Client Relations Administrator

Join to apply for the Client Relations Administrator role at Slagle Financial

Do you have a passion for creating a “WOW” experience for clients? Our fast-paced financial firm,
Slagle Financial
, in Fort Myers, FL is looking for a self-starter, customer service-oriented individual. The perfect candidate will have a high level of interpersonal skills to provide our clients with the utmost client experience and be able to assist with the day-to-day operations of our administrative office.

We are seeking a hard-working, positive individual to join our continuously growing team. If you are seeking a company that cares about team members and clients, we want to talk to you!

Our office prides itself in providing the ULTIMATE client experience. YOU can make a direct impact on our client’s financial freedom!!

• Command of the English language and use of proper grammar
• Experience working in a fast-paced environment
• Ability to prioritize projects and manage time
• Working knowledge of computers and software
• Ability to multi-task

This position requires that you possess the following skills:

• Strong organizational skills and attention to detail
• Flexibility
• Ability to motivate prospects to set appointments
• Ability to demonstrate persistence to achieve quality
  
  Excellent communication skills – both verbal and written
• Self-directed initiative
• Process driven
• Ability to multi-task
• Strong follow-through
• Customer service oriented

Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will:

• Answer phones in a friendly, warm manner
• Manage our Client Database
• Schedule appointments and manage advisor calendars
• Maintain client relationships and welcome clients into the office
• Follow-up with clients and prospects between appointments
• Manage client touch marketing and continuously update spreadsheet
• Assist with the mailing of client reports and updates
• Help plan and attend client events and seminars
• Assist with ongoing marketing efforts
• Track Client Referrals
• Perform additional duties and responsibilities as required by management

• M-F 9am-5pm
• $50,000/year
• Medical Insurance
• Vision Insurance
• Short-Term Disability
• Long-Term Disability
• Basic Life Insurance
• 401(k)
• PTO

Presented by Advisor Employee Services Thank you for your interest in the Client Relations Administrator role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website () and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors.

If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Associate

Full-time

Administrative, Customer Service, and Finance

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