Client Service Administrator - Financial Firm - Myrtle Beach SC
Client Service Administrator - Financial Firm - Myrtle Beach SC
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
- Strong organizational skills
- Excellent communication; written and verbal
- Attention to detail and accuracy
- Proactive management style and consistent followthrough
- Associates Degree preferred
- Financial Industry experience required
- 2 years working alongside a Financial Advisor in a fastpaced office environment preferred
- Experience with MS Office Suite and the ability to learn new software quickly
- CRM experience Salesforce or Redtail experience preferred
This Client Service Administrator will be expected to have consistent followthrough with all efforts build relationships with prospects and clients and help prepare the Advisor for client appointments. Other daily weekly and monthly tasks may include:
- Receive incoming client service calls in a friendly manner
- Complete each service request and resolve client issues
- Input notes into CRM and keep updated
- Coordinate and follow up on each client transfer
- Review application prior to submission
- 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
- Medical
- Dental
- Vision
- HSA with choice of the HD Medical Plan option
- 401(k) match
- Unlimited PTO
Required Experience:
Unclear Seniority
Employment Type
Full Time
