Talent.com
Client Service Administrator
Client Service AdministratorSignature Estate & Investment Advisors, LLC • Chapel Hill, NC, US
Client Service Administrator

Client Service Administrator

Signature Estate & Investment Advisors, LLC • Chapel Hill, NC, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Job Description

Job Description

JOB TITLE : Client Service Associate

EMPLOYER : Signature Estate and Investment Advisors Inc.

DEPARTMENT : W2 Advisory Team

REPORTS TO : Client Service Manager

SUMMARY : This position supports W2 advisors with account management and client service needs. All CSAs in this W2 position work together servicing clients for multiple advisors. This will involve assistance in every aspect from introduction with a prospect to onboarding a client to servicing the continuous needs of those clients.

DUTIES AND RESPONSIBILITIES :

  • Reviewing and submitting account opening paperwork in a timely manner
  • Responsible for account maintenance (opening new accounts, transfers, managing transactions, address changes, etc.).
  • Prepares paperwork, letters, client reports, and other client communication.
  • Replying to client and advisor emails
  • Maintains client and practice management data.
  • Performs other related duties as assigned by management.

SUPERVISORY RESPONSIBILITIES :

  • This job has no supervisory responsibilities.

    • QUALIFICATIONS :

  • Bachelor's Degree (BA) from four-year college or university.
  • Preferred FINRA licenses Series 7 and 66.
  • Computer skills required : Spreadsheet Software (Excel); Order Processing Systems; Word Processing Software (Word); Electronic Mail Software (Outlook); Presentation software (PowerPoint); and CRM software.

    • COMPETENCIES :

  • Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.
  • Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
  • Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
  • Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs work flows and procedures. Attendance / Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
  • Business Acumen - Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals.
  • Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
  • Management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.
  • Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.
  • Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.
  • Judgement - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.
  • Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals.
  • Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
  • Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Benefits organization through outside activities; Supports affirmative action and respects diversity.
  • Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
  • Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
  • Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.
  • Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.
  • Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others.
  • Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
    • serp_jobs.job_alerts.create_a_job

    Service Administrator • Chapel Hill, NC, US

    Job_description.internal_linking.related_jobs
    Contracts Administrator

    Contracts Administrator

    Randstad • Cary, NC, US
    serp_jobs.job_card.full_time
    Are you a detail-oriented professional with a passion for streamlining processes and ensuring compliance? Join our client's team as a Contracts Administrator and become the go-to expert for our con...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Client Services Project Manager

    Client Services Project Manager

    VirtualVocations • Raleigh, North Carolina, United States
    serp_jobs.job_card.full_time
    A company is looking for a Client Services Project Manager to manage client relationships and project execution in the electronic discovery industry. Key Responsibilities Serve as the primary liai...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    NetSuite Administrator

    NetSuite Administrator

    VirtualVocations • Raleigh, North Carolina, United States
    serp_jobs.job_card.full_time
    A company is looking for a NetSuite Administrator to manage and optimize its NetSuite environment.Key Responsibilities Support configuration, customization, and optimization of NetSuite and its m...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Client Service Associate

    Client Service Associate

    LPL Financial • Raleigh, NC, US
    serp_jobs.job_card.full_time
    Client Service Associate (CSA).What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Temporary Contract Administrator

    Temporary Contract Administrator

    VirtualVocations • Raleigh, North Carolina, United States
    serp_jobs.job_card.temporary
    A company is looking for a Remote Contract Administrator for a temporary assignment.Key Responsibilities Review and administer payor contracts to support deal closure Manage contract documentati...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Contracts Administrator

    Contracts Administrator

    Teleflex • Raleigh, NC, US
    serp_jobs.job_card.full_time
    Provides business development and contract management support to the Teleflex Corporate Accounts group.In this role, the Administrator supports Corporate Accounts and Corporate Legal staff to achie...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Client Service Coordinator - 005029

    Client Service Coordinator - 005029

    Banfield Pet Hospital • Cary, NC, US
    serp_jobs.job_card.full_time +1
    Banfield Cary Stonebridge NC|005029.If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Brows...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Client Care Specialist

    Client Care Specialist

    VirtualVocations • Raleigh, North Carolina, United States
    serp_jobs.job_card.full_time
    A company is looking for a Dedicated Client Care Specialist to provide technical support to key customers.Key Responsibilities Respond to customer technical issues via phone and email Document c...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Client Services Analyst

    Client Services Analyst

    VirtualVocations • Raleigh, North Carolina, United States
    serp_jobs.job_card.full_time
    A company is looking for a Client Services Analyst I (Fully Remote - USA).Key Responsibilities Ensure timely and accurate delivery of solutions in line with customer needs and defined metrics De...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Client Services Specialist

    Client Services Specialist

    VirtualVocations • Raleigh, North Carolina, United States
    serp_jobs.job_card.full_time
    A company is looking for a Client Services Specialist I.Key Responsibilities : Respond to client e-mail support tickets, addressing various concerns Utilize online systems and support tools to re...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Client Service Coordinator

    Client Service Coordinator

    Kestra Financial Independent Advisor • Raleigh, NC, US
    serp_jobs.job_card.full_time
    The Client Service Coordinator is critical to providing superior client experience.This position utilizes excellent customer service, attention to detail, and time management skills.Supports Financ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Client Success Lead

    Client Success Lead

    VirtualVocations • Raleigh, North Carolina, United States
    serp_jobs.job_card.full_time
    A company is looking for a Regional Client Success Lead to support client relationship management for regional accounts.Key Responsibilities Develop and maintain strong client relationships to su...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Luxury Client Services Representative

    Luxury Client Services Representative

    VirtualVocations • Raleigh, North Carolina, United States
    serp_jobs.job_card.full_time
    A company is looking for a Luxury Ai Client Services Representative.Key Responsibilities Support clients by demonstrating exceptional knowledge of products and resources Engage with clients' cus...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Managed Services Agent

    Managed Services Agent

    VirtualVocations • Raleigh, North Carolina, United States
    serp_jobs.job_card.full_time
    A company is looking for a Managed Services Agent - Healthcare (Remote).Key Responsibilities Manage incoming consultations through consultation lifecycle workflows and patient rounding workflows ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Advance to RN Administrator – No Nights or Weekends

    Advance to RN Administrator – No Nights or Weekends

    Southern Health Partners • Leasburg, NC, US
    serp_jobs.job_card.full_time
    Elevate Your Nursing Career – Step Into Administration.You’ve mastered patient care—now it’s time to grow into leadership. Southern Health Partners (SHP).Caswell County Detention Center.Starting at ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Client Services Specialist II

    Client Services Specialist II

    VirtualVocations • Raleigh, North Carolina, United States
    serp_jobs.job_card.full_time
    A company is looking for a Client Services Specialist II for the overnight shift.Key Responsibilities : Respond to client support requests via email, chat, and phone, addressing various concerns ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Clinical Contract Administrator

    Clinical Contract Administrator

    VirtualVocations • Raleigh, North Carolina, United States
    serp_jobs.job_card.full_time
    A company is looking for a Clinical Contract Administrator-Pre and Post Award.Key Responsibilities Prepare proposals and manage daily project administration tasks for clinical trials Oversee all...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Relationship Banker

    Relationship Banker

    First National Bank of Pennsylvania • Creedmoor, NC, United States
    serp_jobs.job_card.full_time
    Make a difference - for us and for your future.This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible f...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted