Client Success Administrator - The Villages, FL
Client Success Administrator - The Villages, FL
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
The Villages Full-Time
- Financial Industry experience required
- 2 years working alongside a Financial Advisor in a fast-paced office environment preferred
- Experience with MS Office Suite and the ability to learn new software quickly
- CRM experience
- Support advisors with client onboarding account setup and service requests
- Manage account updates money movement and documentation
- Provide outstanding client service and respond promptly to client needs
- Assist with scheduling paperwork preparation and follow-up tasks
- Maintain accurate records in our CRM and technology systems
- Strong organizational skills and attention to detail
- Excellent communication and client service mindset
- Comfort working with technology and financial platforms
- A positive professional and proactive attitude
- Starting at $50000
- Health Insurance
- Generous PTO Schedule
- $1000 Business Clothing Allowance
- Monday Thursday 8:00 AM 4:30 PM
- Friday 8:00 AM 4:00 PM
Required Experience:
Unclear Seniority
Employment Type
Full Time
