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Client Service Administrator

North Liberty, IA

Job Information:

Hawkins Wealth Management, a growing wealth management firm, is seeking a Client Service Administrator to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organization!

Our mission at Hawkins Wealth Management is to have close relationships with our clients, helping them realize their hopes and dreams is truly what makes life better…for all of us. If you have a relentless, burning desire to succeed and share our vision, then we would love to hear from you!

Description  
The Client Service Administrator is a highly experienced support employee responsible for paperwork, client reports, maintaining contact with clients to provide or obtain updated information, scheduling meetings with preferred staff and troubleshooting problems. This position has a large role in the day-to-day operational duties of the firm, ensuring the office runs smoothly.

Responsibilities & Activities
  • Deliver superior client service – proactively communicate with client’s service requests, troubleshoot problems, answer incoming client calls professionally, friendly and hospitable guest reception
  • Assist with the setup of on-site and virtual client meetings, including preparing the meeting agenda and relevant material
  • Execute special projects and problem solve issues for advisors and clients, i.e. cash management options, technology integrations & paperless initiatives
  • Account administration for new and existing business including account openings, beneficiary updates, address changes, etc.
  • Develops and maintains written systems of all their activities and assist with operational enhancements within the team
  • Chief support for Lead Advisor – provide administrative support by maintaining calendar, assisting with marketing plan, goal planning and tracking, etc.
  • Develops and maintains written systems of all their activities
  • Writes down 6 Most Important and prioritizes them each day before leaving office
  • Demonstrates core skills required for all HWM employees
  • Remains current on industry through reading & conference attendance

Knowledge, Skills & Abilities
  • Superior organizational skills with strong attention-to-detail
  • Excellent interpersonal, verbal and written communication skills
  • Self-starter with a proven ability to take initiative
  • Team-oriented with strong integrity and professionalism
  • Exceptional analytical and critical thinking
  • Ability to handle multiple tasks and operate in tight deadlines
  • A genuine interest in serving and caring for other people
  • Minimum 3 years relevant experience in financial industry
  • Series 65 helpful

Compensation & Benefits
  • Total compensation package includes;
  • Competitive salary
  • 401(k) with company match and profit-share potential
  • Medical, Dental, Vision, Short-term Disability & Long-Term Disability insurances available
  • PTO & paid holidays 
Hawkins Wealth Management is an Equal Opportunity Employer. We offer a great working environment in a beautiful and professional office location. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational and focused on improving our client’s lives.
For more information about our company, please visit our website www.hawkinswealth.com

Application Instructions:

If you’re interested in this opportunity, please send your resume and letter of interest to Nicole Parsons, Operations Manager, at nicolep@hawkinswealth.com. Given the high demand for this position, we’re only able to contact the most qualified candidates.

Applying for:

Client Service Administrator

Hawkins Wealth Management

(.DOC, .DOCX, .PDF, .RTF, .TXT, .ODT, .PAGES, .WPS up to 2MB)

Posted 01/29/18

Job ID: 34810236