Client Service Representative - Evansville, WI

Advisor Talent Solutions•Evansville, WI

2d•$40,000 - $80,000

About The Position

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 in Evansville, WI is 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 you’ll 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

Requirements

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