Client Service Administrator

New York City, NY - USA

Monthly Salary: $ 18 - 21

Posted on: 18 hours ago

Vacancies: 1 Vacancy

Job Summary

Summary

This position provides administrative support to Flint Hills Group. The Client Service Administrator is the primary point of contact for clients ensuring smooth scheduling and exceptional service. This role focuses on proactive communication appointment management and preparing clients for successful meetings. The Client Service Administrator reports to and is employed by Flint Hills Group.

This position is part-time (20-25 hours a week) compensation is $18-21/hr dependent upon experience.

Job Description

Position Roles/Responsibilities/Accountabilities

Client Scheduling & Communication
- Manage appointment scheduling in Salesforce prioritizing A/B/C clients and special call lists.
- Outbound calls to current clients and warm prospects.
- Execute structured call campaigns for birthdays and focus projects.
- Confirm appointments send meeting details and maintain client folders.
Meeting Preparation
- Prepare digital documents to sign and printed packets (Household Profile TCP Choice Dollars illustrations tax worksheets).
Client Service Support
- Answer phones professionally document calls and schedule meetings.
- Assist clients with DocuSign processes and provide guidance on accessing documents.
Relationship Management
- Recognize birthdays and anniversaries send cards and maintain client engagement

Position Qualifications

Strong interpersonal and communication skills
Highly organized and detail-oriented.
Enjoys engaging with people on the phone and in person.
Bachelors degree or associates degree preferred.
Previous administrative/secretarial experience desired
Strong technical computer aptitude and knowledge of business tools (e.g. Microsoft Word Excel PowerPoint) and proficiency in Salesforce and Docusign preferred
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain integrity of sensitive/confidential information
Basic understanding of our products and services and Thrivent Financial

Competencies

Planning/Organizing
Customer Focus
Communication
Interpersonal Skills
Teamwork and Collaboration
Adaptability/Flexibility

External/Internal Dependencies

Must be able to work with all roles of the team
Must be able to represent the organization in work with external clients
Must be able to cultivate and maintain relationships with outside organizations

As part of Flint Hills Groups recruiting/hiring/contracting process a verification of a candidates background will be made to complete the hiring/contracting addition fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firms Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.

Required Experience:

Unclear Seniority

SummaryThis position provides administrative support to Flint Hills Group. The Client Service Administrator is the primary point of contact for clients ensuring smooth scheduling and exceptional service. This role focuses on proactive communication appointment management and preparing clients for su...

Summary

Job Description

Position Roles/Responsibilities/Accountabilities

Client Scheduling & Communication
- Manage appointment scheduling in Salesforce prioritizing A/B/C clients and special call lists.
- Outbound calls to current clients and warm prospects.
- Execute structured call campaigns for birthdays and focus projects.
- Confirm appointments send meeting details and maintain client folders.
Meeting Preparation
- Prepare digital documents to sign and printed packets (Household Profile TCP Choice Dollars illustrations tax worksheets).
Client Service Support
- Answer phones professionally document calls and schedule meetings.
- Assist clients with DocuSign processes and provide guidance on accessing documents.
Relationship Management
- Recognize birthdays and anniversaries send cards and maintain client engagement

Position Qualifications

Strong interpersonal and communication skills
Highly organized and detail-oriented.
Enjoys engaging with people on the phone and in person.
Bachelors degree or associates degree preferred.
Previous administrative/secretarial experience desired
Strong technical computer aptitude and knowledge of business tools (e.g. Microsoft Word Excel PowerPoint) and proficiency in Salesforce and Docusign preferred
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain integrity of sensitive/confidential information
Basic understanding of our products and services and Thrivent Financial

Competencies