Client Service Administrator -Advisor / Communications
At a glance
Mid-level Communications role at Mindlance. San Antonio · contract · no salary stated · we estimate $63,000–$102,000.
Mindlance has not published a salary for this role. The figure below is our estimate, not theirs.
Growth Roles summary, based on the employer's posting.
What you'll do
- You’ll process service requests and track them through completion within promised timelines
- You’ll investigate client problems and service inquiries, resolving them or escalating when needed
- You’ll support NIC teams and internal departments through systems, applications, and paperwork
- You’ll contribute to company projects, remediation work, and pilot programs
- You’ll coordinate with Representatives, Management, and Middle Office Operations as needed
What you bring
- You have at least one year of investment industry experience
- You have basic clerical and administrative skills
- You communicate effectively in writing and conversation while providing strong client service
- You can research and resolve service issues, escalating appropriately
- You have strong computer skills, including Microsoft Office; Salesforce is a plus
Who this fits
This onsite contractor role is based in San Antonio and serves an international client base. You’ll work in a team-oriented, high-activity environment supporting internal and external clients.
From the employer
Mindlance is a national recruiting company which partners with many of the leading employers across the country. Feel free to check us out at http://www.mindlance.com.
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.
Position Summary:
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.
Job Responsibilities:
• 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.
Qualifications:
• 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 escalate 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.
Preferred Experience:
• College degree preferred or equivalent work experience.
• Minimum of 1 year Investment Industry experience.
This Job is with one of my banking Client.
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