Client Service Administrator

Century Group; California; On-site; USD 58,000 - 73,000; Full time

Job summary

A forward-thinking company is seeking a Client Service Administrator to enhance client relations and support various business functions. This role involves cross-training across departments, managing client service requests, and assisting in marketing initiatives. Ideal candidates will possess strong analytical skills, proficiency in Microsoft Office, and effective communication abilities. Join an innovative team where your contributions will directly impact client satisfaction and operational success. If you thrive in a dynamic environment and are passionate about delivering exceptional service, this opportunity is perfect for you.

Qualifications

• 3+ years in an office or customer service environment.
• Financial industry experience preferred.

Responsibilities

• Cross-train in multiple departments to support various business functions.
• Manage and resolve client service requests independently.

Skills

Microsoft Office Suite

Analytical Skills

Effective Communication

CRM Management

Education

College Degree in Related Field

Tools

Redtail CRM

eMoney

Calendly

Job description

Join to apply for the Client Service Administrator role at Century Group.

Century Group is partnering with a client seeking a Client Service Administrator. Exact compensation may vary based on skills, experience, and location, with an expected starting salary of $58,000 to $73,000 per year.

Job Responsibilities

• Cross-train in multiple departments, including operations and marketing, to support various business functions.
• Manage, research, and resolve client service requests independently.
• Assist the marketing team in creating videos and managing email campaigns.
• Handle sensitive and confidential information with discretion.
• Schedule appointments for leads and clients, ensuring timely follow-ups.

Requirements

• Maintain professional phone etiquette when communicating with clients and stakeholders.
• Proficiency in Microsoft Office Suite, including Excel, Word, and Outlook.
• Strong analytical skills to assess client needs and provide solutions.
• Effective communication, both verbally and in writing.
• Manage and update CRM systems like Redtail CRM, eMoney, and Calendly.

Qualifications

• College degree in a related field; financial industry experience preferred.
• Minimum of 3+ years in an office or customer service environment.
• Excellent written and verbal communication skills, with professional business etiquette.
• Ability to work independently and collaboratively.
• Pass a background check, including fingerprinting, prior to employment.