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Client Service Administrator
Roots Financial Group
Hummelstown, USA
Full-time
Entry · 2+ years experience
Onsite
USD 15-17 hourly / hour
Discovered 1 weeks ago
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Position Responsibilities
- Act as a phone receptionist – receive incoming calls, respond to general questions, gather details around client needs
- Enter and maintain client information and interactions into various client relationship management systems
- Meet and greet clients at Hummelstown location
- Maintain, coordinate, and schedule client meetings with Financial Advisors
- Prepare documentation, agendas, and reports in advance of client meetings
- Communicate post-meeting summary, follow up, and action items to clients
- Complete forms for basic policy and account updates
- Research and respond to client inquiries
- Assist with marketing and logistics for events, conferences, social media, and overall branding
- Process and distribute incoming physical mail; send outgoing mail
- Assist in creating welcoming office environment for clients, guests, and colleagues
- Complete other miscellaneous tasks as assigned by Financial Advisors
Benefits
- 11 Office Holidays
- Simple IRA with match after 1 year of service
Position Qualifications
- Previous customer service orientation/experience, 2+ years preferred
- Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce)
- Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
- Ability to maintain integrity of sensitive/confidential information
- As part of Roots Financial Group's our recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
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