Client Service Administrator
We are looking for a full-time Client Service Administrator for our growing risk management and wealth advisory team. The ideal candidate has talents that include:
- An administrative professional who exudes confidence and high energy
- Professional “people person” who puts our clients first
- Technology savvy and efficient
- Self-starter, fast learner, and pro-active
- Task oriented and proficient multi-tasker
About us
Our practice, Legacy Advisors Financial Group, is located in Farmingdale, NY. We provide goal achievement through accountability to help clients make better financial decisions.
Commitment to delivering concierge level service and professional guidance is our top priority. This is accomplished by continuously meeting our clients’ needs first. Each member of our team plays a specific role in meeting this objective. The role of the Client Service Administrator is to ensure our clients are always put first and they are consistently getting the service that they need and deserve.
Responsibilities
- Process new client applications and managing back-office relationships
- Maintain follow-up systems for pending client issues
- Manage client database effectively and efficiently
- Respond to routine client service issues and requests
Qualifications
- Microsoft Office Skills – Word, Outlook, and Excel
- Familiarity with CRM software or client database management
- Excellent attention to detail
- Ability to prioritize projects and follow through independently
- Experience in financial services a plus
- Administrative experience a plus
We Offer:
A competitive salary, fun in office team environment, and an opportunity to put your talents to work in a meaningful career you can love. Opportunities for career growth and advancement with the team. Please e-mail resume to: mpugliese@legacyadvisorsfg.com. Salary based on experience.
