Wisconsin Licensed Client Service Administrator

Job Summary

A company is looking for a Client Service Administrator.

Key Responsibilities

• Oversee projects and administrative functions as needed
• Assist with preparation and follow-up for client meetings
• Research and respond to client inquiries and manage account-related tasks

Required Qualifications

• Previous industry experience required (robust internship acceptable)
• Securities and Life, Health, and Annuity registration required before onboarding
• Expert knowledge of Office applications
• Ability to handle multiple tasks while maintaining quality of work
• Ability to maintain integrity of sensitive/confidential information