Client Service Administrator - Jacksonville, FL
About The Position
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! At J. Biance Financial in Jacksonville, FL we are a faith-based financial firm dedicated to serving individuals with integrity, compassion, and values-driven guidance. Our mission is to transform lives through exceptional financial services while upholding faith-inspired principles in all that we do. We believe in using data-driven strategies to help our clients achieve long-term financial well-being. Job Description: The purpose of the Client Service Administrator is to support 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.
Requirements
- 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
- Redtail CRM experience preferred
- Familiarity with the Fidelity Platform is a plus!
Nice To Haves
- Familiarity with the Fidelity Platform is a plus!
Responsibilities
- Receive incoming client service calls in a friendly manner
- Complete each service request and resolve client issues
- Proactively prepare and follow up after Advisor/Client meetings
- Complete and process all applications for business submitted by Advisor
- Maintain accurate and timely recurring Redtail activities
- 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
- Organize and execute Client Appreciation Events
Benefits
- Health insurance stipend
- 401k
- Dental and vision insurance
- Sick leave
- PTO
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
