Client Services Coordinator

Job Description

Job Description

ABOUT THE JOB

Are you a supportive, detail-oriented professional with a passion for processes and client service? Do you thrive in a role where organization and relationship building are essential? Ph Financial Advisors is seeking someone with these qualities to join us as a Client Service Administrator in Fort Myers. If you're a supportive, social, multitasker who thrives in a fast- paced environment and has a keen eye for detail, join us and help keep our team organized and connected.

COMPANY OVERVIEW

Ph Financial is a boutique financial services firm on a mission to guide individuals to and through a financially healthy retirement. We are seeking a detail-oriented, motivated individual to grow into the role of Client Services Administrator at our Fort Myers location. The ideal candidate will learn and streamline our proprietary approaches and become an integral part of our expanding team.

JOB OVERVIEW

As the Client Service Administrator, you will be responsible for efficiently managing and servicing both new and existing accounts. This includes ensuring accuracy in documentation, handling client interactions with precision, and maintaining high standards in every client transaction. Knowledge of Employee Benefits is required, along with a passion for client service and office operations.

COMPANY CULTURE

We are committed to fostering a culture of excellence and integrity. Our team members are accountable, proactive, and passionate about service. The right candidate will align with our principles:

1. Responsibility: Commit to following and continuously improving standard operating procedures, including detailed documentation for transparency.

2. Transparency: Maintain self-discipline to document all actions, allowing others to seamlessly follow or continue processes.

3. Excellence: Embrace a growth mindset by asking, "What else can I do? How can I improve?"

4. Urgency: Prioritize efficiently, ensuring timely and clear communication to clients and colleagues.

5. Problem-solving: Seek and suggest technological or process-based solutions that enhance productivity and communication.

6. Teamwork: Value every team member's contribution, recognizing their importance and working to resolve conflicts constructively.

7. Passion for Service: Actively work to support others in achieving their goals.

KEY RESPONSIBILITIES

Office Operations

• -Greet guests and ensure a welcoming environment for clients and visitors.
• -Answer and direct incoming phone calls promptly and professionally.
• -Manage office inventory, including ordering supplies and maintaining stock levels.
• -Support general administrative tasks to ensure smooth day-to-day operations.

Client Servicing and Customer Relations

• -Maintain and service existing accounts with a high level of client interaction and follow-through.
• -Prepare and audit summary documents to confirm critical details (e.g., correct beneficiaries).
• -Identify opportunities for additional business from existing clients and inform leadership.

Business Health Monitoring

• -Oversee caseload prioritization and monitor monthly profit & loss reports.

Employee Benefits Knowledge

• -Posses a strong understanding of group medical benefits.
• -Providing day-to-day service for employee benefits clients, addressing questions and issues efficiently.
• -Facilitate Open Enrollment preparation.

COMPENSATION AND BENEFITS

Salary Range: $60,000 - $70,000 based on experience, with a 90-day initial performance review and potential for advancement.

Job Type: Full-time, 8-hour shift, Monday to Friday.

Benefits:

• -Health insurance
• -Paid time off
• -Professional development assistance
• -Bonus pay

QUALIFICATIONS

• -Education: Associate degree (preferred)
• -Experience: 1 year of Microsoft office and administrative experience (preferred)
• -Licenses: Life, Health License or willingness to obtain within 90 days is required.

Location: In-person at Fort Myers, FL location.

At Valmark, people are the most critical component of our long-term success and fittingly the number one reason why our employees say they love working here. Employees encourage each other to succeed and have a true desire to help our advisors and clients, defining the Golden Rule that is the very essence of our culture. We also invest in our people and challenge them to reach new goals with professional development opportunities, while allowing the flexibility of a work-life balance. Our entrepreneurial spirit fosters new ideas and ways of thinking that makes working here interesting and exciting while our management team is collaborative and transparent with a clear vision for long-term success. These things combined have made Valmark a place to find a rewarding and fulfilling career and earned us the distinction of Top Work Places in Northeast Ohio since 2020!

Company Description

At Valmark, people are the most critical component of our long-term success and fittingly the number one reason why our employees say they love working here. Employees encourage each other to succeed and have a true desire to help our advisors and clients, defining the Golden Rule that is the very essence of our culture. We also invest in our people and challenge them to reach new goals with professional development opportunities, while allowing the flexibility of a work-life balance. Our entrepreneurial spirit fosters new ideas and ways of thinking that makes working here interesting and exciting while our management team is collaborative and transparent with a clear vision for long-term success. These things combined have made Valmark a place to find a rewarding and fulfilling career and earned us the distinction of Top Work Places in Northeast Ohio since 2020!