Client Service Administrator

Job Description

WealthPoint Advisors is a financial services firm that specializes in providing personalized investment and wealth management solutions to clients. We are looking for a Client Service Administrator to join our team, who will be responsible for providing outstanding customer service to our clients and supporting our team of advisors.

Responsibilities

Provide exceptional customer service to clients over the phone, email, and in person

Manage and maintain client records, ensuring accuracy and completeness

Coordinate client meetings, including scheduling, preparing materials, and serving as the liaison between clients and advisors

Assist with account openings, transfers, transactions, and other administrative tasks

Help create and distribute client-facing communications, including newsletters and marketing materials

Continually develop knowledge of industry trends and news to better inform clients and advisors

Plan and execute special projects as needed, including client events

Obtain/maintain notary designation

Requirements

Bachelor's degree in finance, business administration, or related field

At least 1-3 years of experience in financial services or a related field

Strong customer service skills, with excellent communication and interpersonal abilities

Attention to detail and strong organizational skills

Ability to maintain confidentiality and handle sensitive information appropriately

Proficient in Microsoft Office suite, CRM software and/or portfolio management software

Ability to work well both independently and as part of a team

Excellent time management skills, ability to meet time deadlines and balance multiple responsibilities

Strong written and verbal communication skills.

Self-starter, takes initiative, proactive, and resourceful

Able and willing to learn new software with nominal help

Team player, collaborative, able to work closely with others

Desire/ability to work successfully in a small company environment; reliable and dependable

Benefits

Pay/benefits are competitive based on industry standards, experience, and capabilities.

Benefits may include: 401(k) with company matching program, paid vacation, paid holidays, and paid health insurance.

Full financial support may be provided for professional accreditation/continuing education requirements and other education/ training opportunities.

WEALTHPOINT ADVISORS, LLC IS AN EQUAL-OPPORTUNITY EMPLOYER