Slagle Financial · 2 weeks ago
Client Relations Administrator
Bonita Springs, FL
Full-time
Onsite
New Grad, Entry Level
$50K/yr - $50K/yrSlagle Financial is a fast-paced financial firm seeking a self-starter, customer service-oriented individual for the Client Relations Administrator role. The ideal candidate will provide exceptional client experiences and assist with day-to-day operations in the administrative office.
AdviceFinancial ServicesInsurance
Responsibilities
Answer phones in a friendly, warm manner
Manage our Client Database
Schedule appointments and manage advisor calendars
Maintain client relationships and welcome clients into the office
Follow-up with clients and prospects between appointments
Manage client touch marketing and continuously update spreadsheet
Assist with the mailing of client reports and updates
Help plan and attend client events and seminars
Assist with ongoing marketing efforts
Track Client Referrals
Perform additional duties and responsibilities as required by management
Qualification
Required
Proficient phone skills
Command of the English language and use of proper grammar
Experience working in a fast-paced environment
Ability to prioritize projects and manage time
Attention to detail
Working knowledge of computers and software
Ability to multi-task
Strong organizational skills and attention to detail
Flexibility
Ability to motivate prospects to set appointments
Ability to demonstrate persistence to achieve quality
Excellent communication skills – both verbal and written
Self-directed initiative
Process driven
Strong follow-through
Customer service oriented
Benefits
Medical Insurance
Dental Insurance
Vision Insurance
Short-Term Disability
Long-Term Disability
Basic Life Insurance
401(k)
PTO
Company
Slagle Financial
Slagle Financial is a finance professionals, insurance and advisory services company.
Founded in 1995
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Chad Slagle
President & Founder
Chad Tobin
Senior Partner & Chief Investment Officer
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