Client Services Administrator - Franklin, TN

Advisor Talent Solutions; Franklin (TN); On-site; USD 50,000 - 55,000; Full time

Benefits offered by this job

Health Insurance

PTO

401K Match

Job summary

Advisor Talent Solutions is seeking a Client Service Administrator to work closely with Financial Advisors and onboard new clients. The ideal candidate will possess strong organizational and communication skills and have at least 2 years of experience in the financial industry. Responsibilities include assisting with client service requests, preparing review summaries, and maintaining professional client communication. The salary is between $50,000 and $55,000 with benefits including health insurance and PTO.

Qualifications

• Associate degree preferred; financial industry experience required.
• 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 is necessary.

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.
• Assist with client updates, reports, and mailings.
• Work independently with Financial Advisor(s).

Skills

Strong organizational skills

Excellent communication (written and verbal)

Attention to detail and accuracy

Proactive management style and consistent follow-through

Education

Associate degree preferred

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

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 and growing financial firm, Beacon Capital Management in Franklin, TN, 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 work with Financial Advisor(s) to onboard new clients as well as 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
• Excellent communication; written and verbal
• Attention to detail and accuracy
• Proactive management style and consistent follow-through

Minimum Requirements

• Associate degree preferred
• Financial Industry experience required
• 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

• 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
• Work independently with Financial Advisor(s) and help other CSA’s as needed

Salary

$50,000-$55,000

Benefits

• Health Insurance
• PTO
• 401K Match

Hours

Monday-Thursday: 8:30 am - 5:00 pm
Friday: 8:30 am – 4:00 pm