Client Service Administrator - Birmingham, AL

Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you! Freedom Financial Group firm in Birmingham, AL is seeking to add a Client Service Representative to our team!

We've built a company culture we're proud of. You're an ideal candidate if you're ready to commit to these "Above the Line" principles :

• Accountability : See it, Own it, Solve it, Do it
• Be part of the solution
• Respect others and their feelings
• Take action
• Ask, "What else can I do?"
• Seek feedback and keep improving
• Take personal ownership
• Show you care

If you can commit to these principles, you'll thrive here and help us grow. If not, we may not be the right fit—and we respect your honesty. But if this resonates with you, we can achieve great things together!

Job Description :

The purpose of this position is to service the existing client base with all service requests, including beneficiary changes / withdrawals, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, prepping the Main Advisor for his / her review meetings, and preparing issued accounts for delivery.

This position requires that you possess the following skills :

Responsibilities / Tasks :

This Client Service Administrator will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments. Other daily, weekly, and / or monthly tasks may include :

Hours :

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 and the services provided https : / / aesplacement.com / . 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!

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