Client Service Administrator

Phillips Financial is a successful financial services firm located in Fort Wayne, Indiana, offering comprehensive financial planning and wealth management. We are seeking a full-time Client Service Administrator (CSA) to join our Individual Wealth Management division. The CSA plays a critical role within the firm, working with advisors to onboard new clients, service existing client accounts and requests, and provide an excellent overall client service experience (in person, phone, and email).

Candidates must be professional, have excellent communication skills, be detail-oriented, be able to prioritize multiple tasks and projects, be a team player but with the ability to work independently, and be constantly striving for excellence.

Supporting our client service department and advisor team, including working directly with advisors and clients to process requests, such as completing brokerage and insurance forms.

• Brokerage account set-up
• Client onboarding
• Brokerage account servicing (e.g., name/address/beneficiary changes, misc. forms)
• Coordinating new insurance policies and the maintenance of those policies

• Commitment to exceptional Client Service
• Excellent Organization Skills and Attention to Detail
• Communication Skills, written and verbal
• Team-oriented, with a servant attitude
• Resourcefulness and Problem-Solving
• Proficient with technology, MS Office, Salesforce experience a plus
• Professional appearance and demeanor

• Compensation will be based on the experience level and skills of the candidate and includes salary and a bonus based on both individual and firm performance
• Generous benefit package that includes health, disability, and life insurance, 401(k) contribution, HSA contribution, 15 days of PTO, and 14 paid holidays