Overview
Client Service Administrator – Financial Firm Jobs in Fort Wayne, Indiana, USA at Advisor Employee Services
Position: Client Service Administrator – Financial Firm – Fort Wayne, IN
Join to apply for the Client Service Administrator – Financial Firm – Fort Wayne, IN role at Advisor Employee Services.
Our growing financial service firm, Runestad Financial Services, in Fort Wayne, IN, is seeking to add a Client Service Administrator to our team! The ideal candidate will have a desire to work in the financial industry long-term and contribute to our business growth.
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. This includes updating client account summaries for review meetings, preparing the main advisor for meetings, and preparing issued accounts for delivery.
Key Skills:
Strong organizational skills
Excellent written and verbal communication
Attention to detail and accuracy
Proactive management style with consistent follow-through
Minimum Requirements:
Bachelor’s Degree preferred
2+ years working alongside a Financial Advisor in a fast-paced office environment (preferred)
Experience with MS Office Suite and ability to learn new software quickly
CRM experience
Responsibilities:
This role requires consistent follow-through, building relationships with prospects and clients, and helping prepare the Advisor for client appointments. Daily, weekly, and monthly tasks include:
Receiving incoming client service calls
Completing service requests and resolving issues
Updating notes in CRM
Coordinating client transfers
Reviewing applications prior to submission
Preparing client review summaries
Maintaining professional communication
Assisting with client updates, reports, and mailings
Setting client appointments
Salary:
$40,000 – $70,000 BOE
Benefits:
Health Insurance
401 K
PTO
Hours:
Monday – Friday: 8:00 am – 5:00 pm
Presented by Advisor Employee Services
Thank you for your interest. We represent top financial advisors nationwide and are committed to matching skilled candidates with the right roles. Please explore our website at  and apply if you meet the qualifications.
Additional Details:
Seniority level:
Entry level
Employment type:
Full-time
Job function:
Other
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Title: Client Service Administrator – Financial Firm
Company: Advisor Employee Services
Location: Fort Wayne, Indiana, USA
Category: Administrative/Clerical (Office Administrator/ Coordinator), Finance & Banking (Office Administrator/ Coordinator)
