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 advisors
• Plan and execute special projects as needed, including client events
• Obtain/maintain notary designation

Requirements

• Bachelor's degree in finance, business administration, or related field
• At least 1-3 years of experience in financial services or a related field
• Strong customer service skills, with excellent communication and interpersonal abilities
• Attention to detail and strong organizational skills
• Ability to maintain confidentiality and handle sensitive information appropriately
• Proficient in Microsoft Office suite, CRM software and/or portfolio management software
• Ability to work well both independently and as part of a team
• Excellent time management skills, ability to meet time deadlines and balance multiple responsibilities
• Strong written and verbal communication skills.
• Self-starter, takes initiative, proactive, and resourceful
• Able and willing to learn new software with nominal help
• Team player, collaborative, able to work closely with others
• Desire/ability to work successfully in a small company environment; reliable and dependable

Benefits

Pay/benefits are competitive based on industry standards, experience, and capabilities.

Benefits may include: 401(k) with company matching program, paid vacation, paid holidays, and paid health insurance.

Full financial support may be provided for professional accreditation/continuing education requirements and other education/ training opportunities.

WEALTHPOINT ADVISORS, LLC IS AN EQUAL-OPPORTUNITY EMPLOYER