Client Service Administrator - Financial Firm - Prospect, KY

Aesplacement; Kansas; On-site; USD 40,000 - 50,000; Full time

Job summary

An established industry player is seeking a Client Service Administrator to provide exceptional support and build lasting relationships with clients. This role is ideal for someone with a passion for the financial industry and a commitment to delivering top-notch service. You will engage with clients daily, manage service requests, and assist in preparing for client meetings. If you thrive in a fast-paced environment and have a knack for organization and detail, this is the perfect opportunity for you to grow and make a significant impact in a rewarding career.

Benefits

Health Insurance

401(k)

PTO

Qualifications

• 2+ years of experience in a fast-paced office environment.
• Strong attention to detail and organizational skills.

Responsibilities

• Assist in preparing the Advisor for client appointments.
• Maintain professional communication with clients and staff.
• Process applications and resolve client issues.

Skills

Strong organizational skills

Attention to detail and accuracy

Proactive management style

Financial industry experience

2+ years working alongside a Financial Advisor

Experience with MS Office Suite

CRM experience

Tools

MS Office Suite

CRM software

Job description

Location: Prospect, KY

Job Id: 3710

# of Openings: 1

Client Services 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 exceptional administrative support, we want to talk to you!

Our fast-paced financial firm, Family Wealth Strategies in Prospect, KY, is seeking to add a Client Service Representative to our team. The ideal candidate will have a desire to work in the financial industry long-term and contribute to our business growth.

Job Description:

This position involves preparing new business, servicing the existing client base with all service requests (including beneficiary changes, withdrawals, client service calls, database management, and appointment preparation). Responsibilities also include preparing the main advisor for 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 required
• 2+ years working alongside a Financial Advisor in a fast-paced office environment (preferred)
• Experience with MS Office Suite and ability to learn new software quickly
• CRM experience

Responsibilities:

The Client Service Representative will be expected to follow through consistently, build relationships with prospects and clients, and assist in preparing the Advisor for client appointments. Daily, weekly, and monthly tasks may include:

• Receiving incoming client service calls in a friendly manner
• Completing service requests and resolving client issues
• Processing applications submitted by the Advisor
• Preparing client review summaries for upcoming appointments
• Maintaining professional communication with clients and staff
• Assisting with client updates, reports, and mailings
• Setting client appointments

Compensation & Benefits:

• Salary: $40,000 - $50,000
• Health Insurance
• 401(k)
• PTO

Hours:

Presented by Advisor Employee Services. Thank you for your interest in the Client Service Administrator role. Advisor Employee Services, based in Lenexa, Kansas, represents the top 1% of financial advisors nationwide. Visit our website at https://aesplacement.com/ to learn more. We are not a staffing firm but a reputable consulting firm that helps established financial advisors find the right personnel. If you believe you have the skills for this role, please apply today!