RUNESTAD FINANCIAL SERVICES, LTD.
Client Services Administrator
RUNESTAD FINANCIAL SERVICES, LTD., Leo, South Carolina, United States
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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!
Job Description 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.
Key Skills 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
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 Salary: $40,000 - $70,000/year BOE
Employment Details Seniority level: Associate Employment type: Full-time Job function: Administrative Location: Leo, IN
Referrals increase your chances of interviewing at RUNESTAD FINANCIAL SERVICES, LTD. by 2x
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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!
Job Description 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.
Key Skills 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
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 Salary: $40,000 - $70,000/year BOE
Employment Details Seniority level: Associate Employment type: Full-time Job function: Administrative Location: Leo, IN
Referrals increase your chances of interviewing at RUNESTAD FINANCIAL SERVICES, LTD. by 2x
#J-18808-Ljbffr