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Client Relations Administrator - Bonita Springs, FL

Advisor Talent Solutions

Bonita Springs, Florida

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JOB DETAILS
SKILLS
Calendar Management, Communication Skills, Computer Software, Customer Experience, Customer Relations, Customer Support/Service, Database Administration, Detail Oriented, Develop and Maintain Customers, English Language, Establish Priorities, Follow Through, Health Insurance, Interpersonal Skills, Life Insurance, Marketing, Multitasking, Organizational Skills, Presentation/Verbal Skills, Sales Management, Spreadsheets, Telephone Skills, Vision Plan, Writing Skills
LOCATION
Bonita Springs, Florida
POSTED
6 days ago
 
Client Relations Administrator
 
Do you have a passion for creating a “WOW” experience for clients? Our fast-paced financial firm, Slagle Financial, in Bonita Springs, FL is looking for a self-starter, customer service-oriented individual. The perfect candidate will have a high level of interpersonal skills to provide our clients with the utmost client experience and be able to assist with the day-to-day operations of our administrative office.
 
We are seeking a hard-working, positive individual to join our continuously growing team. If you are seeking a company that cares about team members and clients, we want to talk to you!
 
Our office prides itself in providing the ULTIMATE client experience. YOU can make a direct impact on our client’s financial freedom!!
 
 
Minimum Requirements:
 
  • Proficient phone skills
  • Command of the English language and use of proper grammar
  • Experience working in a fast-paced environment
  • Ability to prioritize projects and manage time
  • Attention to detail
  • Working knowledge of computers and software
  • Ability to multi-task
 
This position requires that you possess the following 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:
 
Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will:
  • 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
  • Assist with the mailing of client reports and updates
  • Help plan and attend client events and seminars
  • Assist with ongoing marketing efforts
  • Track Client Referrals
  • Perform additional duties and responsibilities as required by management
 
Hours
 
  • M-F 9am-5pm
 
 
Salary
 
  • $50,000/year
 
 
Benefits
 
  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Short-Term Disability
  • Long-Term Disability
  • Basic Life Insurance
  • 401(k)
  • PTO
 

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at advisortalentsolutions.com


 

About the Company

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Advisor Talent Solutions