Client Services & Financial Ops Specialist

Everence Financial; Berne (IN); On-site; USD 35,000 - 45,000; Full time

Job summary

Everence Financial is seeking an administrative support professional to back the sales office, providing clerical, CRM, and client service support. You will gain product knowledge, prepare materials for appointments, and ensure compliance with procedures while handling mailings and document processing.

The role involves scheduling, answering phones, and maintaining client files, with opportunities to assist across a variety of office tasks and projects.

Qualifications

• Two years of college or specialized training.
• Prior experience in financial services or the insurance industry preferred.
• Minimum two years of administrative support experience; proficient in Microsoft Office.
• Aptitude to learn PC-based software programs.

Responsibilities

• Become proficient in using the Everence CRM to manage client data and office processes.
• Acquire knowledge of Everence investment and insurance products and processing workflows.
• Prepare investment reviews.
• Attend scheduled team meetings and conference calls.
• Handle various clerical tasks such as forms, mailings, filing, scanning, and correspondence.
• Manage office details: expenses, mail, supplies, shredding, and client meeting refreshments.
• Respond to customer inquiries about products and services.
• Process and forward applications to appropriate departments and companies.
• Maintain forms, investment materials, and compliance records.
• Set up and maintain client files in CRM and scanning systems.

Skills

Customer service

Phone skills

Organizational skills

Attention to detail

Discretion/confidentiality

Communication skills

Problem solving

Multitasking

Diplomacy

Team collaboration

Education

Two years of college or specialized training

Tools

CRM (Everence client database)

Microsoft Office

OnBase scanning system

LaserApp

DocuPace

Job description

Everence Financial is seeking an administrative support professional to back the sales office, providing clerical, CRM, and client service support. You will gain product knowledge, prepare materials for appointments, and ensure compliance with procedures while handling mailings and document processing.

The role involves scheduling, answering phones, and maintaining client files, with opportunities to assist across a variety of office tasks and projects.