Client Service Administrator

Professional Financial Management; Appleton (WI); On-site; USD 25,000 - 36,000; Full time

Benefits offered by this job

401(k)

401(k) 4% Match

401(k) matching

Employee discount

Flexible schedule

Happy hour

Life insurance

Paid time off

Paid training

Professional development assistance

Retirement plan

Tuition reimbursement

Job summary

Professional Financial Management is seeking a Client Service Administrator in Appleton, WI for a full-time, in-person role. You will support administrative and client service tasks, greet clients, manage calls and mail, and assist with financial account paperwork with Schwab.

Qualified candidates have a high school diploma and experience with Microsoft Office. The position offers growth opportunities and benefits including a 401(k) plan and profit sharing.

Qualifications

• High school diploma or equivalent.
• Experience with Microsoft Office tools.

Responsibilities

• Greet clients and visitors in a friendly and professional manner.
• Answer and route phone calls.
• Process incoming and outgoing mail.
• Maintain office supplies and inventory.
• Scan documents and maintain files.
• Update client relations management database.
• Review correspondence for grammar and clarity.
• Assist with various projects as needed.
• Light office cleaning.
• Prepare and process Schwab paperwork for new and existing investment accounts.
• Coordinate with Schwab to service client accounts.

Skills

Microsoft Office

Education

High school diploma

Tools

Schwab paperwork

Job description

Pay: $18.00 - $26.00 per hour

Job description

This is a Full-Time position in a friendly office environment (M-F). As a Client Service Administrator (CSA), your primary focus will be to provide superior client service to our clients. We are Fee-Only financial planning and investment management firm working with local families andhave begun our 25th year in business!

We are looking for an organized, detail-oriented team player to support administrative and client service duties. We have a staff of five and are looking to grow our team to eight over the next few years. Work where you can make a difference! There are strong opportunities for growth tailored to the unique desires and career aspirations of each candidate. After serving as a CSA, you may consider future career paths into salaried positions within our financial planning or investment management teams.

Location, Schedule & Travel

• Full time - 40 hours per week
• Monday through Friday, no weekends
• 100% in-person located at W6184 Aerotech Dr
• No travel is required
• Modest flexibility in daily start and end times

Compensation

• Hourly pay from $18 to $26 depending on experience and background
• Paid holidays
• 401k plan (featuring 4% employer match)
• Profit sharing plan
• 3-weeks Paid Time Off (PTO) in the first year
• Life & disability insurance
• Education reimbursement program

Responsibilities

Administrative

• Greet clients and visitors in a friendly and professional manner
• Answer and route phone calls
• Retrieve, sort, and process incoming and outgoing mail
• Maintain office supplies and place orders as necessary to manage inventory
• Scan documents and maintain files
• Maintain and update client relations management database
• Review written correspondence for grammar and clarity
• Assist with various projects as needed
• Light office cleaning

Client Service

• Prepare and process Schwab paperwork for new and existing investment accounts
• Collaborate with Schwab to service client accounts as necessary
• Correspond with clients primarily by email and telephone to schedule meetings and coordinate signatures for paperwork as needed
• Process and monitor incoming checks and all general client money movements
• Prepare report packets prior to client meetings

Education / Experience

Required

• High school diploma or equivalent
• Experience with Microsoft Office tools

Preferred

• Previous work experience in an office setting
• Previous financial services experience

Additional education and/or work experience are welcome and will be considered when determining compensation.

Job Type: Full-time

Benefits

• 401(k)
• 401(k) 4% Match
• 401(k) matching
• Employee discount
• Flexible schedule
• Happy hour
• Life insurance
• Paid time off
• Paid training
• Professional development assistance
• Retirement plan
• Tuition reimbursement

Compensation Package

• Profit sharing

Ability to Commute

• Appleton, WI 54914 (Preferred)

Ability to Relocate

• Appleton, WI 54914: Relocate before starting work (Required)