Client Services & Advisor Support Specialist

Advisor Talent Solutions; Leo (SC); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Health insurance

401(k)

PTO

Job summary

Advisor Talent Solutions, based in Leo, IN, is looking for a Client Service Administrator to support existing clients with service requests and enhance relationships through effective communication. Ideal candidates should possess strong organizational skills, a Bachelor’s Degree, and at least 2 years of financial office experience. This role offers a competitive salary ranging from $40,000 to $70,000, along with benefits including health insurance and a 401(k).

Qualifications

• At least 2 years working alongside a financial advisor in a fast-paced office environment.
• Experience with MS Office Suite and ability to learn new software quickly.

Responsibilities

• Consistent follow-through on all efforts, building relationships with prospects and clients.
• Receive incoming client service calls in a friendly manner.
• Complete service requests and resolve client issues.
• Input notes into CRM and keep it updated.
• Coordinate and follow up on each client transfer.
• Prepare client review summaries for upcoming appointments.

Skills

Strong organizational skills

Excellent written and verbal communication

Attention to detail and accuracy

Proactive management style

Education

Bachelor’s Degree preferred

Tools

MS Office Suite

CRM experience

Job description

Advisor Talent Solutions, based in Leo, IN, is looking for a Client Service Administrator to support existing clients with service requests and enhance relationships through effective communication. Ideal candidates should possess strong organizational skills, a Bachelor’s Degree, and at least 2 years of financial office experience. This role offers a competitive salary ranging from $40,000 to $70,000, along with benefits including health insurance and a 401(k).