Client Relations Administrator

Client Relations Administrator

Department:

        Support Team

Location:

        Edwardsville, IL

Do you have a passion for creating a “WOW” experience for clients? Our fast-paced financial firm in Edwardsville, Illinois 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!!

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

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

Responsibilities/Tasks:

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

 

  • Max. file size: 256 MB.