JOIN OUR TEAM
DEPARTMENT: Support Team LOCATION: Fort Myers, Florida
Remote Status: On-Site
Client Relations Administrator
Do you have a passion for creating a “WOW” experience for clients? Our fast-paced financial firm, Slagle Financial, in Fort Myers, FL is looking for a self-starter, customer service-oriented individual. The perfect candidate will have a high level of interpersonal skills to provide our clients with the utmost client experience and be able to assist with the day-to-day operations of our administrative office.
We are seeking a hard-working, positive individual to join our continuously growing team. If you are seeking a company that cares about team members and clients, we want to talk to you!
Our office prides itself in providing the ULTIMATE client experience. YOU can make a direct impact on our client’s financial freedom!!
JOB DESCRIPTION
KEY SKILLS:
This position requires that you possess the following skills:
- Strong organizational skills and attention to detail
- Flexibility
- Ability to motivate prospects to set appointments
- Ability to demonstrate persistence to achieve quality
- Excellent communication skills – both verbal and written
- Self-directed initiative
- Process driven
- Ability to multi-task
- Strong follow-through
- Customer service oriented
RESPONSIBLITIES:
Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will:
- Answer phones in a friendly, warm manner
- Manage our Client Database
- Schedule appointments and manage advisor calendars
- Maintain client relationships and welcome clients into the office
- Follow-up with clients and prospects between appointments
- Manage client touch marketing and continuously update spreadsheet
- Assist with the mailing of client reports and updates
- Help plan and attend client events and seminars
- Assist with ongoing marketing efforts
- Track Client Referrals
- Perform additional duties and responsibilities as required by management
MINIMUM REQUIREMENTS:
- Proficient phone skills
- Command of the English language and use of proper grammar
- Experience working in a fast-paced environment
- Ability to prioritize projects and manage time
- Attention to detail
- Working knowledge of computers and software
- Ability to multi-task
ADMINISTRATIVE/MISC:
BENEFITS
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Short-Term Disability
- Long-Term Disability
- Basic Life Insurance
- 401(k)
- PTO
HOURS
- M-F 9am-5pm
Before applying, view the Slagle Financial Core Values and our Vivid Vision by clicking here: Vivid Vision
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