Client Service Administrator – Financial Firm – The Villages, FL Position Available In Sumter, Florida

Client Service Administrator

• Financial Firm
• The Villages, FL Advisor Employee Services The Villages, FL 32162 Client Service Administrator Do you have a passion for the financial industry and knowledge of processing important client paperwork?

Blackston Financial Advisory Group in The Villages, FL is looking for a strong, detail-oriented Client Service Administrator to ensure the client acquisition process from application submission to policy delivery is as smooth as possible. 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 on providing the ultimate client experience. You can make a direct impact on our client’s financial freedom!

Minimum Requirements:

Previous experience in processing new business paperwork in a financial office preferred Intermediate to advanced computer skills desired Experience with Excel required Experience with Annuity applications and transfers preferred but not required Must understand Tax Qualified and Non-Tax Qualified Accounts Experience with Brokerage and Life Insurance accounts This position requires that you possess the following skills: Strong organizational skills and attention to detail Ability to work with important paperwork without much client interaction Ability to demonstrate persistence to achieve quality Excellent communication; both verbal and written Self-directed initiative Process driven Strong follow-through

Responsibilities:

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: Complete and process all applications for business submitted by Advisor Ensure accuracy of information provided and all forms needed are included when forwarded to the insurance/security agencies Submit all completed in good order applications and forms to the proper agencies Follow-up on pending applications with various insurance/security agencies and transfer companies to keep the application process moving forward Research and analyze application issues and provide problem resolution Answer Advisors’ requests and respond to their needs in a timely manner Meet with the clients for their final onboarding Additional duties and responsibilities as required by management Salary $40,000

• $50,000
• BOE Bonuses
• You Bet! Benefits
• Absolutely! Health Insurance Generous PTO Schedule $1000
• Business Clothing Allowance Hours Monday
• Thursday 8:00 AM
• 4:30 PM Friday 8:00 AM
• 4:00 PM 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(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!