Licensed Client Service Administrator

Job Summary

To enhance client experiences, the full-time Licensed Client Service Administrator will prepare applications, track insurance processes, and manage client paperwork in a remote capacity while collaborating with the advisory team.

Key responsibilities

• Prepare applications for client meetings and track insurance applications through underwriting
• Monitor the implementation of recommendations and ensure completion of associated paperwork
• Serve as the point of contact for processing issues and maintain team procedures for transactions and paperwork

Required qualifications

• Series 7 and 66 licensing
• State Life and Health insurance licensing
• Experience working with financial advisors on implementation
• Proficiency in business technology such as Microsoft Office and Salesforce
• Ability to maintain confidentiality and work independently in a fast-paced environment