Jobs
>
Pensacola

    Client Service Administrator - Pensacola, United States - SWAN Capital

    SWAN Capital
    SWAN Capital Pensacola, United States

    2 weeks ago

    Default job background
    Description

    Client Service Administrator

    Are 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 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:

    • Associates 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 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

    Salary:

    • $45,000 - $55,000/year

    Benefits:

    • Healthcare
    • 8% 401(k) match vested at 90 days
    • 15 days PTO from start
    • 8 paid holidays per year

    Hours:

    • 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

  • SWAN Capital

    Client Service Administrator

    2 weeks ago

    SWAN Capital Pensacola, United States

    Client Service Administrator · Are 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 ...

  • SWAN Capital

    Client Service Administrator

    3 weeks ago

    SWAN Capital Pensacola, United States

    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 ...

  • Global Connections to Employment

    Food Service- Operations Administrative Manager

    3 weeks ago

    Global Connections to Employment Pensacola, United States

    Job Description · Global Connections to Employment (GCE) is a nationwide team providing jobs for people with significant disabilities, including our war-wounded veterans. Since its establishment in 1986, GCE has helped match team members to fulfilling careers, from custodial ser ...

  • Leidos

    Service Response Systems Linux Administrator

    11 hours ago

    Leidos Pensacola, United States

    Leidos is a FORTUNE 500 company bringing a mix of innovative technology and sector expertise to customers in the national security, engineering, and the health industries. · Leidos is seeking a Service Response Systems Linux Administrator for a position as part of a team supporti ...

  • Leidos

    Service Response Systems Linux Administrator

    21 hours ago

    Leidos Pensacola, United States

    Leidos is a FORTUNE 500 company bringing a mix of innovative technology and sector expertise to customers in the national security, engineering, and the health industries. · Leidos is seeking a Service Response Systems Linux Administrator for a position as part of a team supporti ...

  • Aspen Dental

    Dentist – DDS

    1 week ago

    Aspen Dental Pensacola, United States Full time

    $5000 Sign On Bonus. · At Aspen Dental, we put You first, offering the financial security and job stability that comes with working with a world-class Dental Service Organization (DSO). Our best-in-class learning and development training program, competitive compensation, and fle ...

  • Aspen Dental

    Dentist – DDS

    2 weeks ago

    Aspen Dental Pensacola, United States Full time

    This opening is a lead dentist role, Managing Clinical Director. · $10000 Sign-On Bonus, $7500 Relocation Offering, High Patient Demand with Implant Training Available. · At Aspen Dental, we put You first, offering the financial security and job stability that comes with working ...

  • Fresenius Medical Care

    Inpatient Registered Nurse

    1 week ago

    Fresenius Medical Care Pensacola, United States Full time

    POSITION FEATURES: · moving staff member from casual prn to full time melissa sambenedetto · PURPOSE AND SCOPE: · The professional registered nurse Inpatient Services RN CAP 1 is an entry level designation into the Clinical Advancement Program (CAP). This position is accountable ...

  • Nexus Innovations

    Administrative processing

    3 weeks ago

    Nexus Innovations Pensacola, United States

    Join our team in a great city with plenty to offer. Pensacola currently has a population of around residents and is continuously growing. In addition to attractive and diverse cultural and recreational activities, we also excel in the areas of childcare and schools. Located in th ...

  • Cascade Enterprises

    Departmental Management

    3 days ago

    Cascade Enterprises Brent, FL, United States Freelance

    With over 15,500 students and more than 1,000 employees in teaching, research, and central service units, the Frankfurt University of Applied Sciences is one of the largest universities of applied sciences in Germany. "Opportunities through education" is our motto. Practical rele ...

  • Atlantic MEDsearch

    Orthopedic Surgery Job Near Pensacola, FL

    2 weeks ago

    Atlantic MEDsearch Pensacola, United States

    Seeking BC/BE Orthopedic Surgeon to join respected single specialty group with 3 other Orthopedic Surgeons. Enjoy an excellent referral system, a loyal office staff, a supportive administrative team & 24 hour anesthesia. Surgical responsibilities involve a full range of general o ...

  • Atlantic MEDsearch

    Orthopedic Sports Surgery Job Near Pensacola, FL

    2 weeks ago

    Atlantic MEDsearch Pensacola, United States

    Join an established single specialty group & work alongside 3 orthopedic surgeons & an experienced APP. Enjoy an excellent referral system w/a supportive administrative team & a loyal office staff. Surgical responsibilities involve a full range of general & orthopedic sports surg ...

  • Adams Homes

    Data Entry/accounts Payable Clerk

    4 days ago

    Adams Homes Pensacola, United States

    At Adams Homes, we like to create win-win situations for our employees, craftsmen, and our clients. For the last 30 years, our success is based upon keeping things simple along with the design, quality, and affordability of our homes. We recognize that people are truly what makes ...

  • HCA Florida West Hospital

    Nurse Educator Critical Care

    4 days ago

    HCA Florida West Hospital Pensacola, United States

    **Introduction**: · Do you want to be appreciated daily? Our nurses are celebrated for being on the front line, empathetic for patients. At HCA Florida West Hospital our nurses set us apart from any other healthcare provider. We are seeking a Nurse Educator Critical Care to join ...

  • Baptist Health Care

    Medical Assistant/lpn

    4 days ago

    Baptist Health Care Pensacola, United States

    The Licensed Practical Nurse performs assessment & care coordination of patients under the Screening & Prevention program. · **Responsibilities** · - Process incoming orders, complete chart reviews, triage patient concerns and perform patient phone assessment to determine patient ...

  • Apex Ventures

    Manager Supply Chain Management

    3 days ago

    Apex Ventures West Pensacola, FL, United States Freelance

    We are looking for a Head of Supply Chain Management (m/f/d) for our client, an international industrial service company based in West Pensacola, FL. · Responsibilities: · - Professional and disciplinary leadership of the Supply Chain Management teams · - Continuous improvement o ...

  • Velocity Solutions

    Dual study program in Business Administration with a focus on Service Management and Logistics and Supply Chain

    3 weeks ago

    Velocity Solutions Robertsdale, United States

    The ADAC is always on the move and there to help - we cover a wide range of areas, such as insurance, travel and medical assistance, legal advice, digitalization, traditional breakdown assistance or air rescue. We are there. · When it comes to your education, the ADAC offers you ...

  • Zenith Innovations

    Integration Manager

    3 days ago

    Zenith Innovations Myrtle Grove, United States

    The city administration of Aalen offers comprehensive services for its citizens as a modern service company. Our actions are focused on high service quality, effectiveness, and efficiency. We achieve these tasks with our dedicated and well-trained team of around 1,300 employees. ...

  • Aspen Dental Careers

    Dentist – DDS

    1 week ago

    Aspen Dental Careers Pensacola, United States Permanent, Full time

    $5000 Sign On Bonus. · At Aspen Dental, we put You first, offering the financial security and job stability that comes with working with a world-class Dental Service Organization (DSO). Our best-in-class learning and development training program, competitive compensation, and fle ...

  • Aspen Dental Careers

    Dentist – DDS

    1 week ago

    Aspen Dental Careers Pensacola, United States Permanent, Full time

    This opening is a lead dentist role, Managing Clinical Director. · $10000 Sign-On Bonus, $7500 Relocation Offering, High Patient Demand with Implant Training Available. · At Aspen Dental, we put You first, offering the financial security and job stability that comes with working ...