Client Service Administrator

Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients? 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 service firm, Curran Financial, in Charleston, SC 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
Attention to detail and accuracy
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 – Salesforce or Redtail experience, preferred

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
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:

$45,000 - $55,000 (without security licenses, based on years of experience)

$55,000 - $65,000 (with security licensing, based on years of experience)

Benefits – YOU BET!

After 90-days of employment:

Medical
Dental
Vision
HSA, with choice of the HD Medical Plan option
401(k) match
Unlimited PTO

Hours

Monday – Friday

8:30 AM – 5:00 PM

Presented by Advisor Employee Services Thank you for your interest in the Client Service Administrator role. Advisor Employee Services, a consulting firm located in Overland Park, 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. 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!

Curran Financial Partners

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Client Service Administrator