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
- Process service requests, set completion expectations, and follow up until each request is closed
- Investigate client issues through resolution, escalating service inquiries when needed
- Support NIC teams and internal departments through business systems and paperwork processing
- Deliver responsive service to internal and external clients in a high-volume setting
- Contribute to projects, remediation work, and pilot programs with representatives and operations teams
What you bring
- College education or equivalent experience, with at least one year in the investment industry preferred
- Basic clerical and administrative capability with strong Microsoft Office skills
- Clear written and spoken communication plus strong interpersonal and client service ability
- Organized, detail-focused follow-up habits and sound problem-solving judgment
- Self-motivation and the ability to work effectively on a busy team
Who this fits
You'll suit a San Antonio, onsite contractor role supporting international Citi Personal Wealth Management clients through a virtual branch environment. The work fits someone comfortable with high request volume, detailed follow-up, client problem solving, and collaboration with representatives, management, and Middle Office Operations.
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 Citi Personal Wealth Management clients that do not have a locally based Citi 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:
• Minimum of 1 year Investment Industry experience.
Thanks & Regards,
Madhumita Paul
732-898-1997
College degree preferred or equivalent work experience.
All your information will be kept confidential according to EEO guidelines.
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