Jobs and Careers
TR
Client Service Administrator - Financial Services
Transcend Practice ManagementUnited Statesfull_timeVerifiedPosted 5 Nov 2024
About the role
Location: Erie, PA; Full-time, in office
Compensation: $70K-$80K (based on experience)
MUST HAVE EXPERIENCE IN FINANCE
The best and brightest always have choices in the wealth management arena. Working with our firm is an investment in your future that will reap rewards for years to come.
We are a close, tightly knit team that works collaboratively to bring their values to life each day: hard work, humility, optimism, responsiveness, and doing whatever needs to be done to make things right. We are committed to delivering high-quality, high-touch experiences to clients so that, no matter whom we work with, clients know that they are receiving the firm’s utmost attention. Being their advocate is our calling and privilege!
Sound appealing? We are building a team with people who share our vision and want to add value to our clients. We would like you to think of how we can do things better, make an impact, and continue to grow. This is an exciting opportunity to welcome a Senior Client Service Administrator to the team who will support the firm’s lead advisors. The attributes that we are looking for in a teammate include:
▪ Think. We want your mind in the mix, to perceive, observe, reflect, decide, and act.
▪ Intake, screen, organize and process all that you are able, focus the advisor’s attention on the items that require his personal attention, and ensure that all activities are captured, scheduled, and completed.
▪ Stay apprised of client meetings and ongoing activities, keeping up to date on the advisor’s priorities and projects, goals, and timelines and what he wants/needs to do with each on an ongoing basis so that you can process, schedule, and oversee projects.
▪ Coordinate the advisor’
Compensation: $70K-$80K (based on experience)
MUST HAVE EXPERIENCE IN FINANCE
The best and brightest always have choices in the wealth management arena. Working with our firm is an investment in your future that will reap rewards for years to come.
We are a close, tightly knit team that works collaboratively to bring their values to life each day: hard work, humility, optimism, responsiveness, and doing whatever needs to be done to make things right. We are committed to delivering high-quality, high-touch experiences to clients so that, no matter whom we work with, clients know that they are receiving the firm’s utmost attention. Being their advocate is our calling and privilege!
Sound appealing? We are building a team with people who share our vision and want to add value to our clients. We would like you to think of how we can do things better, make an impact, and continue to grow. This is an exciting opportunity to welcome a Senior Client Service Administrator to the team who will support the firm’s lead advisors. The attributes that we are looking for in a teammate include:
- Insistent attention to detail
- Passionately committed to serving and caring for other people
- Energy and enthusiasm
- Commitment to exceeding client expectations
- Flexibility and openness to step in and do whatever is needed to support the team
- Interest in working on varied assignments with people across the firm
- Strong communication and interpersonal skills, showing an ability to connect with others and build relationships within the firm and across our client base
- Ability to anticipate the needs of the advisor and the team overall
- Self-directed time management and prioritization capabilities and outstanding organizational skills
- Ability to self-start, take initiative, and be proactive
- Demonstrated integrity, work ethic, and an obligation to maintain firm and client confidentiality
- Poise and maturity, especially in stressful situations
- Superior organizational skills
- Ability to multitask and manage multiple projects as once with efficiency and accuracy
- Team player with strong desire to be a long-term contributing member of the team
- Able to handle multiple projects simultaneously
- Operates successfully under deadlines
- Able to take direction while knowing when to take the ball and run with it
- A long view of the opportunities presented by the firm and the industry overall
▪ Think. We want your mind in the mix, to perceive, observe, reflect, decide, and act.
▪ Intake, screen, organize and process all that you are able, focus the advisor’s attention on the items that require his personal attention, and ensure that all activities are captured, scheduled, and completed.
▪ Stay apprised of client meetings and ongoing activities, keeping up to date on the advisor’s priorities and projects, goals, and timelines and what he wants/needs to do with each on an ongoing basis so that you can process, schedule, and oversee projects.
▪ Coordinate the advisor’
Apply for this role
Generate a tailored application kit with a matched cover letter, interview prep, and CV highlights — in under 60 seconds.
Apply Now →Generate Application KitFree account required — sign up in 30s