Client Service Administrator

Apply for the Client Service Administrator role at J. Biance Financial
.

Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? If you enjoy developing long‑term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you!

At J. Biance Financial in Jacksonville, FL
, we are a faith‑based financial firm dedicated to serving individuals with integrity, compassion, and values‑driven guidance. Our mission is to transform lives through exceptional financial services while upholding faith‑inspired principles in all that we do. We believe in using data‑driven strategies to help our clients achieve long‑term financial well‑being.

The purpose of the Client Service Administrator is to support the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation. This includes updating client account summaries for their review meetings, preparing the main advisor for their review meetings, and preparing issued accounts for delivery.

• Strong organizational skills
• Attention to detail and accuracy
• Proactive management style and consistent follow‑through
• Associate’s Degree preferred
• Financial industry experience required
• 2+ years working alongside a Financial Advisor in a fast‑paced office environment preferred
• Experience with MS Office Suite and the ability to learn new software quickly
• Redtail CRM experience preferred
• Familiarity with the Fidelity Platform is a plus!

• Receive incoming client service calls in a friendly manner
• Complete each service request and resolve client issues
• Proactively prepare and follow up after Advisor/Client meetings
• Complete and process all applications for business submitted by Advisor
• Maintain accurate and timely recurring Redtail activities
• Prepare client review summary for upcoming appointments
• Maintain professional communication with clients and staff
• Assist with client updates, reports, and mailings
• Assist in setting client appointments
• Organize and execute Client Appreciation Events
• Health insurance stipend
• 401k
• Dental and vision insurance
• Sick leave
• PTO

• Monday: 8:30 am – 5:00 pm
• Tuesday – Thursday: 8:00 am – 5:00 pm
• Friday: 9:30 am – 4:00 pm
• In‑office

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Associate

Full‑time

Customer Service, Finance, and Administrative

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