Client Service Administrator Jacksonville, FL
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Job Location:
Jacksonville, FL - USA
Monthly Salary:
Not Disclosed
Posted on:
5 hours 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!
At J. Biance Financial in Jacksonville FL we are a faith-based financial firm dedicated to serving individuals with integrity compassion and values-driven guidance. Our mission is to transform lives through exceptional financial services while upholding faith-inspired principles in all that we do. We believe in using data-driven strategies to help our clients achieve long-term financial well-being.
Job Description:
The purpose of the Client Service Administrator is to support the existing client base with all service requests including beneficiary changes/withdrawals incoming client service calls database management and client appointment preparation including updating client account summaries for their review meetings preparing the main advisor for his/her review meetings and preparing issued accounts for delivery.
Key Skills:
- 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
- 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
- Redtail CRM experience preferred
- Familiarity with the Fidelity Platform is a plus!
Responsibilities:
This Client Service Administrator will be expected to have consistent follow-through with all efforts build relationships with prospects and clients and help prepare the Advisor for client appointments. Other daily weekly and monthly tasks may include:
- Receive incoming client service calls in a friendly manner
- Complete each service request and resolve client issues
- Proactively prepare and follow up after Advisor/Client meetings
- Complete and process all applications for business submitted by Advisor
- Maintain accurate and timely recurring Redtail activities
- Prepare client review summary for upcoming appointments
- Maintain professional communication with clients and staff
- Assist with client updates reports and mailings
- Assist in setting client appointments
- Organize and execute Client Appreciation Events
Benefits:
- Health insurance stipend
- 401k
- Dental and vision insurance
- Sick leave
- PTO
Salary:
- $60k quarterly bonus opportunity
Hours:
- Monday: 8:30am 5:00pm
- Tuesday Thursday: 8:00am 5:00pm
- Friday: 9:30am 4:00pm
- In office
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
