Client Service Administrator
Core
Provides administrative support to financial advisors, handling client communications, scheduling, and office operations.
Role type
Client Service Administrator
Builds
Client-facing administrative support for a financial advisory practice
Domain
Financial Services / Client Relations
Deliverable
product features
Required skills
Telephone handling, Client greeting, Mail processing, Office supply management, Microsoft Office proficiency, Contact management system updates, Meeting scheduling, Event planning
Responsibilities
Answer incoming telephone calls, Meet and greet clients, Process mail and order supplies, Schedule meetings with clients on behalf of advisors, Update contact management systems, Assist in preparation for client meetings, Plan events and marketing activities
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