Client Services Administrator

Advisor Employee Services; Winter Park (FL); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Full Medical

Generous PTO

Job summary

Join a forward-thinking financial firm as a Client Service Administrator, where your organizational skills and attention to detail will help streamline client acquisition processes. This role is pivotal in ensuring a smooth transition for clients, from account openings to asset transfers. You will engage directly with clients and advisors, making a significant impact on their financial journeys. If you are a detail-oriented professional with a passion for excellent client service, this is your opportunity to thrive in a supportive and growing team environment. Embrace the chance to contribute to a culture that prioritizes client needs and values team members.

Qualifications

• Experience in processing new business paperwork in a financial office preferred.
• Intermediate to advanced computer skills required.

Responsibilities

• Complete and process all applications for business submitted by Advisor.
• Ensure accuracy of information provided and forms needed.

Skills

Organizational Skills

Attention to Detail

Communication Skills

Self-directed Initiative

Process Driven

Follow-through

Tools

Excel

Job description

Client Service Administrator

Do you have a passion for the back office of the financial industry? Can you process important client paperwork and maintain a relationship with our clients? We are a long-standing financial firm in Winter Park, FL and are looking for a strong, detail-oriented Client Service Administrator to ensure a smooth client acquisition process from opening accounts, transfer of assets, communicating with the client throughout the process, and maintaining the client relationship after the acquisition. We are seeking a hard-working, positive individual to join our established but growing team. If you are seeking a company that cares about team members and clients, we want to talk to you!

Our office prides itself on providing the ultimate client experience. You can make a direct impact on our client’s financial freedom!

Base pay range

$45,000.00/yr - $55,000.00/yr

Minimum Qualifications

• Previous experience in processing new business paperwork in a financial office preferred
• Intermediate to advanced computer skills
• Experience with Excel required
• Experience with Brokerage account paperwork and transfers preferred
• Experience with Annuity paperwork and transfers preferred
• Understanding of Tax Qualified and Non-Tax Qualified Accounts preferred
• Experience with Life Insurance applications preferred

Required Skills

• Strong organizational skills and attention to detail
• Ability to demonstrate persistence to achieve quality
• Excellent communication; both verbal and written
• Self-directed initiative
• Process driven
• Strong follow-through

Responsibilities

Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service, you will:

• Complete and process all applications for business submitted by Advisor
• Ensure accuracy of information provided and all forms needed are included when forwarded to the insurance/security companies
• Submit all completed in good order applications and forms to the proper agencies
• Follow-up on pending applications with various insurance/security agencies and transfer companies to keep the application process moving forward
• Research and analyze application issues and provide problem resolution
• Answer Advisors’ requests and respond to their needs in a timely manner
• Additional duties and responsibilities as required by management

Benefits

• Full Medical
• Generous PTO

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. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Job Details

• Seniority level: Associate
• Employment type: Full-time
• Job function: Administrative and Customer Service