Client Service Administrator

Asset Retention Insurance Services, Inc.; Laguna Hills (CA); On-site; USD 40,000 - 55,000; Full time

Job summary

A leading financial services firm in Laguna Hills, CA is seeking a Client Service Administrator to enhance client relationships and provide essential administrative support. The ideal candidate will have a strong work ethic, be detail-oriented, and possess excellent organizational skills. This role includes servicing client requests, managing appointments, and supporting advisors with preparation tasks. A Life & Health Insurance License will need to be obtained within the first six months of employment.

Qualifications

• 2 Years prior experience in the financial industry is a plus.
• Life & Health Insurance License required within 6 months of employment.
• Strong organizational skills and attention to detail are essential.

Responsibilities

• Service existing client base with requests including beneficiary changes and client service calls.
• Prepare the main advisor for client review meetings.
• Maintain professional communication with clients and assist with client updates.

Skills

Strong organizational skills

High level of computer skills

Attention to detail and accuracy

Proactive management style

Strong work ethic

Caring and confident disposition

Ability to learn quickly

Education

Life & Health Insurance License

2 Years prior experience in the financial industry

Tools

Microsoft Office

CRMs (Redtail is a plus)

Job description

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!

Asset Retention Insurance Services in Laguna Hills, CA 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 updating client account summaries for their review meetings, preparing the main advisor for his/her review meetings, and preparing issued accounts for delivery.

Key Skills:

• Strong organizational skills
• High level of computer skills
• Attention to detail and accuracy
• Proactive management style and consistent follow-through
• Strong work ethic
• A caring and confident disposition
• 2 Years prior experience working in the financial industry is a plus
• Life & Health Insurance License Required within 6 months of employment
• Working knowledge of computers and software, (Microsoft Office)
• Ability to learn quickly and not adverse to change
• Knowledge with working in CRMs (Redtail is a plus)

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 the Advisor for client appointments. Other daily, weekly, and monthly tasks may include:

• Receive incoming client service calls in a friendly manner
• Complete each service request and resolve client issues
• Input notes into CRM and keep updated
• Coordinate and follow up on each client transfer
• Review application prior to submission
• Prepare client review summary for upcoming appointments
• Maintain professional communication with clients and staff
• Assist with client updates, reports, and mailings
• Assist in setting client appointments

Hours:

• 8am to 5pm, Monday through Friday with seminars in the future.

To Note:

• You will be required to take a typing test during the interview process

Presented by Advisor Employee Services Thank you for your interest in the Client Service Administrator role. Advisor Employee Services, a consulting firm located in Overland Park, 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!