Client Services Administrator - Franklin, TN

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

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

Pay Range: $50,000 - $55,000 per year