Client Service Administrator

WealthPoint Advisors is a financial services firm that specializes in providing personalized investment and wealth management solutions to clients. We are looking for a Client Service Administrator to join our team, who will be responsible for providing outstanding customer service to our clients and supporting our team of advisors.

Responsibilities

• Provide exceptional customer service to clients over the phone, email, and in person
• Manage and maintain client records, ensuring accuracy and completeness
• Coordinate client meetings, including scheduling, preparing materials, and serving as the liaison between clients and advisors
• Assist with account openings, transfers, transactions, and other administrative tasks
• Help create and distribute client-facing communications, including newsletters and marketing materials
• Continually develop knowledge of industry trends and news to better inform clients and...