Client Administrator Salary at Marsh & Mclennan Companies, Inc Dba Marsh Mclennan BETA

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. K

Job Description Job Description THE ROLE The Client Services Administrator (CSA) at Wilkerson Advisory Group plays a critical role in our clients’ satisfaction and loyalty. Being on the front line of customer service, the CSA can be described as the “face of the company”, meaning this employee is often the first and last person to interact directly with our client. This is a customer-centric role, and it is critical that the CSA’s demeanor is warm, informative, and professional. The CSA’s ability to organize data, including calendars and documents, is vital to the success of our business. The CSA is a team player, willing to support and assist all Wilkerson advisory Group team members to ensure timely client transactions and deadline accountability. ABOUT YOU You have exceptional client service skills and excel at the delivery of a Five-Star Service Experience. You are prompt and responsive, and answer and route incoming calls with the utmost professionalism. You commit to delivering a

Client Service Administrator Are you looking for an opportunity to utilize superior client service skills and work one-on-one with client’s day? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you! Bright Lake Wealth Management in Roseville, CA 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: Stro

Client Service Administrator J. L. Perkins Wealth Management is a forward-thinking financial advisory firm committed to providing personalized financial planning services. We are driven by a commitment to client success, innovative strategies, and exceptional service. As we continue to grow, we are looking for a versatile and dynamic person to join our growing firm. We are not replacing anyone, so we are looking for someone who wants to grow with us. We are looking for A players, so B and C players won't be a good fit. Job Description: Client Service Administrator We are seeking a motivated and adaptable individual to support both our client care team and marketing team. The ideal candidate will be comfortable wearing multiple hats and will thrive in a fast-paced environment. As a new team member, you will play a crucial role in streamlining our internal processes while supporting our marketing efforts. Key Responsibilities: • Assist with day-to-day administrative tasks to ensure smoot

The primary focus of the Client Administrator is to provide technical support to Client Executives and to clients in maintaining Business Insurance insurance policies in accordance with the objectives and procedures outlined by the Business Insurance Procedures Manual and by the Director, Client Services. Essential Duties & Responsibilities Process paperwork for new and renewal business to include: Applications and other documents required for a submission Binders Certificates of Insurance Policies Invoices Finance Agreements Endorsements Audits Perform account reconciliation. Review Loss Runs and Claim Status Reports. Order any missing loss runs or request updated loss runs as needed for marketing submission. Prepare Summary Of Insurance. Have good verbal and written communication skills for both client and internal communication. Maintain client files. File all documentation in ImageRight per regions filing guidelines. Manage Tasks within ImageRight. Participate in Errors & Omission

Client Service Administrator Are you an A player looking to expand your career and be a part of a successful team? 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 services firm, Roland Financial Wealth Management, in Erie, PA 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, prepping the Main Advisor for his/her review meetings, and preparing issued accounts for delivery. Minimum

Company: Marsh McLennan Agency Description: The primary focus of the Client Administrator is to provide technical support to Client Executives and to clients in maintaining Business Insurance insurance policies in accordance with the objectives and procedures outlined by the Business Insurance Procedures Manual and by the Director, Client Services. Essential Duties & Responsibilities Process paperwork for new and renewal business to include: Applications and other documents required for a submission Binders Certificates of Insurance Policies Invoices Finance Agreements Endorsements Audits Perform account reconciliation. Review Loss Runs and Claim Status Reports. Order any missing loss runs or request updated loss runs as needed for marketing submission. Prepare Summary Of Insurance. Have good verbal and written communication skills for both client and internal communication. Maintain client files. File all documentation in ImageRight per regions filing guidelines. Manage Tasks within I

Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account. JOB FUNCTION / SUMMARY: This position is primarily responsible for providing moderately complex administrative and operational support to Relationship Managers. This support includes the delivery of customer service at the highest levels, the performance of research and resolution of client issues, and the administration of loan documentation and portfolio reporting. ESSENTIAL DUTIES & RESPONSIBILITIES: Provides support to Relationship Managers by assisting in the fostering of customer relationships thr