Financial Client Services Specialist

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

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.