Client Service Administrator
Are you looking for an opportunity to utilize superior client service skills and work one-on-one with client’s daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you!
Monolith Financial Group in Granite Bay, CA 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 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
Positive attitude
Attention to detail and accuracy
Professionalism
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
CRM experience
Must have experience with Annuity applications and transfers
Must understand Tax Qualified and Non-Tax Qualified Accounts
Experience with Brokerage and Life Insurance accounts
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
Complete and process all applications for business submitted by Advisor
Ensure accuracy of information provided and all forms needed are included when forwarded to the insurance/security agencies
Submit all completed in good order applications and forms to the proper agencies
Follow-up on pending applications with various insurance/security agencies and transfer companies to keep the application process moving forward
Input notes into CRM and keep updated
Coordinate and follow up on each client transfer
Review application prior to submission
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
Salary:
$50,000-$55,000
Benefits:
PTO
401(k) matching
Health insurance for employee is fully covered
Dental and vision at an additional cost
The week between Christmas and New Year is off
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 https://aesplacement.
com/.
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!
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