Client Services Representative (Banking) jobs in Sarasota, FL

Client Service Administrator Are you looking for an opportunity to utilize superior client service skills and work one-on-one with client’s daily?

If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you! Our fast-paced financial firm, W.

A. Smith Financial , in Sarasota, FL 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.

• Strong organizational skills
• Excellent communication; written and verbal
• Attention to detail and accuracy
• Proactive management style and consistent follow-through

Minimum Requirements :

• Associates Degree preferred
• Financial Industry experience required
• 2 years working alongside a Financial Advisor in a fast-paced office environment preferred
• Experience with MS Office Suite and the ability to learn new software quickly
• CRM experience

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 manner
• Complete each service request and resolve client issues
• Complete and process all applications for business submitted by Advisor
• Prepare client review summary for upcoming appointments
• Maintain professional communication with clients and staff
• Assist with client updates, reports, and mailings
• Assist in setting client appointments

Hours :

Monday Friday 8 : 30am 4 : 30pm

Salary :

$45,000 - $55,000 / year BOE

Benefits :

• 90% premiums paid for Health insurance Dental, Vision, Life Insurance, Disability
• 401(k) matching
• Generous PTO

Last updated : 2024-02-23