Client Services Administrator - Franklin, TN

Job Description

The purpose of this position is to work with Financial Advisor(s) to onboard new clients as well as 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

• Associate degree preferred
• Financial Industry experience required
• 2+ years working alongside a Financial Advisor in a fast-paced office environment preferred
• Series 65 (must be willing to obtain within 90 days)
• Experience with MS Office Suite and the ability to learn new software quickly
• CRM experience

Responsibilities

• This Client Service Administrator (CSA) 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
• Complete and process all applications for business submitted by Advisor
• 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
• Work independently with Financial Advisor(s) and help other CSA’s as needed

Pay

$50,000-$55,000

Benefits

• Health Insurance
• Paid Time Off (PTO)
• 401K Match

Hours

Monday-Thursday: 8:30 am -5:00 pm
Friday: 8:30 am – 4:00 pm