Client Services & Admin Specialist

Russell Tobin; Lake Elmo (MN); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) retirement plan

Life & disability insurance

Employee discounts

Job summary

PrideGlobal's client seeks a Client Service Administrative Assistant to support daily branch operations and ensure a welcoming experience for clients in a financial services setting. The role blends reception, administrative tasks, and client service responsibilities, requiring excellent communication and meticulous organization.

Prior experience in financial services or branch environments is a plus, and the position offers healthcare coverage and retirement benefits through PrideGlobal

Qualifications

• Administrative, receptionist, or client service experience preferred.
• Strong communication and customer service skills.
• Excellent organization and attention to detail.

Responsibilities

• Answer phones, greet clients, and respond to client service requests.
• Log correspondence and check deposits and maintain client files.
• Manage office supplies and submit maintenance requests.
• Process expense reports and coordinate administrative tasks.
• Schedule meetings with wholesalers and support branch seminars and events.
• Schedule client appointments and maintain accurate client information.
• Introduce clients to digital tools and support the overall client experience.
• Enter and update new and existing client data across various applications.

Skills

Administrative experience

Receptionist experience

Client service experience

Strong communication

Customer service

Organization and detail

Job description

PrideGlobal's client seeks a Client Service Administrative Assistant to support daily branch operations and ensure a welcoming experience for clients in a financial services setting. The role blends reception, administrative tasks, and client service responsibilities, requiring excellent communication and meticulous organization.

Prior experience in financial services or branch environments is a plus, and the position offers healthcare coverage and retirement benefits through PrideGlobal