Client Relations Administrator

Client Relations Administrator

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