Client Service Administrator
Client Service Administrator
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Job Overview:Our fastgrowing and thriving team is seeking a highly energetic highly professional Client Service Administrator. This role is critical to the overall success of our team and will help us operate efficiently daytoday by supporting team members on various administrative tasks projects and business initiatives. We seek an Administrator who is organized detailoriented flexible able to multitask and supports others. This position allows us to be a highfunctioning team through data management account management project implementation client communications and upholding our strong vibrant inclusive culture.
Job Responsibilities
- Provide administrative support to the team including managing calendars and email and coordinating schedules
- Manage business systems to ensure team functionality
- Support Client Service Managers and Advisors with administrative preparation for client review meetings
- Enhance overall client experience by incorporating efficiencies in processes and workflow monitoring for areas of improvement
- Assist in coordinating client paperwork such as new account forms statements signature forms and reports
- Generate ideas for and plan team meetings
- Enhance client experience through bulk email communications and organizing meetings
- Handle inbound and outbound mail for clients and team members
- Maintain and organize client files including scanning documents
- Coordinate work travel including flights hotels and rental cars
- Track and report on continuing education and licenses for partners and advisors
- Provide marketing and branding assistance as needed
- Perform other miscellaneous duties as required
- 3 years of related experience
- High school diploma required; college degree preferred
- Proficient in Microsoft Office applications with an interest in learning additional systems and platforms
- Highly organized with excellent attention to detail
- Strong communication and interpersonal skills
- Able to manage multiple priorities in a fastpaced environment
- Must be authorized to work in the United States
Required Experience:
Unclear Seniority
Employment Type
Full-Time
