by advisors.
- College degree preferred
- Minimum of 3-5 years of experience in the financial services industry is required
- Minimum of two years of experience in a client-facing role required
- Excellent communication and relationship management skills
- Strong computer desktop skills required: Microsoft Office Suite (Excel, Outlook, Word, etc.)
- Technology-forward
- Ability to adapt in a fast-paced environment
- High attention to detail
- Ability to learn quickly
- Demonstrated job stability
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 : $75,000 - $90,000
