Client Service Representative - Evansville, WI

Advisor Talent Solutions • Evansville, WI

2d • $40,000 - $80,000 • Onsite

About The Position

Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you! Our busy financial planning firm located in Evansville, WI is seeking to add a Client Service Representative 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.

Requirements

• 2+ years working alongside a Financial Advisor in a fast-paced office environment
• Life and Health required or willingness to obtain within 90 days of start date
• Experience with MS Office Suite and the ability to learn new software quickly
• CRM experience required
• Strong organizational skills
• Excellent communication; both written and verbal
• Attention to detail and accuracy
• Proactive management style and consistent follow-through

Nice To Haves

• Associates Degree
• Financial industry experience strongly preferred

Responsibilities

• Complete each service request and resolve client issues
• Input notes into CRM and keep updated
• Complete and process new client applications
• Maintain database programs
• Respond to client inquiries as needed
• Opening, closing, and transferring of accounts
• Generate and provide various reports to Advisor
• Process transactions
• Follow-up on pending business with companies and clients
• Assist Advisor with pre-appointment preparation
• Resolve any issues regarding new accounts
• Function as a phone back-up to offer office personnel for phone coverage
• Help to keep database up to date and accurate

Benefits

• Health insurance (company paid)
• Dental/Vision insurance
• 401K
• Unlimited PTO
• Profit Sharing
• Free Lunches
• All-expense paid team trip for you and plus one!
• Advancement opportunities
• Community Involvement

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree