Client Service Administrator - Fort Wayne, IN

Advisor Talent Solutions • Fort Wayne, IN

8d • $40,000 - $70,000

About The Position

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.

Requirements

• Strong organizational skills
• Excellent communication; written and verbal
• Attention to detail and accuracy
• Proactive management style and consistent follow-through
• Experience with MS Office Suite and the ability to learn new software quickly
• CRM experience

Nice To Haves

• Bachelor’s Degree preferred
• 2+ years working alongside a Financial Advisor in a fast-paced office environment, preferred

Responsibilities

• 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

Benefits

• Health Insurance
• 401 K
• PTO

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level