Client Services Administrator

Client Service Administrator

Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you!

Our fast-paced and faith-based financial firm in Wichita, KS is seeking to add a Client Service Administrator to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.

Job Description:

The purpose of this position is to service the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the main advisor for his/her review meetings, and preparing issued accounts for delivery.

Key Skills:

• Strong organizational skills
• Excellent communication; written and verbal
• Attention to detail and accuracy
• Proactive management style and consistent follow-through

Minimum Requirements:

• Associate's degree preferred
• 2 years working in a fast-paced office environment preferred
• Experience with MS Office Suite and the ability to learn new software quickly
• CRM experience

Responsibilities:

• Prepare annuity applications and Fidelity account applications.
• Track money movement once applications are submitted.
• Assist with portfolio evaluation using Nitrogen software.
• Assist with financial planning using Money Guide Elite software.
• Assist with tax planning using Stonewood software.
• Maintain client notes in Redtail CRM.
• Prepare slides for the Advisor to present to clients and prospective clients.

Hourly Compensation:

• $16 - $20/hr.

Benefits:

• 9 days of PTO
• 9 paid holidays
• 100% health and dental insurance premium for individual (after 60 days of service)
• 3% Safe Harbor contribution to 401K plan (after one year of service)

Hours:

• Mondays: 8:30am-6pm
• Tuesdays-Thursdays: 8:30am-7pm
• Fridays: 8:30am-1pm
• Must be available for occasional evening and weekend client events

Presented by Advisor Employee Services Thank you for your interest in the Client Service Administrator role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm but together we have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!