Client Service Administrator - Financial Firm - Sunderland, MA

Aesplacement; Sunderland; On-site; USD 48,000 - 55,000; Full time

Job summary

An established industry player is seeking a Client Service Administrator to enhance client relationships and provide exceptional administrative support. This role involves servicing client requests, managing databases, and preparing for client appointments. The ideal candidate will thrive in a fast-paced financial environment, demonstrating strong organizational skills and attention to detail. Join a dynamic team where your contributions will directly impact client satisfaction and business growth. If you are passionate about delivering superior client service and eager to grow within the financial industry, this opportunity is perfect for you.

Benefits

Health insurance (Employer 50%)

SEP - Employer 4% of base salary after 1 year

AFLAC products

Major holidays & flex holidays

Annual team meeting - fully paid trip

Birthday lunches

Qualifications

• 2+ years in a fast-paced office environment preferred.
• Experience with CRM and MS Office Suite is essential.

Responsibilities

• Service existing clients with requests and issues.
• Prepare client review statements and manage appointments.
• Maintain professional communication with clients and staff.

Skills

Strong organizational skills

Attention to detail and accuracy

Proactive management style

Financial Industry experience

Experience in a fast-paced office environment

MS Office Suite

CRM experience

Tools

MS Office Suite

CRM software

Job description

Location: Sunderland, MA

Job Id:3690

# of Openings:1

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 financial firm, Dale A. Frank Financial Group, in Sunderland, MA 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 printing client account statements for their review meetings and preparing issued contracts for delivery.

Key Skills:

• Strong organizational skills
• Attention to detail and accuracy
• Proactive management style and consistent follow-through
• Financial Industry experience preferred
• 2+ years 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 for client appointments. Other daily, weekly, and monthly tasks may include:

• Complete each service request and resolve client issues
• Prepare/print client review statements for upcoming appointments
• Maintain professional communication with clients and staff
• Assist with client updates, reports, and mailings
• Set appointments with clients and prospects, assist with calendar management
• Database management
• Assist with various marketing objectives, attend evening dinner seminars and workshops
• Answer phones and greet clients in a friendly, positive, and warm manner
• Complete and process all applications for business submitted by Advisor

Compensation: $48,000-$55,000 + Bonuses

Hours:

• 9am-5pm *Flex time to attend 2-4 Seminar/Workshop evenings per month.
• 8am-5pm on team meeting days

Benefits:

• Blue Cross Blue Shield health insurance (Employer 50%)
• SEP - Employer 4% of base salary after 1 year
• AFLAC products
• Major holidays & flex holidays
• Annual team meeting - fully paid trip
• Birthday lunches

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 https://aesplacement.com/. 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!