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magii, Inc is Hiring a Client Services Administrator Near Hauppauge, NY
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Company Description
As one of the top wealth management firms in the Long Island, New York area, we strive to provide effective, ongoing communication between ourselves and you, our valued client. If you are seeking financial advice and long-term peace of mind, that’s where we come in. With a grounded plan, we will help provide the answer you’re looking for to achieve a successful portfolio and a carefree retirement.
Role Description
This is an on-site role for a Client Services Administrator at magii, Inc located in Hauppauge, NY. As a Client Services Administrator, your responsibilities include providing administrative support to the client services team, managing client communication, assisting with account and data management, and ensuring a smooth client experience. Part or Full-time available for the right candidate.
Qualifications
We are looking for an enthusiastic and outgoing superstar to join our Wealth Management team!
It's a Must!!
- Expert phone skills: must be comfortable speaking with clients and vendors in a professional yet warm and friendly manner.
- Strong computer and internet skills. We use technology....a lot!! We have cloud-based CRM and VOIP phones.
- Advanced written communication skills as well as strong attention to detail.
It Would Be Nice!!
- Knowledge of the financial services industry (retirement plans and individual wealth management)....or a keen interest in learning.
- Sales and marketing experience
- A great sense of humor!!
This position is ideal for someone early in their financial services career, especially if they are considering a path toward planning/advising.
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Job Summary
Full Time
$66k-86k (estimate)
06/08/2024
07/06/2024
The job skills required for Client Services Administrator include Client Service, Written Communication, Planning, Financial Services, Wealth Management, CRM, 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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