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Client Service Representative - Evansville, WI at Advisor Employee Services – Evansville, Wisconsin

Advisor Employee Services
Evansville, Wisconsin, 53536, United States
Posted on
Updated on
Recently UpdatedSalary:$40000 - $80000Job Function:Customer Service

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About This Position

Client Service Representative - Evansville, WI

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 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
What We're 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 You'll Get:
Pay & Perks:
  • $40,000- $80,000/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 advisortalentsolutions.com

Job Location

Evansville, Wisconsin, 53536, United States
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Job Location

This job is located in the Evansville, Wisconsin, 53536, United States region.

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