Client Services Administrator - Leo IN

Advisor Talent Solutions; Leo; Sur place; INR 3 876 000 - 6 783 000; Plein temps

Avantages offerts par ce poste

Health Insurance

401 K

PTO

Résumé du poste

Advisor Talent Solutions, on behalf of Runestad Financial Services in Leo, IN, seeks a Client Service Administrator to support daily client service requests, maintain CRM notes, and prepare client materials for advisor reviews.

The role emphasizes relationship-building, accuracy, and proactive task management in a fast-paced financial office environment. Monday–Friday hours apply with standard employment benefits.

Qualifications

• 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.

Responsabilités

• Receive incoming client service calls in a friendly manner and resolve issues.
• Complete each service request and update client records in CRM.
• Input notes into CRM and keep client account summaries current.
• Coordinate and follow up on client transfers and prepare advisor for appointments.
• Review applications prior to submission and prepare client review summaries.
• Assist with client updates, reports, and mailings and help set client appointments.

Connaissances

Strong organizational skills

Excellent communication

Attention to detail

Proactive management

Formation

Bachelor’s Degree preferred

Outils

MS Office Suite

CRM experience

Description du poste

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, inLeo, INis 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

Requirements: