Client Service Administrator - Financial Firm - Fort Wayne, IN

Aesplacement; Kansas; On-site; USD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a Client Service Administrator to enhance client relationships and provide exceptional administrative support. This role involves managing client service requests, preparing for advisor meetings, and ensuring a smooth client experience. If you thrive in a fast-paced financial environment and are passionate about delivering superior service, this is an exciting opportunity to contribute to a growing firm. Join a team that values proactive management and attention to detail, and take the next step in your career with a company committed to your professional development.

Benefits

Health Insurance

401 K

PTO

Qualifications

• 2+ years working alongside a Financial Advisor in a fast-paced office environment.
• Strong organizational skills and attention to detail are essential.

Responsibilities

• Service existing client base with all service requests and resolve issues.
• Prepare client review summaries and assist with appointment scheduling.

Skills

Organizational Skills

Attention to Detail

Proactive Management

Client Service Skills

MS Office Suite

CRM Experience

Education

Bachelor’s Degree

Tools

CRM Software

MS Office Suite

Job description

Location: Fort Wayne, IN

Job Id: 3695

# of Openings: 1

Client Service Administrator

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 growing financial service firm, Runestad Financial Services, in Fort Wayne, 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.

Key Skills:

• Strong organizational skills
• Attention to detail and accuracy
• Proactive management style and consistent follow-through
• 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

Compensation: $40,000-$70,000 BOE

Benefits:

• Health Insurance
• 401 K
• PTO

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.