Kansas Licensed Client Service Administrator
Job Summary
Providing licensed administrative support, the full-time Kansas Licensed Client Service Administrator will assist Financial Advisors and clients with account inquiries, manage documentation, and support daily operations, either remotely or from the Manhattan/Council Grove, KS offices.
Key responsibilities
- Research client account inquiries and manage pending business
- Assist in processing death claims and provide fund values for securities-related questions
- Support Financial Advisors in preparing for client meetings and maintain client information in the contact management system
Required qualifications
- Must be securities registered (series 7/66, 7/63/65, or 6/63/65) and insurance licensed/appointed in all relevant states
- Previous administrative or secretarial experience is desired
- Willingness to complete Long-Term Care training as required
- Demonstrated customer service experience, preferably 2+ years
- Strong technical aptitude with business tools such as Microsoft Word, Excel, and PowerPoint
Complete Job Description
The complete job description is available to members. Premium membership includes:
Full access to 36,487 remote jobs from human-vetted companies, updated daily
Resume Builder - AI-powered tool to craft, enhance, and tailor your resume to a specific job
Twice-monthly live group coaching and the full Remote Career Center
20% member discount on Career Services
Backed by a 30-day money-back guarantee
Company Company Name
Headquarters Headquarters
Founded Founded
Website
Wikipedia Wikipedia URL
BBB URL BBB URL
The company description is available to members. Go Premium for full access to every job and company profile in our remote jobs database, backed by a 30-day money-back guarantee.
