Client Service Adminstrator

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 growing financial service firm, Oxford Retirement and Estate Planning, Sun City, AZ 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
• Fun, kind, and caring attitude
• Team player
• Proactive management style and consistent follow-through

Minimum Requirements :

• Bachelor’s Degree preferred
• Financial Industry experience required
• 2 years working alongside a Financial Advisor in a fast-paced office environment preferred
• Experience with MS Office Suite and the ability to learn new software quickly
• Series 65 required
• CRM experience
• Experience with Wealth cape, Fidelity, and Orion a strong plus

Responsibilities :

This Client Service Administrator will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments.

Other daily, weekly, and monthly tasks may include :

• Receive incoming client service calls in a friendly manner
• Complete each service request and resolve client issues
• Input notes into CRM and keep them updated
• Coordinate and follow up on each client transfer
• Review the application prior to submission
• Prepare client review summary for upcoming appointments
• Maintain professional communication with clients and staff
• Assist with client updates, reports, and mailings
• Assist in setting client appointments

Salary :

$50,000 - $55,000 / year based on experience

Benefits :

• Comprehensive health, dental, and retirement plans
• Professional development opportunities
• Positive and collaborative work culture

Hours :

• Monday Thursday : 8 : 00 am 5 : 00 pm
• Friday : 8 : 00 am 1 : 00 pm
• Quarterly 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 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!