Overview

Client Service Administrator
KDI Wealth Management is a culture-based, growing financial firm in Scottsdale, Payson and
Flagstaff, AZ. We have a fun, family-oriented team that focuses on loving people and doing the
right thing. We work hard, learn from our mistakes and always look for opportunities for
growth. We are currently looking for a Client Service Administrator in our Flagstaff location.
This person would exhibit a desire to help people, a high level of integrity and a desire to grow
through consistent learning and licensing opportunities. If this sounds like the company and
position for you, send us your resume!
Summary of Responsibilities
This position involves providing support to advisors and team members, successfully completing
client requests through exemplary service and communication. Maintaining and evolving
company operations through solution-oriented leadership. Completing administrative tasks in a
timely manner within the company with consistent accuracy.

Principal Responsibilities
 Utilize excellent customer service skills to build client relationships
 Anticipate advisor needs and handle them proactively
 Complete paperwork accurately and submit for processing
 Electronically file client statements, correspondence, and agreements
 Answer phone and handle client service requests
 Draft letters and correspondence, as directed by the advisor
 Prepare and send outgoing mail
 Sort and disperse incoming mail
 Meet with clients to complete paperwork
 Generate reports, as directed by the advisor
 Track and order supplies
 Manage the advisors’ calendars and schedule meetings
 Engage in team building exercises and sessions
 Follow up on outstanding transactions with Commonwealth and vendor companies

Required Knowledge/Skills/Competencies
 High attention to detail
 Demonstrate ability to work in a fast-paced environment
 Superior organizational skills
 Exemplary communication skills
 Sufficient patience to do repetitive work
 Proficiency in Microsoft Office technology
 Willingness and capability to adapt to change
 Ability to think quickly
 Work independently
 Foresee obstacles or issues with solution-based mindset
 Proactively relate client issues to the advisor when necessary
 Identify and solve problems
 Ability to ensure quality and accuracy
 Effectively prioritize workload and meet deadlines
 Ability to interact/communicate with people across all levels of the business

Preferred Knowledge/Skills/Competencies
 FINRA Series 6 or FINRA Series 7 registration or willingness to pursue
 FINRA Series 63 registration or willingness to pursue
 Five years’ experience in an administrative role or three years’ experience in financial
services, a plus but not necessary
 Fingerprinting and Background Check Required