Job Description:

Client Service AdministratorAre you looking for an opportunity to utilize superior client service skills and work one-on-one with client's daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you! Our fast-paced financial firm, REAP Financial Group, LLC, in Austin, TX 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 service the existing client base with all service requests including beneficiary changeswithdrawals, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the main advisor for hisher review meetings, and preparing issued accounts for delivery.Key Skills:Strong organizational skillsExcellent communication; written and verbalAttention to detail and accuracyProactive management style and consistent follow-throughMinimum Requirements:Financial or Insurance Industry experience required3+ years working alongside a Financial Advisor in a fast-paced office environment preferredExperience with MacOS, preferred, and the ability to learn new software quicklyCRM experienceTexas Life Insurance License or Series 65 preferredResponsibilities: This Client Service Administrator 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 mannerComplete each service request and resolve client issuesComplete and process new business applications, following up on pending business and contacting individual clients with updatesManage the new business submitted and new business issued in reporting toolOrder and stock new business applications and marketing brochuresUpdate and review databaseCRM to reflect account status regarding new business andor serviceMaintain an organized, compliant, and efficient filing systemComplete and process all applications for business submitted by AdvisorPrepare client review summary for upcoming appointmentsMaintain professional communication with clients and staffAssist with client updates, reports, and mailingsAssist Advisor(s) with educational workshops and client events as neededAssist in setting client appointments and assist Advisor(s) with pre-appointment preparationMaintain current Advisors licenses and appointments with agencies and companiesRequired Behaviors and Motivators:Excels in identifying problems quicklyHighly efficient, i.e., doesn't get bogged down with detailsPeople-Centric, i.e., open while displaying strong people acumenStrong get-it-done attitude that moves things along quicklyZero procrastination, i.e., doesn't linger over projects but drive them to completionAble to move between projects while prioritizing the most important ones firstDetailed but not perfectionist, i.e., values planning and organizing but never at the expense of getting things done on timeExtremely flexible, i.e., able to switch gears and lanes with easeStrong ownership of projects with the ability to let things go when necessarySalary:$45,000 - $60,000year Based on experienceBenefits:Health, Dental, and Vision (100% paid by company)PTOUnlimited Flex timeMaternityPaternity leaveAfter 1 year:401(k) with generous matching and profit sharingHybrid-remote work from homeSummer FridaysParticipation in sales incentive bonusesQualification for company tripHours:Monday - Friday 9am - 5pm 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 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!