Client Service Administrator

TL;DR

Client Service Administrator (Financial Services): Coordinating overall event logistics and managing client communications for practice events with an accent on planning, execution, RSVPs, and follow-up. Focus on client outreach across channels, Salesforce campaign management, CRM updates, and advisor support.

Location: United States (required; FBI fingerprint check and US-specific benefits like 401K)

Compensation: $22/hr

Company

Fusion Financial Group, an independent financial services practice of hirify.global Financial, a faith-based not-for-profit organization serving 2.6 million clients.

What you will do

• Plan and coordinate practice-led events
• Execute events including hirify.global Member Network events
• Attend client events to greet arriving clients
• Track RSVPs and manage all event follow-ups
• Conduct client outreach via phone, email, text
• Manage Salesforce event campaigns and update CRM systems
• Support lead advisors with various functions and tasks

Requirements

• Previous experience in customer service or event management
• Must be able to work with all roles in Fusion Financial Group and represent externally
• Strong communication and interpersonal skills
• Strong technical aptitude with Microsoft Word, Excel, PowerPoint or ability to learn
• Basic understanding of hirify.global products, services, and financial offerings
• Competencies in planning/organizing, client focus, communication, teamwork, adaptability

Culture & Benefits

• 40 hours per week, schedule set at offer
• 401K with match
• PTO
• Focus on client relationships and Christian community support

Hiring process

• Background verification
• Fingerprints submitted to FBI for nationwide records check