Beacon Capital Management, LLC · 1 day ago
Client Services Administrator
Franklin, TN
Full-time
Onsite
Entry Level
$50K/yr - $55K/yr
2+ years expBeacon Capital Management is a fast-paced and growing financial firm seeking to add a Client Service Administrator to their team. The role involves working with Financial Advisors to onboard new clients and service existing ones, ensuring superior client service and administrative support.
FinanceFinancial ServicesHealth CareWealth Management
Responsibilities
Receive incoming client service calls in a friendly manner
Complete each service request and resolve client issues
Complete and process all applications for business submitted by Advisor
Prepare client review summary for upcoming appointments
Maintain professional communication with clients and staff
Assist with client updates, reports, and mailings
Assist in setting client appointments
Work independently with Financial Advisor(s) and help other CSA’s as needed
Qualification
Required
Financial Industry experience required
Experience with MS Office Suite and the ability to learn new software quickly
CRM experience
Strong organizational skills
Excellent communication; written and verbal
Attention to detail and accuracy
Proactive management style and consistent follow-through
Preferred
Associate degree preferred
2+ years working alongside a Financial Advisor in a fast-paced office environment preferred
Benefits
Health Insurance
PTO
401K Match
Company
Beacon Capital Management, LLC
Full-service investment firm dedicated to working with individuals, couples, and families to cover all their retirement needs including wealth management, tax planning, healthcare planning, and estate planning.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Ben Christy
Chief Operations Officer
Jaimie Palmer
Chief Compliance Officer
Company data provided by crunchbase