Client Service Administrator - Financial Services - Transcend Practice Management
Erie, PA 16505
About the Job
Location: Erie, PA; Full-time, in office
Compensation: $70K-$80K (based on experience)
MUST HAVE EXPERIENCE IN FINANCE
The best and brightest always have choices in the wealth management arena. Working with our firm is an investment in your future that will reap rewards for years to come.
We are a close, tightly knit team that works collaboratively to bring their values to life each day: hard work, humility, optimism, responsiveness, and doing whatever needs to be done to make things right. We are committed to delivering high-quality, high-touch experiences to clients so that, no matter whom we work with, clients know that they are receiving the firm’s utmost attention. Being their advocate is our calling and privilege!
Sound appealing? We are building a team with people who share our vision and want to add value to our clients. We would like you to think of how we can do things better, make an impact, and continue to grow. This is an exciting opportunity to welcome a Senior Client Service Administrator to the team who will support the firm’s lead advisors. The attributes that we are looking for in a teammate include:
▪ Think. We want your mind in the mix, to perceive, observe, reflect, decide, and act.
▪ Intake, screen, organize and process all that you are able, focus the advisor’s attention on the items that require his personal attention, and ensure that all activities are captured, scheduled, and completed.
▪ Stay apprised of client meetings and ongoing activities, keeping up to date on the advisor’s priorities and projects, goals, and timelines and what he wants/needs to do with each on an ongoing basis so that you can process, schedule, and oversee projects.
▪ Coordinate the advisor’s calendar availability; appropriately blocking time and coordinating commitments with the team.
▪ Efficiently and productively follow procedures for various business and life events for clients and prospects from beginning to end.
▪ Critical thinking and approaches in day-to-day client needs and communicate with advisor when appropriate.
▪ Respond to client questions and concerns regarding general account info, withdrawals, transfers, healthcare, Social Security, financial planning, and investments
▪ Service client accounts/portfolios, both in person, over the phone, and behind the scenes.
▪ Create and distribute general and individual informational mailings to clients
▪ Process client paperwork
▪ Follow systems to track and set up investment transfers
▪ Update contact management system
▪ Electronically file client statements, correspondence, agreements, and so forth
▪ Anticipate advisor's needs and handle them proactively
▪ Review statements provided by clients and input information in financial planning software
▪ Input updated values into appropriate planning software
▪ Audit Cash Flow summaries provided by clients/prospects
▪ Input and run analysis reports of prospects’ investments using financial planning software and additional preparation as needed
▪ Schedule and perform conference calls with prospects and third-party insurance and investment companies to obtain information about current insurance policies, annuities, and investment accounts
▪ Schedule and perform rollover conference calls with clients
▪ Take meeting notes and upload the debrief to client relationship management (CRM) system
▪ Create Meeting Summary letters for prospects and perform meeting follow up throughout meeting process
▪ Schedule and prepare for client meetings; debrief meetings; and perform necessary follow up
Qualifications for this role include:
Get in touch today so that we can get to know you! As a Senior Client Service Administrator, you will work with some of the most successful business owners, families, and individuals around. You will provide life-changing support to clients who look to our client as an advocate for their hopes and dreams.
Compensation: $70K-$80K (based on experience)
MUST HAVE EXPERIENCE IN FINANCE
The best and brightest always have choices in the wealth management arena. Working with our firm is an investment in your future that will reap rewards for years to come.
We are a close, tightly knit team that works collaboratively to bring their values to life each day: hard work, humility, optimism, responsiveness, and doing whatever needs to be done to make things right. We are committed to delivering high-quality, high-touch experiences to clients so that, no matter whom we work with, clients know that they are receiving the firm’s utmost attention. Being their advocate is our calling and privilege!
Sound appealing? We are building a team with people who share our vision and want to add value to our clients. We would like you to think of how we can do things better, make an impact, and continue to grow. This is an exciting opportunity to welcome a Senior Client Service Administrator to the team who will support the firm’s lead advisors. The attributes that we are looking for in a teammate include:
- Insistent attention to detail
- Passionately committed to serving and caring for other people
- Energy and enthusiasm
- Commitment to exceeding client expectations
- Flexibility and openness to step in and do whatever is needed to support the team
- Interest in working on varied assignments with people across the firm
- Strong communication and interpersonal skills, showing an ability to connect with others and build relationships within the firm and across our client base
- Ability to anticipate the needs of the advisor and the team overall
- Self-directed time management and prioritization capabilities and outstanding organizational skills
- Ability to self-start, take initiative, and be proactive
- Demonstrated integrity, work ethic, and an obligation to maintain firm and client confidentiality
- Poise and maturity, especially in stressful situations
- Superior organizational skills
- Ability to multitask and manage multiple projects as once with efficiency and accuracy
- Team player with strong desire to be a long-term contributing member of the team
- Able to handle multiple projects simultaneously
- Operates successfully under deadlines
- Able to take direction while knowing when to take the ball and run with it
- A long view of the opportunities presented by the firm and the industry overall
▪ Think. We want your mind in the mix, to perceive, observe, reflect, decide, and act.
▪ Intake, screen, organize and process all that you are able, focus the advisor’s attention on the items that require his personal attention, and ensure that all activities are captured, scheduled, and completed.
▪ Stay apprised of client meetings and ongoing activities, keeping up to date on the advisor’s priorities and projects, goals, and timelines and what he wants/needs to do with each on an ongoing basis so that you can process, schedule, and oversee projects.
▪ Coordinate the advisor’s calendar availability; appropriately blocking time and coordinating commitments with the team.
▪ Efficiently and productively follow procedures for various business and life events for clients and prospects from beginning to end.
▪ Critical thinking and approaches in day-to-day client needs and communicate with advisor when appropriate.
▪ Respond to client questions and concerns regarding general account info, withdrawals, transfers, healthcare, Social Security, financial planning, and investments
▪ Service client accounts/portfolios, both in person, over the phone, and behind the scenes.
▪ Create and distribute general and individual informational mailings to clients
▪ Process client paperwork
▪ Follow systems to track and set up investment transfers
▪ Update contact management system
▪ Electronically file client statements, correspondence, agreements, and so forth
▪ Anticipate advisor's needs and handle them proactively
▪ Review statements provided by clients and input information in financial planning software
▪ Input updated values into appropriate planning software
▪ Audit Cash Flow summaries provided by clients/prospects
▪ Input and run analysis reports of prospects’ investments using financial planning software and additional preparation as needed
▪ Schedule and perform conference calls with prospects and third-party insurance and investment companies to obtain information about current insurance policies, annuities, and investment accounts
▪ Schedule and perform rollover conference calls with clients
▪ Take meeting notes and upload the debrief to client relationship management (CRM) system
▪ Create Meeting Summary letters for prospects and perform meeting follow up throughout meeting process
▪ Schedule and prepare for client meetings; debrief meetings; and perform necessary follow up
Qualifications for this role include:
- College degree is preferred but not required
- FINRA Series 7, 63, 65, 66, or SIE preferred but not required
- Minimum of 5 years of experience in an administrative or client service role in the financial services industry is required
- Minimum of 5 years of experience in a client-facing role is required
- Excellent communication and relationship management skills
- Strong computer desktop skills are required: Microsoft Office Suite (Excel, Outlook, Word, etc.)
- Superior organizational skills
- Technology-forward and internet savvy
- Ability to adapt
Get in touch today so that we can get to know you! As a Senior Client Service Administrator, you will work with some of the most successful business owners, families, and individuals around. You will provide life-changing support to clients who look to our client as an advocate for their hopes and dreams.
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Source : Transcend Practice Management
