Wisconsin Licensed Client Services Administrator

A company is looking for a Licensed Client Services Administrator. Key Responsibilities Prepare and complete applications for client accounts and policies Assist Financial Advisors with compliance requirements and client inquiries Manage and maintain secure client information and documentation Required Qualifications Must be securities registered (series 7 & 66 or 6 & 63) and insurance licensed Bachelor's degree in business, finance, insurance, accounting, or related field preferred 1-2 years of experience in financial services preferred Strong technical aptitude with knowledge of CRM systems, preferably Salesforce Ability to handle confidential information and comply with regulations

Mar 3, 2025 - 21:55

A company is looking for a Licensed Client Services Administrator. Key Responsibilities Prepare and complete applications for client accounts and policies Assist Financial Advisors with compliance requirements and client inquiries Manage and maintain secure client information and documentation Required Qualifications Must be securities registered (series 7 & 66 or 6 & 63) and insurance licensed Bachelor's degree in business, finance, insurance, accounting, or related field preferred 1-2 years of experience in financial services preferred Strong technical aptitude with knowledge of CRM systems, preferably Salesforce Ability to handle confidential information and comply with regulations