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- Tasks: Support clients with service requests and manage appointments daily.
- Company: Join Dale A. Frank Financial Group, a dynamic financial firm in Sunderland, MA.
- Benefits: Enjoy health insurance, flex holidays, and annual team trips.
- Why this job: Build long-term client relationships while growing your career in finance.
- Qualifications: Ideal for those with 2+ years in a fast-paced office and strong organisational skills.
- Other info: Flexible hours with opportunities to attend seminars and workshops.
The predicted salary is between 36000 - 66000 £ per year.
Client Service Administrator Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients 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, Dale A. Frank Financial Group, in Sunderland, MA 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. Job Description: The purpose of this position is to service the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation including printing client account statements for their review meetings and preparing issued contracts for delivery. Key Skills: Strong organizational skills Attention to detail and accuracy Proactive management style and consistent follow-through Financial Industry experience preferred 2+ years in a fast-paced office environment preferred Experience with MS Office Suite and the ability to learn new software quickly CRM experience Responsibilities: Complete each service request and resolve client issues Prepare/print client review statements for upcoming appointments Maintain professional communication with clients and staff Assist with client updates, reports, and mailings Set appointments with clients and prospects, assist with calendar management Database management Assist with various marketing objectives Answer phones and greet clients in a friendly, positive, and warm manner Complete and process all applications for business submitted by Advisor Hours: 9am-5pm *Flex time to attend 2-4 Seminar/Workshop evenings per month. 8am-5pm on team meeting days Compensation: $48,000-$55,000 + Bonuses Benefits: Blue Cross Blue Shield health insurance (Employer 50%) SEP – Employer 4% of base salary after 1 year AFLAC products Major holidays & flex holidays Annual team meeting – fully paid trip Birthday lunches Seniority level: Entry level Employment type: Full-time Job function: Finance Thank you for your interest in the Client Service Administrator role. If you feel that you have the skills it takes for the position responsibilities listed, please apply today! #J-18808-Ljbffr
Client Service Administrator employer: Dale A. Frank Financial Group
Contact Detail:
Dale A. Frank Financial Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Administrator
✨Tip Number 1
Familiarise yourself with the financial industry by reading up on current trends and news. This will not only help you understand the context of the role but also allow you to engage in meaningful conversations during interviews.
✨Tip Number 2
Practice your client service skills by role-playing common scenarios you might encounter in the position. This will prepare you to demonstrate your ability to handle client requests and issues effectively.
✨Tip Number 3
Network with professionals in the financial sector, especially those who work in client service roles. Attend local events or join online forums to gain insights and potentially get referrals.
✨Tip Number 4
Showcase your organisational skills by creating a mock schedule or database management plan that reflects how you would handle client appointments and service requests. This can be a great talking point in your interview.
We think you need these skills to ace Client Service Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client service and administrative roles. Emphasise any financial industry experience and showcase your organisational skills, attention to detail, and proactive management style.
Craft a Compelling Cover Letter: Write a cover letter that reflects your enthusiasm for the role and the company. Mention specific reasons why you want to work at Dale A. Frank Financial Group and how your skills align with their needs.
Showcase Relevant Skills: In your application, clearly outline your proficiency with MS Office Suite and any CRM software you've used. Provide examples of how you've successfully managed client relationships and resolved issues in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application demonstrates your attention to detail, which is crucial for the Client Service Administrator role.
How to prepare for a job interview at Dale A. Frank Financial Group
✨Showcase Your Client Service Skills
Since the role focuses heavily on client interaction, be prepared to discuss your previous experiences in client service. Share specific examples of how you've successfully resolved client issues or built long-term relationships.
✨Demonstrate Organisational Skills
Highlight your strong organisational skills during the interview. You might want to mention any tools or methods you use to stay organised, especially in a fast-paced environment, as this is crucial for the role.
✨Familiarise Yourself with Financial Terminology
Even if you don't have extensive experience in the financial industry, showing that you understand basic financial concepts can set you apart. Brush up on relevant terminology and be ready to discuss how it relates to client service.
✨Prepare Questions for the Interviewer
Having thoughtful questions ready shows your interest in the role and the company. Ask about the team dynamics, growth opportunities, or how success is measured in the Client Service Administrator position.
