Client Service Administrator
Core
Full-time Client Service Administrator supporting a financial services practice by managing client communications, scheduling, and administrative operations.
Role type
Client Service Administrator
Builds
Client relationships and practice daily operations
Domain
Financial Services
Deliverable
client delivery
Required skills
Customer service, CRM systems, Microsoft Office (Word, Excel, PowerPoint), Salesforce, multitasking, data entry, mail processing, event logistics
Responsibilities
Act as phone receptionist, enter and maintain client information in CRM, meet and greet clients, schedule client meetings with Financial Advisors, prepare meeting documentation and agendas, communicate post-meeting summaries and action items, complete forms for policy and account updates, research and respond to client inquiries, assist with marketing and event logistics, process incoming and outgoing mail, maintain office environment