Client Services Administrator

RUNESTAD FINANCIAL SERVICES, LTD.; Leo (SC); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Health Insurance

401 K

PTO

Job summary

Runestad Financial Services, Ltd. in Leo, IN is seeking a Client Service Administrator to service the existing client base with service requests, including beneficiary changes, and to prepare for advisor review meetings.

The role requires 2+ years of experience with a Financial Advisor in a fast-paced office, strong organizational skills, proficiency in MS Office and CRM, and a bachelor’s degree preferred. This full-time position offers health insurance, a 401(k), and PTO.

Qualifications

• 2+ years working with a Financial Advisor in a fast-paced office environment.
• Bachelor’s Degree preferred.
• Experience with MS Office Suite and CRM.
• Strong organizational skills with attention to detail.
• Ability to learn new software quickly.

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

Skills

Strong organizational skills

Attention to detail

CRM experience

MS Office Suite

Ability to learn new software quickly

Education

Bachelor’s Degree preferred

Tools

CRM software

Job description

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.

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

$40,000-$70,000 BOE

• Health Insurance
• 401 K
• PTO