CLIENT SERVICE ADMINISTRATOR

WHY JOIN OUR TEAM?

The Teacher Benefit Strategies team is a diverse group of fun, supportive team-members who strive to help each other achieve a healthy work-life balance. If you are looking for a long-term, sustainable career in a healthy, vibrant workplace, we are an ideal fit.

TBS is a financial services company that passionately serves approximately 400 families in Lancaster and surrounding counties, brought to us mostly through trusted client referrals. We’ve found success through maintaining the fine balance of serving our existing clients and carefully taking on new clients who meet our expectations and requirements. As such, we have been recognized as one of the fastest growing firms in the nation.

We work with and serve a niche market of professionals in our community – public educators. We understand that our clients are the reason for our firm’s success, and we are looking for a candidate who embodies the mindset of being of service to our clients and other team members. Hiring the right team members who share our culture is integral to this mission.

No cold-calling will be required as our firm generates its revenue through servicing existing clients through a fee-based fiduciary relationship. Financial planning and investment management are the main drivers of our business model, and these services are delivered to clients through our financial advisors. The client services administrator role is a supportive role that assists financial advisors in the preparation and follow-through of client meetings and spontaneous client service needs as they arise.

TBS offers a competitive compensation and benefits package for an above-average candidate with experience. The Client Services Administrator position requires the individual to be in the office full-time.

KEY RESPONSIBILITIES

The Client Service Administrator will assist in daily operational tasks for clients and the firm. These responsibilities may include but are not limited to:

· Identifying/generating/processing account forms for new and existing clients.

· Creating and organizing client files.

· Updating client account information across multiple platforms

· Facilitating transfers & rollovers of employer plans to IRA’s.

· Mailing and tracking of pertinent documents to and from clients to ensure timely completion. Must be comfortable using electronic delivery.

· Creating, updating and monitoring spreadsheets related to account funding, withdrawals and asset movement.

· Document uploading and investment account creation through broker-dealer software.

· Acquiring necessary external forms to facilitate client transactions.

· Assisting with account housekeeping and record keeping.

· Coordinating phone calls between operations team, client, and outside firms as needed for updates on transfers, withdrawals, and other money movement.

· Answer phones and communicate as necessary with the client to keep things on track.

· Document preparation for client meetings

· Managing client online access

· Receiving and processing client contributions

· Tracking and facilitation of Required Minimum Distributions, account transfers, and other asset movements.

· Track dollar cost averaging investment schedule for investors

· Assist with compliance logging with model portfolios and other documentation as needed.

· Receive distribution request and help facilitate withdrawals from accounts

TBS is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.