Join to apply for the Client Service Administrator role at Asset Retention Insurance Services, Inc.1 week ago Be among the first 25 applicantsJoin to apply for the Client Service Administrator role at Asset Retention Insurance Services, Inc.Get AI-powered advice on this job and more exclusive features.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!Asset Retention Insurance Services in Laguna Hills, CA is seeking to add a Client Service Administrator to our team!
The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.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, preparing the main advisor for his/her review meetings, and preparing issued accounts for delivery.Key Skills:Strong organizational skillsHigh level of computer skillsAttention to detail and accuracyProactive management style and consistent follow-throughStrong work ethicA caring and confident disposition2 Years prior experience working in the financial industry is a plusLife & Health Insurance License Required within 6 months of employmentWorking knowledge of computers and software, (Microsoft Office)Ability to learn quickly and not adverse to changeKnowledge with working in CRMs (Redtail is a plus)Responsibilities: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 monthly tasks may include:Receive incoming client service calls in a friendly mannerComplete each service request and resolve client issuesInput notes into CRM and keep updatedCoordinate and follow up on each client transferReview application prior to submissionPrepare client review summary for upcoming appointmentsMaintain professional communication with clients and staffAssist with client updates, reports, and mailingsAssist in setting client appointmentsHours:8am to 5pm, Monday through Friday with seminars in the future.To Note:You will be required to take a typing test during the interview processPresented by Advisor Employee Services Thank you for your interest in the Client Service Administrator role.
Advisor Employee Services, a consulting firm located in Overland Park, 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 /.
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!Seniority levelSeniority levelAssociateEmployment typeEmployment typeFull-timeJob functionJob functionFinance and AdministrativeReferrals increase your chances of interviewing at Asset Retention Insurance Services, Inc. by 2xSign in to set job alerts for "Client Services Administrator" roles.Client Service Associate-Newport Beach, CANewport Beach, CA $45,000.00-$70,000.00 7 hours agoIrvine, CA $66,800.00-$142,800.00 23 hours agoAliso Viejo, CA $19.00-$21.00 17 hours agoIrvine, CA $60,000.00-$60,000.00 2 months agoProgram Coordinator - Newport Beach Multispecialty Clinic - Full Time 8 Hour Days (Exempt) (Non-Union)Newport Beach, CA $68,640.00-$112,370.00 15 hours agoCorona, CA $75,000.00-$85,000.00 1 week agoClient Services Associate - Fullerton, CAFullerton, CA $64,100.00-$88,100.00 2 days agoNewport Beach, CA $30.00-$35.00 2 weeks agoSanta Ana, CA $56,160.00-$58,240.00 5 hours agoTransaction & Team Administration Coordinator – Orange, CANewport Beach, CA $18.00-$21.00 2 weeks agoWe're unlocking community knowledge in a new way.
Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr