Client Service Administrator - Jacksonville, FL
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Job Location:
Jacksonville - USA
Monthly Salary:
$ 20 - 24
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Client Service Administrator
Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily If you enjoy developing long-term relationships constantly challenging yourself and providing superior administrative support we would like to talk to you!
Investment Management Group a fast-paced and faith-based financial firm in Jacksonville FL 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 long-term 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 incoming client service calls database management and client appointment preparation including updating client account summaries for review meetings preparing the main advisor for his/her review meetings and tracking transfers.
Key Skills:
- Provide outstanding client service
- Strong organizational skills
- Excellent communication; written and verbal
- Attention to detail and accuracy
- Proactive management style and consistent follow-through
Minimum Requirements:
- Associates Degree preferred
- Must be able to work in a fast-paced office environment
- Experience with MS Office Suite and the ability to learn new software quickly
- Redtail CRM experience is a plus
Responsibilities:
- Connect with prospects and clients to craft personalized and remarkable experiences
- Responsible for sending out client service communication; newsletters appointment reminders and special occasion messages
- Prepare advisor for client meetings
- Complete client service paperwork
- Track and report on internal advisors production
- Complete each service request and resolve client issues
- Maintain professional communication with clients and staff
- Responsible for executing targeted marketing campaigns utilizing Snappy Kraken
- Maintain client notes in Redtail CRM
Hourly Compensation:
- $20 - $24/hr.
Benefits:
- PTO
- Paid holidays
- Monthly stipend towards health insurance
- 401k plan
- Discretionary year end bonus based on company revenue
Hours:
- 8:30am-5pm Monday-Friday
- Some evenings may be required for client events
Presented by Advisor Employee Services Thank 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
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
