Client Service Administrator – Licensed

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! Raleigh Wealth Solutions in Cary, NC is seeking to add a Client Service Representative 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, prepping the Main Advisor for his/her review meetings, and preparing issued accounts for delivery.

Minimum Requirements:

• Associates Degree preferred
• Financial Industry experience preferred
• 2+ years working alongside a Financial Advisor in a fast-paced office environment
• Securities licensed highly preferred or willing to obtain – Series 65 or 7, Life and Health preferred
• Experience with MS Office Suite and the ability to learn new software quickly
• CRM experience preferred
  
  
  

This position requires that you possess the following skills:

• Strong organizational skills
• Excellent communication; both written and verbal
• Attention to detail and accuracy
• Proactive Management Style and consistent follow-through
  
  
  

Responsibilities/Tasks:

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/or monthly tasks may include:

• Receive incoming client service calls in a friendly manner
• Complete each service request and resolve client issues
• Input notes into CRM and keep updated
• Coordinate and follow up on each client transfer
• Process trads and money movement
• Handle RMD’s
• Maintain client income plans
• Prepare client review summary for upcoming appointments
• Maintain professional communication with clients and staff
• Assist with client update reports and mailings
• Participate in client meetings with Advisor
  
  
  

Office Duties:

Assisting the Financial Advisor and the branch office to exceed client and regulatory expectations include:

• Function as a phone back-up to offer office personnel for phone coverage
• Help to keep database up to date and accurate
  
  
  

Salary:

• Starting at $50K based on experience and licensure
  
  
  

Benefits:

• MERP
• 401(k)
• Profit sharing
• Lifetime Fitness membership
• PTO
• Flex time (2 hours per week, excluding Monday mornings or Friday afternoons)
• Maternity/Paternity leave
  
  
  

Hours:

• Monday: 8:30am-5:00pm; Tuesday-Friday: 9:00am-5:30pm
  
  
  

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 https://aesplacement.com/. 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!