What are the responsibilities and job description for the Client Support Specialist position at RUNESTAD FINANCIAL SERVICES, LTD.?
Job Summary:
We are seeking a highly organized and detail-focused Client Service Administrator to join our team at RUNESTAD FINANCIAL SERVICES, LTD.
The successful candidate will have excellent communication skills, strong analytical abilities, and the ability to prioritize tasks effectively.
About the Role:
This is an exciting opportunity for a motivated individual to develop their skills and contribute to the growth of our financial services firm. The Client Service Administrator will be responsible for providing exceptional client service, managing database information, and assisting with client appointments.
Key Responsibilities:
- Manage client database information and ensure accuracy
- Prepare client review summaries and assist with client appointments
- Respond to client inquiries and resolve issues
- Assist with client updates, reports, and mailings
Requirements:
- Bachelor's Degree preferred
- 2 years working alongside a Financial Advisor in a fast-paced office environment
- Experience with MS Office Suite and CRM software
