Client Service Administrator -Advisor​/Communications

Client Service Administrator
-Advisor/Communications

• Contract

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The National Investor Center provides brokerage servicing and financial advisory assistance for Client Personal Wealth Management clients that do not have a locally based Client Financial Advisor. The client base is International.

Work closely with NIC teams and internal departments to provide support through various systems and applications as well as process paperwork in a virtual branch environment. Work with clients to resolve issues encountered during service request processing. Work on projects and/or remediation efforts outlined by the company.

• Process & follow up on service requests to ensure completion in a timely manner.
• Set appropriate timeline expectations for requests and follow up within that time frame.
• Research/resolve problems with both internal/external clients in accurate/timely manner.
• Ability to handle a high volume of requests in a fast paced environment.
• Provide world class customer service to both internal and external clients in all interactions.
• Participate in projects and/or remediation efforts as needed including pilot programs.
• Work with Representatives, Management, and Middle Office Operations as needed.
• Other duties as assigned.

• College preferred or equivalent experience.
• Basic clerical and administrative skills.
• Effective written and verbal communication skills.
• Excellent interpersonal and client service skills.
• Organizational skills, attention to detail and excellent follow up skills.
• Ability to research/resolve problems and service inquiries and elevate when appropriate.
• Strong computer skills, Microsoft Office (Excel, PowerPoint, Word), Salesforce a plus.
• Be self-motivated and able to work in a strong team and high activity environment.

• College degree preferred or equivalent work experience.
• Minimum of 1 year Investment Industry experience.

This Job is with one of my banking Client.