Client Services Administrator - Leo, IN

Advisor Talent Solutions; Leo (SC); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Health insurance

401(k)

PTO

Job summary

Advisor Talent Solutions, based in Leo, IN, is looking for a Client Service Administrator to support existing clients with service requests and enhance relationships through effective communication. Ideal candidates should possess strong organizational skills, a Bachelor’s Degree, and at least 2 years of financial office experience. This role offers a competitive salary ranging from $40,000 to $70,000, along with benefits including health insurance and a 401(k).

Qualifications

• At least 2 years working alongside a financial advisor in a fast-paced office environment.
• Experience with MS Office Suite and ability to learn new software quickly.

Responsibilities

• Consistent follow-through on all efforts, building relationships with prospects and clients.
• Receive incoming client service calls in a friendly manner.
• Complete service requests and resolve client issues.
• Input notes into CRM and keep it updated.
• Coordinate and follow up on each client transfer.
• Prepare client review summaries for upcoming appointments.

Skills

Strong organizational skills

Excellent written and verbal communication

Attention to detail and accuracy

Proactive management style

Education

Bachelor’s Degree preferred

Tools

MS Office Suite

CRM experience

Job description

Client Service Administrator

Runestad Financial Services, located in Leo, IN, is seeking a Client Service Administrator to join our growing financial service firm. The ideal candidate will have a 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 and withdrawals, handling incoming client service calls, managing the database, and preparing client appointments. Responsibilities include updating client account summaries for review meetings, preparing the main advisor for these meetings, and preparing issued accounts for delivery.

Key Skills

• Strong organizational skills
• Excellent written and verbal communication
• Attention to detail and accuracy
• Proactive management style with consistent follow‑through

Minimum Requirements

• Bachelor’s Degree preferred
• At least 2 years working alongside a financial advisor in a fast‑paced office environment
• Experience with MS Office Suite and ability to learn new software quickly
• CRM experience

Responsibilities

• Consistent follow‑through on all efforts, building relationships with prospects and clients, and assisting the advisor with client appointments.
• Receive incoming client service calls in a friendly manner.
• Complete service requests and resolve client issues.
• Input notes into CRM and keep it updated.
• Coordinate and follow up on each client transfer.
• Review applications prior to submission.
• Prepare client review summaries for upcoming appointments.
• Maintain professional communication with clients and staff.
• Assist with client updates, reports, and mailings.
• Help set client appointments.

Salary

$40,000-$70,000 BOE

Benefits

• Health insurance
• 401(k)
• PTO

Hours

Monday – Friday: 8:00 a.m. – 5:00 p.m.