Client Service Administrator

Job Summary

A company is looking for a Client Service Administrator.

Key Responsibilities

• Prepare correspondence, reports, and coordinate special projects
• Drive client-facing activity by scheduling meetings and assisting Lead Advisors
• Maintain client information and ensure proper documentation of client meetings

Required Qualifications

• Securities or insurance industry experience preferred
• Strong technical computer aptitude and knowledge of business tools
• Ability to handle multiple tasks while maintaining quality of work
• Ability to maintain the integrity of sensitive/confidential information
• Basic understanding of financial products and services