Job Details

Join to apply for the Client Service Administrator role at Century Group.

Century Group is partnering with a client seeking a Client Service Administrator. Exact compensation may vary based on skills, experience, and location, with an expected starting salary of $58,000 to $73,000 per year.

Job Responsibilities

• Cross-train in multiple departments, including operations and marketing, to support various business functions.
• Manage, research, and resolve client service requests independently.
• Assist the marketing team in creating videos and managing email campaigns.
• Handle sensitive and confidential information with discretion.
• Schedule appointments for leads and clients, ensuring timely follow-ups.

Requirements

• Maintain professional phone etiquette when communicating with clients and stakeholders.
• Proficiency in Microsoft Office Suite, including Excel, Word, and Outlook.
• Strong analytical skills to assess client needs and provide solutions.
• Effective communication, both verbally and in writing.
• Manage and update CRM systems like Redtail CRM, eMoney, and Calendly.

Qualifications

• College degree in a related field; financial industry experience preferred.
• Minimum of 3+ years in an office or customer service environment.
• Excellent written and verbal communication skills, with professional business etiquette.
• Ability to work independently and collaboratively.
• Pass a background check, including fingerprinting, prior to employment.