Client Service Administrator
Are 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 changes/withdrawals, 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 skills
* Attention to detail and accuracy
* Proactive management style and consistent follow-through
* Financial Industry experience preferred
* 2+ years in a fast-paced office environment preferred
* Experience with MS Office Suite and the ability to learn new software quickly
* CRM experience
Responsibilities:
* Complete each service request and resolve client issues
* Prepare/print client review statements for upcoming appointments
* Maintain professional communication with clients and staff
* Assist with client updates, reports, and mailings
* Set appointments with clients and prospects, assist with calendar management
* Database management
* Assist with various marketing objectives
* Answer phones and greet clients in a friendly, positive, and warm manner
* Complete and process all applications for business submitted by Advisor
Hours:
* 9am-5pm *Flex time to attend 2-4 Seminar/Workshop evenings per month.
* 8am-5pm on team meeting days
Compensation:
$48,000-$55,000 + Bonuses
Benefits:
* Blue Cross Blue Shield health insurance (Employer 50%)
* SEP - Employer 4% of base salary after 1 year
* AFLAC products
* Major holidays & flex holidays
* Annual team meeting - fully paid trip
* Birthday lunches
Seniority level: Entry level
Employment type: Full-time
Job function: Finance
Thank you for your interest in the Client Service Administrator role. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
#J-18808-Ljbffr