Remote Client Services Specialist (Financial & Compliance)

Everence Financial; North Newton (KS); Remote; USD 38,000 - 52,000; Full time

Job summary

Everence Financial is seeking an Administrative Assistant to support the sales office and financial consultants. You will manage client data in CRM, learn insurance and investment products, prepare reviews, and handle routine office tasks.

The role emphasizes strong customer service, organization, and discretion while coordinating with consultants and staff to ensure accurate processing and timely communication with clients.

Qualifications

• Prior experience in financial services or insurance preferred.
• At least two years of administrative support experience.
• Proficiency in Microsoft Office.
• Ability to learn PC-based software quickly.

Responsibilities

• Become proficient in using the Everence client database system (CRM) to manage client data and office processes.
• Prepare investment reviews and maintain knowledge of investment and insurance products.
• Manage expenses, mail, supplies, and client communications; schedule appointments and answer phones.
• Prepare applications and service requests with automated forms (LaserApp, DocuPace).
• Monitor account activity and respond to client inquiries; provide updates to consultants.

Skills

Customer service

Communication skills

Organizational skills

Attention to detail

Discretion/confidentiality

Multi-tasking

Education

Two years of college or specialized training

Tools

CRM software

Microsoft Office

LaserApp

DocuPace

OnBase

Job description

Everence Financial is seeking an Administrative Assistant to support the sales office and financial consultants. You will manage client data in CRM, learn insurance and investment products, prepare reviews, and handle routine office tasks.

The role emphasizes strong customer service, organization, and discretion while coordinating with consultants and staff to ensure accurate processing and timely communication with clients.