Client Services Administrator

Asset Retention Insurance Services, Inc.; Irvine (CA); On-site; USD 47,000 - 54,000; Full time

Job summary

A leading company in the financial services sector is looking for a Client Services Specialist based in Irvine, CA. This role emphasizes building long-term relationships with clients and providing administrative support. The ideal candidate will possess strong organizational and communication skills, and be willing to train for a Life & Health Insurance License. Benefits include medical and vision plans, a 401K match, and paid time off.

Benefits

Medical and Vision plan options with employer contribution

401K with 5% match after 60 days

9 Company-Paid Holidays per year

2 weeks PTO per year

5 Sick Days per year

Discretionary Team Perks and Monthly Performance Bonuses

Qualifications

• 2 years of prior experience in the financial industry is a plus.
• Life & Health Insurance License required within 6 months.
• Experience working in customer service and finance.

Responsibilities

• Service existing client base with requests and calls.
• Prepare client review summaries for meetings.
• Maintain professional communication with clients and staff.

Skills

Strong organizational skills

High level of computer skills

Attention to detail

Proactive management style

Strong work ethic

Caring disposition

Good math skills

Ability to learn quickly

Education

Associate’s degree preferred

Tools

Microsoft Office

CRMs (Redtail is a plus)

Job description

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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.

If you have a passion for helping others and have the aptitude for finance, there is a career opportunity to become a future producer. On the job training to becoming a Life & Health Annuities Agent is available to the right person.

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
• Must have good math skills and understand basic calculations
• Associate’s degree preferred, but not required
• 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 Specialist 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
• Medical and Vision plan options with employer contribution starting the 1st after 60 days of employment
• 401K with 5% match after 60 days of employment
• 9 Company-Paid Holidays per year (includes week between Christmas and New Year)
• 2 weeks PTO per year begin accruing after 90 days of employment
• 5 Sick Days per year eligible after 90 days of employment
• Discretionary Team Perks and Monthly Performance Bonuses

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!

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Customer Service, Finance, and Administrative

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