Client Service Administrator — Growth in Finance

Professional Financial Management; Appleton (WI); On-site; USD 25,000 - 36,000; Full time

Benefits offered by this job

401(k)

401(k) 4% Match

401(k) matching

Employee discount

Flexible schedule

Happy hour

Life insurance

Paid time off

Paid training

Professional development assistance

Retirement plan

Tuition reimbursement

Job summary

Professional Financial Management is seeking a Client Service Administrator in Appleton, WI for a full-time, in-person role. You will support administrative and client service tasks, greet clients, manage calls and mail, and assist with financial account paperwork with Schwab.

Qualified candidates have a high school diploma and experience with Microsoft Office. The position offers growth opportunities and benefits including a 401(k) plan and profit sharing.

Qualifications

• High school diploma or equivalent.
• Experience with Microsoft Office tools.

Responsibilities

• Greet clients and visitors in a friendly and professional manner.
• Answer and route phone calls.
• Process incoming and outgoing mail.
• Maintain office supplies and inventory.
• Scan documents and maintain files.
• Update client relations management database.
• Review correspondence for grammar and clarity.
• Assist with various projects as needed.
• Light office cleaning.
• Prepare and process Schwab paperwork for new and existing investment accounts.
• Coordinate with Schwab to service client accounts.

Skills

Microsoft Office

Education

High school diploma

Tools

Schwab paperwork

Job description

Professional Financial Management is seeking a Client Service Administrator in Appleton, WI for a full-time, in-person role. You will support administrative and client service tasks, greet clients, manage calls and mail, and assist with financial account paperwork with Schwab.

Qualified candidates have a high school diploma and experience with Microsoft Office. The position offers growth opportunities and benefits including a 401(k) plan and profit sharing.