Client Service Administrator - Financial Firm - Roseville CA
Client Service Administrator - Financial Firm - Roseville CA
Posted on :
12-04-2025
Employer Active
1 Vacancy
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Share
Send me jobs like this
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Job Description
Client Service Administrator
Are you looking for an opportunity to utilize superior client service skills and work oneonone with clients day If you enjoy developing longterm relationships constantly challenging yourself and providing superior administrative support we would like to talk to you!
Bright Lake Wealth Management in Roseville CA is seeking to add a Client Service Administrator to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry longterm and contribute to the growth of our business.
Job Description:
The purpose of this position is to service the existing client base with all service requests including beneficiary changes/withdrawals incoming client service calls database management and client appointment preparation including updating client account summaries for their review meetings preparing the main advisor for his/her review meetings and preparing issued accounts for delivery.
Key Skills:
- Strong organizational skills
- Growth mindset
- Excellent communication; written and verbal
- Attention to detail and accuracy
- Proactive management style and consistent followthrough
- Ability to work independently and within a team environment
- Proficient with MS Office Suite and MAC platforms
- Ability to meet deadlines and work under pressure
Minimum Requirements:
- Associates degree preferred
- Financial Industry experience preferred
- 2 years working in a fastpaced office environment preferred
- Experience with MS Office Suite and the ability to learn new software quickly
- CRM experience a plus Salesforce
Responsibilities:
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:
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
- Greet clients when they arrive at the office
- Complete each service request and resolve client issues
- Manage inventory of the office
- Input notes into CRM and keep updated
- Coordinate and follow up on each client transfer
- Assist with setup at office events
- 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 mailing
- Assist in setting client appointments
Salary:
$30 $35/hr. Based on Experience
Benefits You Bet!
- 401K
- Health Insurance
- PTO
- Paid Holidays
- Sick Leave
- Monday Friday
- 8:00 AM 5:00 PM
*Seminar Attendance required Evening Work 2 times a month
Presented by Advisor Employee Services Thank you for your interest in the Client Service Administrator role. Advisor Employee Services a consulting firm located in Overland Park 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. 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
Hourly
Key Skills
Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.
