Client Services Administrator

Client Service AdministratorAre 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! Our busy financial planning firm located near Madison, WI 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.Minimum Requirements:Associate's Degree preferredFinancial Industry experience strongly preferred2+ years working alongside a Financial Advisor in a fast-paced office environmentLife and Health required or willingness to obtain within 90 days of start dateExperience with MS Office Suite and the ability to learn new software quicklyCRM experience requiredThis position requires that you possess the following skills:Strong organizational skillsExcellent communication; both written and verbalAttention to detail and accuracyProactive Management Style and consistent follow-throughResponsibilities/Tasks:Complete each service request and resolve client issuesInput notes into CRM and keep updatedComplete and process new client applicationsMaintain database programsRespond to client inquiries as neededOpening, closing, and transferring of accountsGenerate and provide various reports to AdvisorProcess transactionsFollow-up on pending business with companies and clientsAssist Advisor with pre-appointment preparationResolve any issues regarding new accountsOffice Duties:Assisting the Financial Advisor and the branch office to exceed client and regulatory expectations include:Function as a phone back-up to offer office personnel for phone coverageHelp to keep database up to date and accurateSalary$40,000- $80,000 - Based on ExperienceHours8:00 AM - 5:00 PMFlex Schedule after 90 daysNeed Time?Unlimited PTOLet's Stay Healthy!Health/Dental/VisionSave for Retirement!401KBonuses!Profit SharingFree LunchesAll-expense paid Team Trip for you and plus one!Advancement opportunitiesCommunity InvolvementPresented 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!

Created: 2025-03-03