Client Service Administrator
Are you interested in pursuing a career in the financial industry and have a passion for helping others? SWAN Capital is the team for you! Our office prides itself on providing the ULTIMATE client experience. YOU can make a direct impact on our client's financial freedom!
Our fast-paced financial firm, SWAN Capital in Pensacola, FL 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 ensure smooth transitions through the client acquisition process. You will work together with the financial advisor assisting as needed and in varied capacity to make the client onboarding experience unique and memorable. You will assist new clients 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
- Attention to detail and accuracy
- Proactive management style and consistent follow-through
- Ability to work on the phone with business partners and clients
Minimum Requirements:
- Financial Industry experience preferred
- Experience with MS Office Suite and the ability to learn new software quickly
- CRM experience
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
- 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
- Assist clients with completing all forms needed when forwarded to the insurance/security agencies.
- Completing conference calls with carriers and clients
- Conduct regular touch point calls with clients to follow up during onboarding process
Salary:
Benefits:
- Healthcare
- 8% 401(k) vested at 90 days
- 15 days PTO from start
- 8 paid holidays per year
Hours:
- Monday – Friday 8:00am – 5:00pm
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!
