Client Relations Administrator
Slagle Financial · Bonita Springs, FL · 2 wk ago
On-siteAdministrative$50k/yrFull-time
Minimum Requirements
- Proficient phone skills
- Command of the English language and use of proper grammar
- Experience working in a fast-paced environment
- Able to prioritize projects and manage time
- Working knowledge of computers and software
- Able to multi-task
Skills
- Strong organizational skills and attention to detail
- Flexibility
- Ability to motivate prospects to set appointments
- Ability to demonstrate persistence to achieve quality
- Excellent communication skills – both verbal and written
- Self-directed initiative
- Process driven
- Ability to multi-task
- Strong follow-through
- Customer service oriented
Responsibilities/Tasks
- Put client needs first
- Answer phones in a friendly, warm manner
- Manage our Client Database
- Schedule appointments and manage advisor calendars
- Maintain client relationships and welcome clients into the office
- Follow-up with clients and prospects between appointments
- Manage client touch marketing and continuously update spreadsheet
- Aid in the mailing of client reports and updates
- Assist with the planning and attending of client events and seminars
- Aid in ongoing marketing efforts
- Track Client Referrals
- Perform additional duties and responsibilities as required by management
Hours
M-F 9am-5pm
Pay
$50,000/year
Benefits
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Short-Term Disability
- Long-Term Disability
- Basic Life Insurance
- 401(k)
- PTO