Financial Client Experience Specialist

Wealth Trac Financial LLC; Franklin (MI); Presencial; USD 38.000 - 60.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

PTO

401k and Roth 401k with company match

Descripción de la vacante

Wealth Trac Financial LLC in Franklin, MI seeks a detail-oriented Client Service Administrator to ensure a smooth, confident client experience. The role involves supporting the financial advisor, answering calls, managing calendars, CRM data, and processing new client applications, with a focus on accuracy and professional service.

The position requires 3+ years of admin office experience in finance, strong Excel skills, and proficiency with Salesforce or Wealthbox CRM.

Formación

• Bachelor's degree preferred.
• 3+ years of Administrative Office experience in a fast-paced environment.
• Financial industry experience required.
• Intermediate to advanced MS Excel skills.
• Experience with CRM platforms (Salesforce / Wealthbox).
• Desire to obtain long-term employment.
• Strong organizational skills and attention to detail.
• Proactive management style and follow-through.

Responsabilidades

• Assist the Financial Advisor in managing the office to exceed client and regulatory expectations.
• Answer phones and greet clients in a friendly, positive, and warm manner.
• Be the first point of contact for prospects and clients.
• Maintain office supplies and organize incoming/outgoing mail and packages.
• Assist clients with issues and account inquiries.
• Build and improve upon client relationships and database management.
• Calendar management and appointment setting; pre-appointment preparation with account summaries.
• Maintain electronic filing system and CRM; complete and process new client applications.
• Record notes from client conversations; assist with marketing objectives.
• Other industry-specific tasks as needed.

Conocimientos

MS Office Suite

Excel

Customer service

Educación

Bachelor's degree

Herramientas

Salesforce

Wealthbox

Descripción del empleo

Wealth Trac Financial LLC in Franklin, MI seeks a detail-oriented Client Service Administrator to ensure a smooth, confident client experience. The role involves supporting the financial advisor, answering calls, managing calendars, CRM data, and processing new client applications, with a focus on accuracy and professional service.

The position requires 3+ years of admin office experience in finance, strong Excel skills, and proficiency with Salesforce or Wealthbox CRM.