Client Service Administrator

MUCH WEALTH MANAGEMENT, INC.

Southlake (TX)

On-site

USD 40,000 - 50,000

Full time

14 days+

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Job summary

A financial services firm in Southlake, TX is seeking a Client Service Administrator who excels in providing client support and managing service requests. The ideal candidate will have 2+ years of experience in the financial industry and strong organizational skills. Responsibilities include handling client inquiries, preparing review summaries, and assisting with appointment scheduling. This full-time role offers a pay range of $40,000 - $50,000.

Qualifications

2+ years working alongside a Financial Advisor in a fast-paced office environment preferred.
Experience with MS Office Suite and the ability to learn new software quickly.

Responsibilities

Receive incoming client service calls in a friendly manner.
Complete each service request and resolve client issues.
Prepare client review summary for upcoming appointments.
Maintain professional communication with clients and staff.

Skills

Strong organizational skills

Attention to detail and accuracy

Proactive management style and consistent follow-through

Financial Industry experience preferred

2+ years working alongside a Financial Advisor

Experience with MS Office Suite

CRM experience

Job description

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MUCH WEALTH MANAGEMENT, INC. provided pay range

This range is provided by MUCH WEALTH MANAGEMENT, INC.. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$40,000.00/yr - $50,000.00/yr

Client Service Administrator

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!

Our fast-paced financial firm, Much Wealth Management, in Southlake, TX 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
Attention to detail and accuracy.
Proactive management style and consistent follow-through
Financial Industry experience preferred.
2+ years working alongside a Financial Advisor in a fast-paced office environment preferred.
Experience with MS Office Suite and the ability to learn new software quickly.
CRM experience

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.
Complete and process all applications for business submitted by Advisor.
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.
Calling and scheduling with prospective clients
Provide marketing support as needed including newsletters, blog, social, website, communications, events, etc.

Hours

M-F 9am-5pm
Some evenings required for client events.
$40,000-$50,000

Presented by Advisor Employee Services Thank you for your interest in the Client Service 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 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!

Seniority level