Client Services Administrator

A company is looking for a Client Services Administrator focused on application processing and client support. Key Responsibilities Prepare and complete applications for client accounts and policies Research and fulfill requirements for financial transactions and client inquiries Assist Financial Advisors with client meetings and ensure compliance with internal procedures Required Qualifications Associate's or Bachelor's degree in business, finance, insurance, accounting, information technology, or related field preferred 1-2 years of experience in banking, life insurance, annuities, investments, or financial services preferred Preferred experience with CRM systems, such as Salesforce Knowledge of financial transactions and basic accounting concepts preferred Strong technical aptitude with general business tools, including Microsoft Teams and Excel

Mar 3, 2025 - 21:55

A company is looking for a Client Services Administrator focused on application processing and client support. Key Responsibilities Prepare and complete applications for client accounts and policies Research and fulfill requirements for financial transactions and client inquiries Assist Financial Advisors with client meetings and ensure compliance with internal procedures Required Qualifications Associate's or Bachelor's degree in business, finance, insurance, accounting, information technology, or related field preferred 1-2 years of experience in banking, life insurance, annuities, investments, or financial services preferred Preferred experience with CRM systems, such as Salesforce Knowledge of financial transactions and basic accounting concepts preferred Strong technical aptitude with general business tools, including Microsoft Teams and Excel