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, SWAN Capital, in Pensacola, FL 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:organizational skillscommunication; written and verbalto detail and accuracymanagement style and consistent follow-throughMinimum Requirements:Degree preferredIndustry experience requiredyears working alongside a Financial Advisor in a fast-paced office environment preferredwith MS Office Suite and the ability to learn new software quicklyexperienceResponsibilities: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:incoming client service calls in a friendly mannereach service request and resolve client issuesand process all applications for business submitted by Advisorclient review summary for upcoming appointmentsprofessional communication with clients and staffwith client updates, reports, and mailingsin setting client appointmentsSalary:$45,000 - $55,000yearBenefits:401(k) match vested at 90 daysdays PTO from startpaid holidays per yearHours:Monday - Friday, 9am - 5pmPresented 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!