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Client Services Administrator - Franklin, TN

Advisor Talent Solutions

Franklin, Tennessee

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JOB DETAILS
SKILLS
Administrative Skills, Business Growth, Communication Skills, Customer Relations, Customer Relationship Management (CRM), Customer Support/Service, Database Administration, Detail Oriented, Finance, Financial Planning, Follow Through, Health Insurance, Internet/Online Service, Maintenance Services, Microsoft Office, Organizational Skills, Resolve Customer Issues, Series 65
LOCATION
Franklin, Tennessee
POSTED
3 days ago
Client Service Administrator

Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you!
 
Our fastpaced and growing financial firm, Beacon Capital Management in (Franklin, TN) is seeking to add a Client Service Administrator to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.


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


Salary: 

$50,000-$55,000


Benefits:
  • Health Insurance
  • PTO
  • 401K Match


Hours: 

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


Presented by Advisor Employee Services 
Thank you for your interest in the Client Service Administrator role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

About the Company

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Advisor Talent Solutions