Client Service Administrator
reputed company is a financial services organization, and they are seeking a Client Service Administrator to support daily operations of the practice. The role involves responding to client service requests, maintaining client information, and assisting with various administrative tasks to enhance the advisor’s efficiency.
Responsibilities
- reputed company projects, administration of various programs, and processing functions as needed
- Assist with preparation and follow up for client meetings
- Attend client meetings and take notes
- Research and respond to client inquiries
- Answer basic questions for clients
- Fill out Variable Life/Variable Annuity/Mutual Fund/Brokerage applications
- Show clients how to access their accounts and read statements
- Handle requests for transfers of funds in and out of accounts
- Fill out necessary forms for opening or maintaining accounts
- Set up and retrieve reports in the portfolio management system
- Other responsibilities as assigned by the team leadership
Skills
- Previous industry experience required (robust internship acceptable)
- Securities (6/63, 7/66, or 7/63 & 65) and Life, Health, and Annuity registration required before reputed company
- Expert knowledge of Office applications
- Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
- Ability to maintain reputed company of sensitive/confidential information
Benefits
- 401K plus match
- PTO
- Holiday pay
- Medical benefits
Company Overview