Client Service Representative Evansville, WI

Evansville, IN - USA

Yearly Salary: $ 40000 - 80000

Posted on: 15 hours ago

Vacancies: 1 Vacancy

Job Summary

Position: Client Service Representative

Firm: Retirement Income Strategies

Location: Evansville WI

Overview:

Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily If you enjoy developing long-term relationships constantly challenging yourself and providing superior administrative support we would like to talk to you! Our busy financial planning firm located inEvansville WIis seeking to add a Client Service Representative to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.

What youll do:

Complete each service request and resolve client issues
Input notes into CRM and keep updated
Complete and process new client applications
Maintain database programs
Respond to client inquiries as needed
Opening closing and transferring of accounts
Generate and provide various reports to Advisor
Process transactions
Follow-up on pending business with companies and clients
Assist Advisor with pre-appointment preparation
Resolve any issues regarding new accounts
Function as a phone back-up to offer office personnel for phone coverage
Help to keep database up to date and accurate

What Were Looking For:

2 years working alongside a Financial Advisor in a fast-paced office environment
Life and Health required or willingness to obtain within 90 days of start date
Experience with MS Office Suite and the ability to learn new software quickly
CRM experience required
Strong organizational skills
Excellent communication; both written and verbal
Attention to detail and accuracy
Proactive management style and consistent follow-through

Bonus Points:

Associates Degree
Financial industry experience strongly preferred

What Youll Get:

Pay & Perks:

$40000- $80000/year based on experience
Health insurance (company paid)
Dental/Vision insurance
401K
Unlimited PTO
Profit Sharing
Free Lunches
All-expense paid team trip for you and plus one!
Advancement opportunities
Community Involvement

Schedule:

Monday-Friday 8:00 AM - 5:00 PM
Flex Schedule after 90 days

Presented by Advisor Talent Solutions

Advisor Talent Solutions part of the AE Management LLC family of companies supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at

Required Experience:

Unclear Seniority

Position: Client Service RepresentativeFirm: Retirement Income StrategiesLocation: Evansville WIOverview: Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily If you enjoy developing long-term relationships constantly challenging yoursel...