Client Service Administrator Annapolis, MD
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Job Location:
Annapolis, MD - USA
Yearly Salary:
$ 60 - 65
Posted on:
20 hours ago
Vacancies:
1 Vacancy
Job Summary
Position: Client Service Administrator
Firm: Copper Creek Financial
Location: Annapolis MD
Overview:
At Copper Creek Financial based in Annapolis MD we empower clients to maximize their financial potential. As a Client Service Administrator youll deliver high-quality service with excellence care and prompt follow-throughliving out our core values in every interaction. This role requires frequent and proactive communication with clients leading to consistent and impactful client experiences. If youre ready to make an impact and grow professionally we want to meet you!
What youll do:
- Outstanding phone skills and a confident friendly manner when speaking with clients
- Deliver a seamless onboarding experience for new clients ensuring personalized attention and exceptional service at every step
- Monitor and track pending service work ensuring clients receive personalized update calls regarding the progress of their requests
- Assist clients with issues and concerns
- Schedule client meetings
- Accurately document client interactions and conversation details in the CRM (Wealthbox) database
- Resolve any issues regarding new accounts
- Prepare all new accounts for delivery and schedule delivery meeting with the client
What Were Looking For:
- High School Diploma
- 2 years experience in a similar role or experience within the financial services industry
- Demonstrates strong proficiency and confidence working across various platforms and operating systems; Microsoft Office Suite and Wealthbox
- Excellent communication; written and verbal
- Skilled in building strong trust-based relationships with clients by providing attentive personalized service and guidance
- Collaborative proactive team player willing to assist others
- Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
- Exhibits meticulous attention to detail and a commitment to accuracy
- Embraces change and adapts quickly in a dynamic environment
Bonus Points:
- Demonstrates an entrepreneurial mindset to enhance and optimize processes
- Schwab platform experience a plus
What Youll Get:
Pay & Perks:
- $60k-$65k/year based on experience bonus potential
- PTO
- Closed federal holidays
- Opportunities for professional development and growth
Schedule:
- In office: Monday Friday 9am 5pm
- Serve as a backup for client events; occasional evening availability required
Presented by Advisor Talent Solutions
Advisor Talent Solutions part of the AE Management LLC family of companies supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Required Experience:
Unclear Seniority
