Client Service Administrator

Jumet Financial; Beaver Falls (Beaver County); On-site; USD 42,000 - 54,000; Full time

Job summary

Jumet Financial is seeking a Client Service Assistant to support client interactions, manage documents, and coordinate communications with clients and advisors.

The role emphasizes confidentiality, professionalism, and the ability to handle multiple workstreams, with growth into a Client Service Officer role.

Ideal candidates will have a degree in business, strong MS Office skills, and a willingness to pursue securities registrations.

Qualifications

• Associate's or bachelor's degree (in progress or completed) in a business-related field.
• Willingness to continue education; certifications and/or advanced degrees encouraged; high school diploma accepted.
• Strong passion for working and succeeding in the financial industry.
• Willingness to obtain various securities and insurance registrations as required.
• Excellent written and verbal communication, including spelling, grammar, and proofreading abilities.
• Excellent organizational and time management skills.
• Ability to prioritize and multitask; maintain confidentiality.

Responsibilities

• Handle day-to-day activities, including client communication and account transactions before close of market.
• Maintain complete and accurate records of client activity in the CRM.
• Maintain operational documents and assist with internal projects, including drafting agendas and attending internal meetings.
• Cultivate relationships and coordinate meetings between advisors and clients.
• Assist the advisor with note-taking during client meetings.
• Complete client deposits and maintain necessary documentation.
• Maintain the schedule of account reviews and complete review forms as necessary.
• Send client mailings, greeting cards, and swag; monitor supply quantities.
• Help serve community initiatives planned by Jumet Financial and all employees.
• Assist with other duties as required by management.

Skills

CRM software

Communication

MS Office

Time management

Education

Associate's or Bachelor's in business-related field

High school diploma accepted

Tools

MS Word

Excel

PowerPoint

Outlook

Job description

Jumet Financial is committed to providing our clients with well-informed, objective advice and to creating a disciplined framework within which financial decisions are made, implemented, and managed from generation to generation. Jumet Financial is seeking a highly efficient and detail-oriented individual with the same strong standards for the role of Client Service Assistant, with the potential to grow into a Client Service Officer role. The position requires a high level of confidentiality and professionalism, excellent time and project management skills, and the ability to manage multiple workstreams (both internal and external) at once. The qualified candidate must show high regard for client needs and not only be efficient, but also build rapport with current and prospective clients. The individual should have a desire to continue their education and skill development toward managing and building a client service team.

Primary Duties and Responsibilities

• Handle day-to-day activities, including written and verbal communication with clients as well as necessary client account transactions, before the end of the business day / close of market
• Assist in maintaining complete and accurate records of client activity in the CRM
• Maintain operational documents (such as spreadsheets) and assist with various internal projects, including drafting agendas and attending internal meetings
• Cultivate relationships and maintain contact with current and prospective clients, coordinating meetings and phone calls between Jumet Financial advisors and current or prospective clients
• Assist the advisor with note-taking during client meetings
• Complete client deposits and maintain necessary documentation
• Maintain the schedule of account reviews and complete review forms as necessary
• Send client mailings, including greeting cards and swag, and monitor supply quantities
• Help serve our community through initiatives planned by the Jumet Financial team, as required of all employees
• Assist with other duties as required by management

Qualifications

• Associate's or bachelor's degree (in progress or completed) in a business-related field, with a willingness to continue. Education toward certifications and/or advanced degrees. High school diploma accepted as well.
• Strong passion for working and succeeding in the financial industry
• Willingness to obtain various securities and insurance registrations, as required
• Excellent computer skills (MS Word, Excel, PowerPoint, and Outlook)
• Excellent written and verbal communication skills, including strong spelling, grammar, and proofreading abilities
• Excellent organizational and time management skills
• Ability to prioritize and multitask
• Ability to maintain confidentiality and exercise discretion