Client Service Administrator Jobs

CSA

Lockport, NY (in office)

Salary = $50,000

The best and brightest always have choices in the wealth management arena. Working with our firm is an investment in your future that will reap rewards for years to come.

We are a small, family-friendly firm that works to bring our values to life each day: hard work, humility, optimism, responsiveness, and doing whatever needs to be done to make things right. We are committed to delivering high-quality experiences to clients so that clients know that they are receiving the firm’s utmost attention. Being their advocate is the highest honor!

Sound appealing? We are building a team with people who share our vision and want to add value to our clients. We would like you to think of how we can do things better, make an impact, and continue to grow. This is an exciting opportunity to welcome a Client Service Administrator to the team who will support the firm’s founder. The attributes that we are looking for in a teammate include:

• Strong communication and interpersonal skills, showing an ability to connect with others and build relationships across our client base
• Flexibility and openness to step in and do whatever is needed
• Commitment to exceeding client expectations
• Demonstrated integrity, work ethic, and an obligation to maintain firm and client confidentiality
• Insistent attention to detail
• A long view of the opportunities presented by the firm and the industry overall
• Ability to self-start, take initiative, and be proactive
• Inquisitive - interest in working on varied assignments
• Team player with strong desire to be a long-term contributing member of the firm
• Sense of humor
• Poise and maturity, especially in stressful situations
• Self-directed time management and prioritization capabilities and outstanding organizational skills
• Energy and enthusiasm
• Ability to anticipate the needs of the advisor

If you are a fit for this position, we know that you are interested in more details. Read on! As a Client Service Administrator, you can expect to:

• Coordinate the advisor’s calendar availability; appropriately blocking time and coordinating commitments with the team
• Prepare and execute client mailings via post and email
• Schedule meetings for clients, partners, and vendors
• Initiate outgoing communication to clients and strategic partners to obtain documents and information necessary for developing financial plans
• Prepare client paperwork, confirm accuracy, and follow through to completion (to include DocuSign)
• Review mail and process or distribute accordingly
• Make and implement suggestions to systematize and improve office functions
• Think. Our client wants your mind in the mix, to perceive, observe, reflect, decide, and act
• Help prepare for client meetings - prep conference room, pull files, check CRM, etc.
• Assist advisor and clients with administrative needs during in-office meetings
• Be proactive in keeping advisor aware of incomplete or unresolved tasks
• Stay apprised of client meetings and ongoing activities, keeping up to date on the advisor’s priorities and projects, goals, and timelines and what he wants/needs to do with each on an ongoing basis so that you can process, schedule, and oversee projects
• Ensure the office runs smoothly by maintaining supply levels and coordinating repairs and maintenance, as well as general upkeep of a tidy environment
• Open new client accounts and provide input to the advisor on adding account functionality
• Respond to, complete, and follow up on client requests
• Create and follow up on CRM tasks
• Intake, screen, organize and process all that you are able, focus the advisor’s attention on the items that require his personal attention, and ensure that all activities are captured, scheduled, and completed
• Prepare monthly/quarterly/ad hoc client reporting
• Scan and electronically file client documents within a paperless office
• Create and maintain client and prospect records using CRM system; use the CRM system efficiently to maintain client information and tasks
• Warmly greet clients joining us at our office or calling us on the telephone
• Maintain up-to-date awareness of firm/industry trends by regularly reading communications from RIA/broker-dealer, as well as industry publications

Qualifications for this role include:

• Strong computer desktop skills are required: Microsoft Office Suite (Excel, Outlook, Word, etc.)
• Ability to adapt in a fast-paced environment
• Demonstrated job stability and career progression
• Technology-forward
• Ability to learn quickly
• Familiarity with Fidelity/NFS back office preferred
• Minimum of two years of experience in a client-facing role is required
• Excellent communication and relationship management skills
• College degree is preferred, but not required
• High attention to detail
• Minimum of two years of experience in the financial services industry is required
• Insurance license preferred

Get in touch today so that we can get to know you! As a Client Service Administrator, you will work with some of the most successful business owners, families, and individuals around. You will provide life-changing support to clients who look to our client as an advocate for their hopes and dreams.

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what we offer and see if it might be an attractive fit for both us and you. We look forward to meeting you!

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