Transcend PM · 3 weeks ago
Senior Client Service Administrator
Oak Brook, IL, United States
Full-time
Hybrid
Mid, Senior Level
$85K/yr - $95K/yr
5+ years expTranscend PM is a firm dedicated to providing premium, personalized experiences to clients. They are seeking a Senior Client Service Administrator to engage in strategic thinking, manage tasks, and coordinate client meetings while fostering a collaborative and innovative work culture.
Responsibilities
Strategic Thinking: Engage in proactive and critical thinking to enhance our operations
Efficient Task Management: Screen, organize, and manage tasks, focusing the advisor’s attention where it's most needed
Client Meeting Coordination: Stay updated on client meetings, advisor priorities, and project timelines
Calendar Management: Coordinate the advisor’s schedule, ensuring efficient time management
Qualification
Required
Minimum 5+ years in the financial services industry
Minimum 3-5 years in a client-facing role
Outstanding communication and relationship management skills
Proficiency in Microsoft Office Suite
Strong self-starter
Strong time management and prioritization skills
Adaptability in a fast-paced environment
Rapid learning ability, particularly with adoption of technology tools
Demonstrated job stability and career progression
Preferred
College experience is preferred but not required
Company
Transcend PM
You are not only a financial advisor--you are an entrepreneur and a business owner.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Maria Considine King, MBA, CPC
President, Founder
Company data provided by crunchbase