Client Service Administrator - Financial Firm - Leo

Client Service Administrator - Financial Firm - Leo, IN

Join to apply for the Client Service Administrator - Financial Firm - Leo, IN role at Advisor Talent Solutions.

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!

Our growing financial service firm,
Runestad Financial Services
, in Leo, IN is seeking to add a Client Service Administrator to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long‑term and contribute to the growth of our business.

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
• Excellent communication; written and verbal
• 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

• $40,000-$70,000 BOE

• Health Insurance
• 401 K
• PTO

• Monday - Friday: 8:00 am - 5:00 pm

Presented by Advisor Employee Services Thank you for your interest in the Client Service Administrator role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided  We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors.

If you feel that you have the skills it takes for the position responsibilities listed, please apply today.

• Entry level

• Full-time

• Other

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