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Client Solutions Administrator Jobs in Indiana (NOW HIRING)

Vergence

SQL Database Administrator

Indianapolis, IN · On-site

$47.75 - $59.75/hr

Develop and manage solutions for load balancing, ensuring database traffic is efficiently ... Manage database security, ensuring data integrity and compliance with company and client policies.

Envista

Systems Administrator

Carmel, IN · On-site

... solutions, and IT managed services, we bring more than 20 years of unmatched domain expertise to ... Monitor the health of client systems, including cloud services, collaboration tools, and endpoints.

enVista

Systems Administrator

Carmel, IN · On-site

... solutions, and IT managed services, we bring more than 20 years of unmatched domain expertise to ... Monitor the health of client systems, including cloud services, collaboration tools, and endpoints.

PinnaclePartners

Salesforce Administrator

Indianapolis, IN · On-site

$85K - $105K/yr

... our client's growing Salesforce ecosystem. This role will play a critical part in managing user ... solutions, and supporting data quality, reporting, and release processes. This is an excellent ...

PinnaclePartners

Systems Administrator

Indianapolis, IN · On-site

$65K - $85K/yr

... networks for multiple solutions at different clients Provide initial set-ups, upgrades ... client sites to support their control system software Patch and upgrade servers Ensure hardware ...

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Client Solutions Administrator information

What does a client solutions administrator do?

A Client Solutions Administrator is responsible for supporting clients by managing their accounts, resolving issues, and ensuring that their needs are met efficiently. They act as a liaison between clients and internal teams, handling inquiries, processing requests, and providing administrative support. Their role often includes maintaining client records, coordinating services, and assisting in the implementation of solutions tailored to client requirements. This position requires strong communication, organizational, and problem-solving skills to ensure a positive client experience.

What skills and qualifications are needed to thrive as a client solutions administrator?

To thrive as a Client Solutions Administrator, you need strong organizational abilities, analytical skills, and a background in business administration or a related field. Familiarity with CRM platforms, project management tools, and proficiency in Microsoft Office Suite are typically required, along with relevant certifications such as Salesforce Administrator. Exceptional communication, problem-solving, and customer service skills help you effectively manage client relationships and address their needs. These skills ensure smooth client operations, enhance satisfaction, and contribute to the overall success of the business.

How does a client solutions administrator typically collaborate with account managers and technical teams?

A Client Solutions Administrator often serves as a key liaison between clients, account managers, and technical teams. They coordinate project requirements, ensure that client requests are clearly communicated to the right internal stakeholders, and help manage timelines and deliverables. This collaboration involves regular meetings, updating shared documentation, and troubleshooting issues as they arise to ensure smooth delivery of services. Strong communication and organizational skills are essential to effectively bridge gaps and maintain client satisfaction.

What cities in Indiana are hiring for Client Solutions Administrator jobs?

Cities in Indiana with the most Client Solutions Administrator job openings:

Client Solutions Administrator jobs near you

Client Services Administrator - Leo, IN

Leo, IN

Advisor Talent Solutions
See more jobs at Advisor Talent Solutionsexternal

$40K - $70K/yr

Full-time

Medical, Retirement, PTO

Re-posted 18 days ago

Job description

Client Service Administrator
Are you looking for an opportunity to utilize superior client service skills and work one-on-one with client’s daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you!
Our growing financial service firm, Runestad Financial Services, in Leo, IN is seeking to add a Client Service Administrator to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.
Job Description:
The purpose of this position is to service the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the main advisor for his/her review meetings, and preparing issued accounts for delivery.
Key Skills:
  • Strong organizational skills
  • Excellent communication; written and verbal
  • Attention to detail and accuracy
  • Proactive management style and consistent follow-through
Minimum Requirements:
  • Bachelor’s Degree preferred
  • 2+ years working alongside a Financial Advisor in a fast-paced office environment, preferred
  • Experience with MS Office Suite and the ability to learn new software quickly
  • CRM experience

Responsibilities:
  • This Client Service Administrator will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments. Other daily, weekly, and monthly tasks may include:
  • Receive incoming client service calls in a friendly manner
  • Complete each service request and resolve client issues
  • Input notes into CRM and keep updated
  • Coordinate and follow up on each client transfer
  • Review application prior to submission
  • 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

Salary:
$40,000-$70,000 BOE

Benefits:
  • Health Insurance
  • 401 K
  • PTO
Hours:
Monday - Friday: 8:00 am - 5:00 pm
Presented by Advisor Employee Services
Thank you for your interest in the Client Service Administrator role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today

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