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 busy financial planning firm located near Madison, WI 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.
Minimum Requirements:
- Associate's Degree preferred
- Financial Industry experience strongly preferred
- 2+ years working alongside a Financial Advisor in a fast-paced office environment
- Life and Health required or willingness to obtain within 90 days of start date
- Experience with MS Office Suite and the ability to learn new software quickly
- CRM experience required
This position requires that you possess the following skills:
- Strong organizational skills
- Excellent communication; both written and verbal
- Attention to detail and accuracy
- Proactive Management Style and consistent follow-through
Responsibilities/Tasks:
- Complete each service request and resolve client issues
- Input notes into CRM and keep updated
- Complete and process new client applications
- Maintain database programs
- Respond to client inquiries as needed
- Opening, closing, and transferring of accounts
- Generate and provide various reports to Advisor
- Process transactions
- Follow-up on pending business with companies and clients
- Assist Advisor with pre-appointment preparation
- Resolve any issues regarding new accounts
Office Duties:
Assisting the Financial Advisor and the branch office to exceed client and regulatory expectations include:
- Function as a phone back-up to offer office personnel for phone coverage
- Help to keep database up to date and accurate
Salary
- $40,000- $80,000 - Based on Experience
Hours
- 8:00 AM - 5:00 PM
- Flex Schedule after 90 days
Need Time?
- Unlimited PTO
Let's Stay Healthy!
- Health/Dental/Vision
Save for Retirement!
- 401K
Bonuses!
- Profit Sharing
- Free Lunches
- All-expense paid Team Trip for you and plus one!
- Advancement opportunities
- Community Involvement
- 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 We are not a staffing firm, but together 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!