Client Service Administrator - Financial Firm - Ann Arbor MI
Client Service Administrator - Financial Firm - Ann Arbor MI
Posted on :
08-04-2025
Employer Active
1 Vacancy
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Monthly Salary
$ 50000 - 60000
Vacancy
1 Vacancy
Posted on :
08-04-2025
Job Description
Client Service Administrator
Are you the kind of person who takes pride in doing your best work every single day Do you thrive in a fastpaced highenergy environment where attention to detail and organization are key If you love providing exceptional service enjoy being part of a team of Aplayers and are looking for a fun engaging workplace we want to meet you!
Imber Wealth Advisors in Ann Arbor MI is looking for a Client Service Administrator to join our dynamic and growing team! We are seeking someone who is eager to bring their organizational skills proactive mindset and clientfocused attitude to the table. If youre the type of person who loves going above and beyond to make sure clients feel valued and supported this is the role for you!
What Youll Do
As our Client Service Administrator youll be the friendly and professional first point of contact for our clients. Youll make sure every detail is handled with precision and care ensuring our clients receive toptier service at every interaction. Your daily responsibilities will include:
Handling client service requests like beneficiary changes and withdrawals with efficiency and a smile
Managing incoming client calls and resolving servicerelated issues promptly
Preparing client review summaries and assisting in Advisor meeting preparation
Maintaining accurate and uptodate client records and database management
Assisting with client updates reports and mailings
Helping process and track business applications and paperwork
Managing incoming client calls and resolving servicerelated issues promptly
Preparing client review summaries and assisting in Advisor meeting preparation
Maintaining accurate and uptodate client records and database management
Assisting with client updates reports and mailings
Helping process and track business applications and paperwork
What Were Looking For
We want someone who is passionate about delivering outstanding service thrives on teamwork and has an eye for detail. Heres what makes you a great fit:
We want someone who is passionate about delivering outstanding service thrives on teamwork and has an eye for detail. Heres what makes you a great fit:
Super organized You love lists calendars and making sure no detail is overlooked
Great communicator You can write a clear email explain things with ease and always maintain a professional and friendly tone
Techsavvy Youre comfortable with MS Office Suite learning new software and ideally have experience with CRM systems
Selfmotivated & proactive You dont wait for things to happen; you take initiative and follow through
Financial industry experience Youve worked in a financial services office before and understand the importance of compliance and client confidentiality
What You Need to Succeed
Bachelors Degree preferred
At least 2 years of experience supporting a Financial Advisor in a fastpaced environment
Strong attention to detail and accuracy
A positive cando attitude and a commitment to excellence
Why Youll Love Working Here
At Imber Wealth Advisors we believe work should be fulfilling and fun! We take our work seriously but we also love a good laugh and a supportive team atmosphere. If youre ready to be part of a company that values hard work collaboration and a little bit of fun along the way apply today! We cant wait to meet you!
Salary:
- $50000$60000 BOE
Benefits & Perks:
Health Insurance You are eligible to enroll in our United Healthcare plan. Its the same plan that Jon and his family have! No waiting period to join so youll be able to jump in ASAP.
401(k) with Company Match You are also eligible for a company 401(k) with 5 safe harbor match after 3 months of employment. Were alllll about saving for retirement. Its kinda our thing!
Paid Time Off You will receive 4 weeks 20 days) PTO. Use it up!
Flex Time 4 hours a month to use for oneoff appointments or errands.
Ancillary Benefits We offer a range of optional ancillary benefits including dental vision life insurance disability insurance and legal assistance.
4 PM Friday Release Every Friday start your weekend early with a 4 PM releasebecause your time is just as important as your work.
Licensing Support Well pay for you to obtain your life and health insurance license and Series 65. Well even cover your Certified Financial Planner designation.
MyTreatMonday Start your week off right with our MyTreatMonday lunch program. Enjoy a meal on us every Monday to kick off the week in an enjoyable way!
Birthday Off & Paid Enjoy your special day completely stressfree! Whether you take a day for yourself spend it with loved ones or go on an adventure your birthday is all about YOU.
Team Bonding Events We believe in building a strong collaborative team and these events provide an opportunity to connect outside of the office in a fun and relaxed setting.
We cant wait to welcome the right person to our team!
Hours:
- MondayThursday 8:45am5:00pm
- Friday 8:45am4:00pm
Presented by Advisor Employee Services Thank you for your interest in the Client Service Administrator role. Advisor Employee Services a consulting firm located in Lenexa Kansas represents the top 1 of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement/. We are not a staffing firm but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed please apply today!
Required Experience:
Unclear Seniority
Employment Type
Full Time
Key Skills
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