Client Service Administrator

Are you an A player looking to expand your career and be a part of a successful team? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you! Our growing financial services firm, Roland Financial Wealth Management, in Erie, PA is seeking to add a Client Service Representative 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, prepping the Main Advisor for his/her review meetings, and preparing issued accounts for delivery.

In addition, Sales of Medicare, Life Insurance and Annuities will be a required part of this position.

Minimum Requirements:

2 plus years Insurance/Financial Industry experience highly preferred
Life & Health Insurance License Required within 6 months of employment
Experience with Medicare sales and service required
Experience with MS Office Suite and the ability to learn new software quickly
CRM / Salesforce experience preferred

This position requires you to possess the following skills:

Strong organizational and sales skills
Excellent communication; both written and verbal
Attention to detail and accuracy
Proactive Management Style and consistent follow-through
Undeniable “A Player” mentality

Responsibilities/Tasks:

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/or monthly tasks may include:

Receive incoming client service calls in a friendly manner
Complete each service request and resolve client issues
Input notes into CRM and keep updated
Coordinate and follow up on each client transfer
Review application prior to submission
Follow application process from start to finish
Prepare client review summary for upcoming appointments
Maintain professional communication with clients and staff
Assist with client update reports and mailings
Assist in setting client appointments for Advisor and general office duties

Office Duties:

Assisting the Financial Advisor and the branch office to exceed client and regulatory expectations include:

Function as a phone back-up to other office personnel for phone coverage
Help to keep database up to date and accurate

Salary:

$47,000 to $52,000 based on experience

Benefits

401(k) - automatic 3% company contribution based on salary
Cash balance plan
Profit sharing reimbursement for individual health insurance
Continuing education stipend/reimbursements
General holidays off
PTO and comp time
Bonus and commission potential

Hours:

Monday – Friday
9:00am-5:00pm
Some evenings required for client events

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!

Roland Financial Wealth Management

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Client Service Administrator