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