Client Service 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 fast-paced financial firm, Dale A. Frank Financial Group, in Sunderland, MA 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 beneficiary changeswithdrawals, incoming client service calls, database management, and client appointment preparation including printing client account statements for their review meetings and preparing issued contracts for delivery.Key Skills:Strong organizational skillsExcellent communication; written and verbalAttention to detail and accuracyProactive management style and consistent follow-throughMinimum Requirements:Financial Industry experience preferred2+ years in a fast-paced office environment preferredExperience with MS Office Suite and the ability to learn new software quicklyCRM experienceResponsibilities:This Client Service Administrator will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare for client appointments. Other daily, weekly, and monthly tasks may include:Complete each service request and resolve client issuesPrepareprint client review statements for upcoming appointmentsMaintain professional communication with clients and staffAssist with client updates, reports, and mailingsSet appointments with clients and prospects, assist with calendar managementDatabase managementAssist with various marketing objectives, attend evening dinner seminars and workshopsAnswer phones and greet clients in a friendly, positive, and warm mannerComplete and process all applications for business submitted by AdvisorSalary$48,000-$55,000 + Bonus'Hours9am-5pm *Flex time to attend 2-4 SeminarWorkshop evenings per month. 8am-5pm on team meeting daysBenefits Blue Cross Blue Shield health insurance (Employer 50%) SEP - Employer 4% of base salary after 1 year AFLAC productsMajor holidays & flex holidays Annual team meeting - fully paid trip Birthday lunchesPresented 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: 2025-02-21