Client Relations Administrator

Slagle Financial; Fort Myers (FL); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Medical Insurance

Vision Insurance

Short-Term Disability

Long-Term Disability

Basic Life Insurance

401(k)

PTO

Job summary

A financial firm in Fort Myers, FL, is seeking a Client Relations Administrator to enhance client experience through strong communication and organizational skills. Responsibilities include managing client relationships, scheduling appointments, and supporting marketing efforts. The ideal candidate is customer service oriented and self-motivated with a desire for a dynamic work environment.

Responsibilities

• Answer phones in a friendly, warm manner.
• Manage our Client Database.
• Schedule appointments and manage advisor calendars.
• Maintain client relationships and welcome clients into the office.
• Follow-up with clients and prospects between appointments.
• Manage client touch marketing and continuously update spreadsheet.
• Assist with mailing of client reports and updates.
• Help plan and attend client events and seminars.
• Assist with ongoing marketing efforts.
• Track Client Referrals.
• Perform additional duties as required by management.

Skills

Command of the English language

Experience in fast-paced environment

Prioritize projects

Working knowledge of computers and software

Multi-tasking

Strong organizational skills

Motivation to set appointments

Excellent communication skills

Self-directed initiative

Process driven

Strong follow-through

Customer service oriented

Job description

Join to apply for the Client Relations Administrator role at Slagle Financial

Do you have a passion for creating a “WOW” experience for clients? Our fast-paced financial firm, Slagle Financial, in Fort Myers, FL is looking for a self-starter, customer service-oriented individual. The perfect candidate will have a high level of interpersonal skills to provide our clients with the utmost client experience and be able to assist with the day-to-day operations of our administrative office.

We are seeking a hard-working, positive individual to join our continuously growing team. If you are seeking a company that cares about team members and clients, we want to talk to you!

Our office prides itself in providing the ULTIMATE client experience. YOU can make a direct impact on our client’s financial freedom!!

• Command of the English language and use of proper grammar
• Experience working in a fast-paced environment
• Ability to prioritize projects and manage time
• Working knowledge of computers and software
• Ability to multi-task

This position requires that you possess the following skills:

• Strong organizational skills and attention to detail
• Flexibility
• Ability to motivate prospects to set appointments
• Ability to demonstrate persistence to achieve qualityExcellent communication skills – both verbal and written
• Self-directed initiative
• Process driven
• Ability to multi-task
• Strong follow-through
• Customer service oriented

Responsibilities/Tasks:

Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will:

• Answer phones in a friendly, warm manner
• Manage our Client Database
• Schedule appointments and manage advisor calendars
• Maintain client relationships and welcome clients into the office
• Follow-up with clients and prospects between appointments
• Manage client touch marketing and continuously update spreadsheet
• Assist with the mailing of client reports and updates
• Help plan and attend client events and seminars
• Assist with ongoing marketing efforts
• Track Client Referrals
• Perform additional duties and responsibilities as required by management

Hours

• M-F 9am-5pm
• $50,000/year
• Medical Insurance
• Vision Insurance
• Short-Term Disability
• Long-Term Disability
• Basic Life Insurance
• 401(k)
• PTO

Presented by Advisor Employee Services Thank you for your interest in the Client Relations 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 (https://aesplacement.com/) 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!

Seniority level

Associate

Employment type

Full-time

Job function

Administrative, Customer Service, and Finance

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