- Strong organizational skills
- Excellent communication; written and verbal
- Attention to detail and accuracy
- Proactive management style and consistent follow-through
- 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
- 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
- Monday Friday 8:30am 4:30pm
- $45,000 - $55,000/year BOE
- 90% premiums paid for Health insurance Dental, Vision, Life Insurance, Disability
- 401(k) matching
- Generous PTO
-
Client Service Administrator
1 week ago
Demant A/S Amherst, United StatesAre you a customer service expert that enjoys making connections, solving problems, and helping more people hear better? Are you searching to be part of a team that has a "people-first" attitude which focuses on client centred care? If you are passionate about utilizing your skil ...
-
Client Service Administrator
3 weeks ago
W.A. Smith Financial Group Sheffield Lake, United StatesClient 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, w ...
-
Flat Rock Homes, Care Center and Community Services Lorain, United StatesThe Administrator at Flat Rock Community Services (FRCS) plays a crucial role within the Senior Leadership Team, which is headed by the President/Chief Executive Officer. · Reports to: President/CEO · Location: Based in Flat Rock, Ohio (Bellevue area; NE Seneca County), but overs ...
-
Federal Volunteer
3 days ago
NovaWorks North Great River, United StatesWe offer you a versatile, interesting and responsible job in North Great River. Your tasks will vary depending on the place of deployment: · Youth House Korntal and Youth Meeting Point Münchingen: · Assistance with youth cultural events such as concerts, discos, workshops, arts ...
-
Admissions Coordinator
6 days ago
University Support Services, an Affiliate of St. George's University Great River, United States**Essential Functions**_ · - Work with the Admissions team to ensure that inquiries and applicant concerns are serviced in a timely and appropriate way throughout the admission cycle to matriculation. · - Provide excellent customer service to all applicants · - Work in tight part ...
-
Radiant Technologies Oberlin, United StatesThe ICT AG is a provider of solutions in live communication. This includes multimedia productions for trade fairs, events, TV, showrooms, and museums all over the world. In short, we offer big brands the best possible stage. We realize our diverse projects with around 200 employe ...
-
Customer Service Administrator II
2 weeks ago
Crane Aerospace & Electronics Elyria, United States**Customer Service Administrator II** · Location **OH, Elyria** · Department **Sales** · Employment Type **Full Time** · **Crane Aerospace & Electronics** has an exciting opportunity for a Customer Service Administrator at our Elyria, OH site. · **Job Summary:** · The Custo ...
-
Customer Service Administrator II
1 week ago
Crane Aerospace & Electronics Elyria, United States**Customer Service Administrator II** · Location **OH, Elyria** · Department **Sales** · Employment Type **Full Time** · **Crane Aerospace & Electronics** has an exciting opportunity for a Customer Service Administrator at our Elyria, OH site. · **About Crane:** · **Crane A ...
-
Customer Service Administrator II
2 weeks ago
Crane Aerospace & Electronics Elyria, United StatesCustomer Service Administrator II · Location OH, Elyria · Department Sales · Employment Type Full Time · Crane Aerospace & Electronics has an exciting opportunity for a Customer Service Administrator at our Elyria, OH site. · Job Summary: · The Customer Service Administrator IIis ...
-
Dual study program in Business Administration
3 weeks ago
Phoenix Industries Four Lakes, United StatesAre you ready to kickstart your career in business administration? Start your dual studies with the right practical partner. · Your practical partner - Toshiba Tec Germany Imaging Systems GmbH: · Toshiba Tec Germany Imaging Systems GmbH is part of the globally operating Toshiba T ...
-
Kestra Financial Independent Advisor Avon, United StatesJob Description · Job DescriptionThe Administrative Assistant (AA)/Client Service Associate (CSA) will work closely with the Director of Operations, providing administrative support and assisting with various office tasks. With direction, the AA/CSA will assist the team in many a ...
-
Administrator/Service Coordinator
3 weeks ago
Area Temps Westlake, United States· Job Description · A family owned business is seeking an Administrator/Service Coordinator to assist in their growing service department. You will workMonday through Friday from 8 a.m. to 5 p.m. · Responsibilities: · Make phone calls to inform customers of service program · Re ...
-
Client Service Administrator
3 weeks ago
OhioMeansJobs|Cleveland-Cuyahoga County Cleveland, United StatesOhioMeansJobs|Cleveland-Cuyahoga County is sourcing Client Client Service Administrator - Group Benefits for a Insurance broker in Downtown Cleveland. · Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? · [JOB PURPOSE]{.underline} · ...
-
Service and Support Administrator
5 days ago
Medina County Board of Developmental Disabilities Medina, United StatesJOB POSTING · Service and Support Administrator · Summary: Responsible for the provision of the Service and Support Administrative functions as listed and defined in the ORC and OAC. Develop, plan, coordinate, monitor and evaluate services, programs, and supports which empower ...
-
Supervisor, Administrative Services
1 week ago
Cleveland State University Cleveland, United StatesJob Summary · Responsible for receiving, assigning, and ticket tracking of the support staff ticketing system. Supervises office and staff support. Collaborates with Manager of Administrative Services in process and procedure improvements. Serves as primary point of operational a ...
-
Administrative Services Assistant
1 week ago
Ohm Systems, Inc Cleveland, United States FreelanceSummary:Under general supervision, is responsible for professional staff work of routine through average difficulty in relieving an executive of Administrative detail; and performs related work as required. · An employee in this class routinely performs general assignments to re ...
-
Contract Services Administrator
1 week ago
TÜV SÜD America Brecksville, United StatesPosition Summary · This position is responsible for making sure we have the required client contracts and ABIIC policies in place to be able to perform the jurisdictional inspections for our clients. They also work alongside the Quoting Specialist and Business Development teams ...
-
Contract Services Administrator
3 weeks ago
TÜV SÜD America Brecksville, United StatesPosition Summary · This position is responsible for making sure we have the required client contracts and ABIIC policies in place to be able to perform the jurisdictional inspections for our clients. They also work alongside the Quoting Specialist and Business Development teams ...
-
Travel Advisor
2 weeks ago
AAA East Central Avon, United States Full timeTravel AdvisorDiscovering the World- One Member at a Time · A love of travel attracts many people to the field, but to succeed a Travel Agent must be passionate about travel and the endless opportunities it brings to bridge history, cultures and cuisine. Successful Travel Agents ...
-
Shift Leader
3 weeks ago
Salsa Fresca Mexican Grill Avon, United States**Benefits**: · - Employee discounts · - Free food & snacks · - Free uniforms · - Health insurance · - Opportunity for advancement · - Paid time off · - Profit sharing · - Training & development · - Competitive salary · - Dental insurance · - Vision insurance · **AN EXCITING OPPO ...
Client Service Administrator - Lorain, United States - W.A. Smith Financial Group
Description
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 fast-paced financial firm, W.A. Smith Financial, in Sheffield Village, OH 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:
Minimum Requirements:
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:
Hours:
Salary:
Benefits:
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
Client Service Administrator professionals in Lorain
-
Renelle Sherry-Mau
Sole Proprietor of Medical Courier Company