Do you have a passion for creating a "WOW" experience for clients? Our fast-paced financial firm in Edwardsville, Illinois is looking for a self-starter, customer service oriented individual. The perfect candidate will have a high level of interpersonal skills to provide our clients with the utmost client experience, and be able to assist with the day-to-day operations of our administrative office.
We are seeking a hard-working, positive individual to join our continuously growing team. If you are seeking a company that cares about team members and clients, we want to talk to you!
Our office prides itself in providing the ULTIMATE client experience. YOU can make a direct impact on our client's financial freedom!!
Minimum Requirements:
Proficient phone skills
Command of the English language and use of proper grammar
Experience working in a fast-paced environment
Ability to prioritize projects and manage time
Attention to detail
Working knowledge of computers and software
Ability to multi-task
This position requires that you possess the following skills:
Strong organizational skills and attention to detail
Flexibility
Ability to motivate prospects to set appointments
Ability to demonstrate persistence to achieve quality
Excellent communication skills - both verbal and written
Self-directed initiative
Process driven
Ability to multi-task
Strong follow-through
Customer service oriented
Responsibilities/Tasks:
Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will:
Answer phones in a friendly, warm manner
Manage our Client Database
Schedule appointments and manage advisor calendars
Maintain client relationships and welcome clients into the office
Follow-up with clients and prospects between appointments
Manage client touch marketing and continuously update spreadsheet
Assist with the mailing of client reports and updates
Help plan and attend client events and seminars
Assist with ongoing marketing efforts
Track Client Referrals
Perform additional duties and responsibilities as required by management
Salary Base
$40,000 - $50,000 BOE
Benefits to be discussed during the interview process!
Presented by Advisor Employee Services Thank you for your interest in the Client Relations 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 (https://aesplacement.com/) 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!