![How to Use GA4 to Track Social Media Traffic: 6 Questions, Answers and Insights [VIDEO]](https://www.orbitmedia.com/wp-content/uploads/2023/06/ab-testing.png)
![How Human Behavior Impacts Your Marketing Strategy [Video]](https://contentmarketinginstitute.com/wp-content/uploads/2025/03/human-behavior-impacts-marketing-strategy-cover-600x330.png?#)
![How to Make a Content Calendar You’ll Actually Use [Templates Included]](https://marketinginsidergroup.com/wp-content/uploads/2022/06/content-calendar-templates-2025-300x169.jpg?#)
![Building A Digital PR Strategy: 10 Essential Steps for Beginners [With Examples]](https://buzzsumo.com/wp-content/uploads/2023/09/Building-A-Digital-PR-Strategy-10-Essential-Steps-for-Beginners-With-Examples-bblog-masthead.jpg)
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
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