Summary:
The Client Service Administrator reports to the Lead Advisors and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.
Essential Duties and Responsibilities:
· Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
· Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards
· Successfully partner with Broker Dealer for new account establishment, account maintenance and compliance
· Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available
· Assist in preparation of consolidated performance reporting on a monthly/quarterly basis
· Maintain CRM database, define and ensure adherence to appropriate client service models
· Manage multiple and competing priorities on a daily basis in pursuit of business objectives
· Other responsibilities as assigned by the Lead Advisors
Supervisory Responsibilities: None
Knowledge, Skills and/or Abilities
· Advanced computer skills (Outlook, Word, Excel and PowerPoint) are essential
· Excellent communication skills, both verbally and in writing
· Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
· Ability to build relationships with clients and internal partners and influence others without direct control
Job Type: Part-time
Pay: $19.00 - $25.00 per hour
Expected hours: 15 – 25 per week
Benefits:
Schedule:
Ability to Commute:
- Naperville, IL 60540 (Required)
Ability to Relocate:
- Naperville, IL 60540: Relocate before starting work (Required)
Work Location: Hybrid remote in Naperville, IL 60540