Overview
Client Services Administrator Jobs in Birmingham, Michigan, USA at Planningalt
Planning Alternatives is a fiduciary firm dedicated to providing comprehensive financial planning and asset management services to our clients. We believe that true wealth is not solely about financial success but about enriching lives and fulfilling personal goals. Our mission is to leave clients better off by offering the experience, strategies, and solutions needed to support their vision of wealth. With a focus on integrity, strong relationships, and client-centric solutions, we are building the future of wealth management.
As we continue to grow, we are seeking a highly experienced Client Service Administrator to lead client relationships and contribute to the strategic growth of the firm.
Position Overview:
The Client Service Administrator (CSA) plays an integral role in the client relationship and is vital to the success of our organization. In this role, you will support advisors in servicing the needs of high-net-worth clients. You will serve as a critical liaison between clients, advisors, and other team members. Our ideal candidate thrives in a fast-paced environment, embraces personal growth, and wants to be challenged.
They have strong organizational, computer, and people skills. We are looking for someone for either our Birmingham, MI office or our Naples, FL office.
Key Responsibilities: (included but not limited to)
Assist advisors with account opening, transfers, maintenance, and documentation, ensuring compliance with industry regulations and internal policies.
Collaborate with our team to support client meetings including preparing meeting materials, account paperwork, and coordinating reports.
Provide administrative support by scheduling meetings and calendar coordination.
Function as a point of contact for clients and key interface on behalf of the firm.
Provide client service support by responding to client phone calls, e-mails, and all other client related requests.
Maintain client records and update databases with accurate and relevant information.
Process client transactions and account maintenance requests, following established procedures and guidelines.
Maintain constant communication with financial advisors regarding the status of client requests.
Collaborate with internal staff to continually improve processes and enhance the client experience.
Qualifications:
Proficiency in using computer-based software systems.
Experience with Tamarac (preferred).
Previous financial services experience with Schwab, Fidelity, and TIAA.
Bachelor’s degree preferred, but not required.
Excellent organizational and time management skills, with the ability to prioritize tasks and manage multiple deadlines.
Demonstrated diligence and accuracy in client documentation and data entry.
Ability to maintain confidentiality and manage sensitive client information with integrity.
Medical Insurance
Prescription Drug Coverage
Voluntary Dental Insurance
Voluntary Vision Insurance
Voluntary Life Insurance
Voluntary Disability Insurance
401(k) Match
Company Profit Sharing
Planning Alternatives is an equal opportunity employer committed to diversity and inclusion in the workplace. We encourage qualified individuals from all backgrounds to apply.
Application Instructions:
To apply for the Client Service Administrator position, please submit your resume and cover letter detailing your qualifications and relevant experience. We look forward to reviewing your application and considering you for this exciting opportunity to join our team.
Working Conditions: Professional office environment, daytime hours, working inside, sitting, occasional standing, will be assigned to a workstation, no heavy lifting over 10 lbs.
Seniority level: Mid-Senior level
Employment type: Full-time
#J-18808-Ljbffr
Title: Client Services Administrator
Company: Planningalt
Location: Birmingham, Michigan, USA
Category: Administrative/Clerical (Office Administrator/ Coordinator), Finance & Banking (Office Administrator/ Coordinator)
