Client Service Administrator - Financial Firm

Advisor Employee Services
US - South Carolina - Greenville
January 11, 2025

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!

Common Sense Retirement Planning in Greenville, SC 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.

The purpose of this position is to assist Advisors with new client account set-up and 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
Proactive management style and consistent follow-through

Minimum Requirements:

Associates 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
CRM experience

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:

Work with Advisors and clients to prepare account paperwork for signing appointments
Come into client appointments as necessary to assist the Advisor
Work with Advisors to complete all notes, new account applications and account maintenance forms
Submit all account applications to the carriers and confirm they are "in good order"
Assign tasks to the Transfer Specialist to make sure the funding arrives for all new accounts
Work with existing clients for account maintenance, deposits and withdrawals
Set appointments for clients with their Advisor
Learn the Redtail CRM system so you are able to keep track of personal tasks, enter any necessary client specific notes and schedule appointments as necessary

Salary:

$45,000-$60,000

Benefits:

Health Insurance
401(k)
Bonuses
PTO
Holidays off

Hours:

8:00am-5:30pm Monday-Thursday, 8:00am-12:00pm Friday

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!

Read the full job description and apply online on the recuiter's web-site

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