Client Services Administrator - Financial Firm - Wilmington NC
Client Services Administrator - Financial Firm - Wilmington NC
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$ 46000 - 56000
1 Vacancy
Job Description
Endless Evolution We take full responsibility for our work and the success of the team always holding ourselves accountable.
Extreme Ownership We take responsibility for our work and contribute to team success.
Elite Experience We provide an exceptional experience for both clients and team members going above and beyond expectations.
Best Interest We always put our clients and Staffs best interests first ensuring their needs drive every decision we make.
- Provide topnotch support to clients and advisors.
- Maintain strong client relationships through exceptional service
- Assist with account management paperwork and client requests
- Work alongside a dynamic teamoriented group that values collaboration
- Ability to obtain a Life & Health Insurance License within 90 days of hire (companysupported).
- Strong communication and organizational skills.
- A positive upbeat and personable demeanor with strong interpersonal skills.
- Basic proficiency in Microsoft Office and ability to learn industryspecific software.
- High attention to detail and a clientfocused mindset.
- Previous experience in financial services insurance or client service roles.
- Knowledge of investment advisory processes and compliance regulations.
- Experience handling confidential client information securely.
- $46000$56000
- Professional development support including licensing assistance.
- A teamoriented environment focused on longterm career growth.
- Competitive compensation and benefits.
- MondayFriday: 9:00 am 5:00 pm
- Occasional evening events
Required Experience:
Unclear Seniority
Employment Type
Full Time
