SlateStone Wealth, LLC is Hiring a Client Services Administrator Near Jupiter, FL
Company Description
SlateStone Wealth, LLC is a boutique financial life management firm located in Jupiter, FL. We specialize in providing customized, independent wealth solutions to individuals and families in the areas of investment management, retirement and income strategies, and financial and legacy planning. Our dedicated team is committed to helping our clients achieve their financial goals and providing exceptional service.
Role Description
This is a full-time on-site role for a Client Services Administrator. The Client Services Administrator will be responsible for assisting the client services team in various administrative tasks, managing client inquiries and requests, maintaining client records and documentation, providing exceptional customer service, and supporting the team in daily operations. Custodian experience a plus.
Qualifications
- Client Services and Administrative Assistance skills
- Excellent communication and customer service skills
- Knowledge of finance and financial terminology
- Strong organizational and time management skills
- Proficiency in Microsoft Office Suite and other relevant software
- Attention to detail and accuracy in data entry and record keeping
- Ability to work effectively in a team and independently
- Experience in the financial industry is a plus
- Bachelor's degree in Business, Finance, or related field is preferred
Job Summary
Full Time
$59k-77k (estimate)
06/05/2024
11/30/2024
The job skills required for Client Services Administrator include Client Service, Customer Service, Microsoft Office, Attention to Detail, Time Management, Data Entry, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services Administrator. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Services Administrator. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Services Administrator positions, which can be used as a reference in future career path planning. As a Client Services Administrator, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Administrator. You can explore the career advancement for a Client Services Administrator below and select your interested title to get hiring information.
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