Client Service Administrator

  • Contract to Permanent
  • Direct Hire
  • Brookfield, WI

WFA STAFFING

We are seeking an Administrator to join our Business Services team! No certifications are required. This is a fantastic opportunity to grow with the position and learn the industry.

Responsibilities:

  • Provide administrative and client service support for 12 Licensed Financial and Insurance Planners
  • Opening new accounts and maintaining communication
  • Client meeting administrative preparation and support for account managers
  • Develop and maintain a knowledge base of the evolving products and services

Qualifications:

  • Excellent written and verbal communication skills
  • Strong Microsoft Office including Outlook, Calendar, Word and Excel
  • Ability to build rapport with clients
  • Ability to prioritize and multitask
  • Positive and professional demeanor
  • Will consider recent college and/or technical program graduate looking to train and grow with our firm

Starting salary will be based on experience and education.

Tagged as: admin, administrator, business services, clerical, client service, financial, office support

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