Client Service Administrator - Financial Firm - The Villages FL
Client Service Administrator - Financial Firm - The Villages FL
Posted on :
18-04-2025
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
Monthly Salary
$ 40000 - 50000
Vacancy
1 Vacancy
Posted on :
18-04-2025
Job Description
Client Service Administrator
Do you have a passion for the financial industry and knowledge of processing important client paperwork Blackston Financial Advisory Group in The Villages FLis looking for a strong detailoriented Client Service Administrator to ensure the client acquisition process from application submission to policy delivery is as smooth as possible. We are seeking a hardworking positive individual to join our continuously growing team. If you are seeking a company that cares about team members and clients we want to talk to you!
Our office prides itself on providing the ultimate client experience. You can make a direct impact on our clients financial freedom!
Minimum Requirements:
- Previous experience in processing new business paperwork in a financial office preferred
- Intermediate to advanced computer skills desired
- Experience with Excel required
- Experience with Annuity applications and transfers preferred but not required
- Must understand Tax Qualified and NonTax Qualified Accounts
- Experience with Brokerage and Life Insurance accounts
This position requires that you possess the following skills:
- Strong organizational skills and attention to detail
- Ability to work with important paperwork without much client interaction
- Ability to demonstrate persistence to achieve quality
- Excellent communication; both verbal and written
- Selfdirected initiative
- Process driven
- Strong followthrough
Responsibilities:
Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will:
Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will:
- Complete and process all applications for business submitted by Advisor
- Ensure accuracy of information provided and all forms needed are included when forwarded to the insurance/security agencies
- Submit all completed in good order applications and forms to the proper agencies
- Followup on pending applications with various insurance/security agencies and transfer companies to keep the application process moving forward
- Research and analyze application issues and provide problem resolution
- Answer Advisors requests and respond to their needs in a timely manner
- Meet with the clients for their final onboarding
- Additional duties and responsibilities as required by management
Salary
$40000 $50000 BOE
Bonuses You Bet!
Benefits Absolutely!
Health Insurance
Generous PTO Schedule
$1000 Business Clothing Allowance
Hours
Monday Thursday
8:00 AM 4:30 PM
Friday
8:00 AM 4:00 PM
Presented by Advisor Employee ServicesThank 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. 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
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.
