Company: Phillips Financial

Position: Client Service Administrator

Overview

Phillips Financial is a successful financial services firm located in Fort Wayne, Indiana, offering comprehensive financial planning and wealth management. We are seeking a full-time Client Service Administrator (CSA) to join our Individual Wealth Management division. The CSA plays a critical role within the firm, working with advisors to onboard new clients, service existing client accounts and requests, and provide an excellent overall client service experience (in person, phone, and email). This specific CSA role will also serve as a key front office team member, providing primary backup support. The front office portion of the role includes seating and greeting clients, and this role will provide backup support for administrative tasks, such as processing mail, scanning, and compiling client deliverables. Candidates must be professional, have excellent communication skills, be detail-oriented, be able to prioritize multiple tasks and projects, be a team player but with the ability to work independently, and be constantly striving for excellence.

Key Areas of Responsibilities

· Supporting our client service department and advisor team, including working directly with advisors and clients to process requests, such as completing brokerage and insurance forms

Brokerage account set-up
Client onboarding
Brokerage account servicing (e.g., name/address/beneficiary changes, misc. forms)
Coordinating new insurance policies and the maintenance of those policies

· Front desk coverage, including greeting and seating clients (back-up)

· Phone coverage support (back-up queue)

· Front office administrative tasks, such as processing mail, maintaining supplies, and processing client deliverables (back-up)

· Special Projects

Requirements for success

· Commitment to exceptional Client Service

· Excellent Organization Skills and Attention to Detail

· Communication Skills, written and verbal

· Team-oriented, with a servant attitude

· Resourcefulness and Problem-Solving

· Proficient with technology, MS Office, Salesforce experience a plus

· Professional appearance and demeanor

Compensation

· Compensation will be based on the experience level and skills of the candidate and includes salary and a bonus based on both individual and firm performance

· Generous benefit package that includes health, disability, and life insurance, 401(k) contribution, HSA contribution, 15 days of PTO, and 14 paid holidays

Phillips Financial Management, LLC

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Client Service Administrator