Client Service Administrator

Job Description

Job Description

Pay: $18.00 - $26.00 per hour

Job description:

This is a Full-Time position in a friendly office environment (M-F). As a Client Service Administrator (CSA), your primary focus will be to provide superior client service to our clients. We are Fee-Only financial planning and investment management firm working with local families and have begun our 25th year in business!

We are looking for an organized, detail-oriented team player to support administrative and client service duties. We have a staff of five and are looking to grow our team to eight over the next few years. Work where you can make a difference!  There are strong opportunities for growth tailored to the unique desires and career aspirations of each candidate. After serving as a CSA, you may consider future career paths into salaried positions within our financial planning or investment management teams.

Location, Schedule & Travel:

· Full time - 40 hours per week

· Monday through Friday, no weekends

· 100% in-person located at W6184 Aerotech Dr

· No travel is required

· Modest flexibility in daily start and end times

Compensation:

· Hourly pay from $18 to $26 depending on experience and background

· Paid holidays

· 401k plan (featuring 4% employer match)

· Profit sharing plan

· 3-weeks Paid Time Off (PTO) in the first year

· Life & disability insurance

· Education reimbursement program

Responsibilities:

Administrative

· Greet clients and visitors in a friendly and professional manner

· Answer and route phone calls

· Retrieve, sort, and process incoming and outgoing mail

· Maintain office supplies and place orders as necessary to manage inventory

· Scan documents and maintain files

· Maintain and update client relations management database

· Review written correspondence for grammar and clarity

· Assist with various projects as needed

· Light office cleaning

Client Service

· Prepare and process Schwab paperwork for new and existing investment accounts

· Collaborate with Schwab to service client accounts as necessary

· Correspond with clients primarily by email and telephone to schedule meetings and coordinate signatures for paperwork as needed

· Process and monitor incoming checks and all general client money movements

· Prepare report packets prior to client meetings

Education / Experience:

Required

· High school diploma or equivalent

· Experience with Microsoft Office tools

Preferred

· Previous work experience in an office setting

· Previous financial services experience

Additional education and/or work experience are welcome and will be considered when determining compensation.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) 4% Match
• 401(k) matching
• Employee discount
• Flexible schedule
• Happy hour
• Life insurance
• Paid time off
• Paid training
• Professional development assistance
• Retirement plan
• Tuition reimbursement

Compensation Package:

• Profit sharing

Ability to Commute:

• Appleton, WI 54914 (Preferred)

Ability to Relocate:

• Appleton, WI 54914: Relocate before starting work (Required)