Client Services Administrator

Join to apply for the Client Services Administrator role at RUNESTAD FINANCIAL SERVICES, LTD.

Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you!

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.

• 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

• 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
• Salary: $40,000 - $70,000/year BOE

• Seniority level:
  Associate
• Employment type:
  
  Full-time
• Job function:
  Administrative
• Location:
  
  Leo, IN

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