Client Service Administrator

What You’ll Do

• Accurately complete and process service requests in a timely manner
• Respond promptly and professionally to client inquiries
• Maintain accurate and up-to-date client records within the CRM (Redtail)
• Complete the opening, closing, and transfer of client accounts
• Process financial transactions with accuracy and attention to detail
• Conduct follow-up communication with partners and clients as needed
• Assist advisors with comprehensive pre-appointment preparation
• Investigate and resolve issues related to new account openings, transfers, or amendments
• Effectively prioritize and manage daily tasks and operational matters
• Provide support to team members as required to ensure smooth operations

What We’re Looking For

• Bachelor’s Degree
• 1+ year of financial industry experience
• Series 65 preferred or willing to obtain within 90 days
• Life and Health Insurance license preferred or willing to obtain within 90 days
• Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite specifically Excel
• A proven ability to build trust and develop lasting client relationships
• Highly organized, self-driven, coachable, and collaborative
• Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters

Pay & Perks

• $58k- $69k/year based on experience + bonus potential
• Health Insurance
• 401k
• 3 weeks’ vacation

Schedule

• In office: Monday – Friday, 9am-5pm