New Business & Client Services Administrator

Nowlin & Associates; Birmingham (AL); On-site; USD 35,000 - 50,000; Full time

Job summary

A financial planning firm is seeking a full-time New Business Administrator in Birmingham, AL. This entry-level role focuses on assisting in advisor communications, ensuring excellent customer service, and handling financial vendor communications to provide a seamless client experience. Ideal candidates will possess strong communication skills, a bachelor's degree in finance or a related field, and proficiency in Microsoft Office.

Qualifications

• Strong communication and customer service skills are essential.
• Knowledge of finance and familiarity with insurance products is beneficial.
• Excellent organizational and time management abilities required.

Responsibilities

• Assist in advisor communications and provide excellent customer service.
• Manage implementation of financial products and handle vendor communication.
• Coordinate with professional advisors for seamless client service.

Skills

Strong Communication and Customer Service skills

Knowledge of Finance

Familiarity with Insurance products

Excellent organizational abilities

Proficiency in Microsoft Office

Education

Bachelor's degree in finance, accounting, Business Administration, or a related field

Job description

A financial planning firm is seeking a full-time New Business Administrator in Birmingham, AL. This entry-level role focuses on assisting in advisor communications, ensuring excellent customer service, and handling financial vendor communications to provide a seamless client experience. Ideal candidates will possess strong communication skills, a bachelor's degree in finance or a related field, and proficiency in Microsoft Office.