Client Service Administrator
HybridFreelance / independent contractor
Core
Support daily operations of a financial services practice by handling client service requests, maintaining client information, and assisting advisors with meeting preparation and follow-up.
Role type
Client Service Administrator (1099 contractor)
Builds
Client service operations and administrative support for financial advisors
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Client service, Salesforce data entry, Microsoft Office (Word, Excel, PowerPoint), report generation, account application processing, carrier research, meeting note documentation
Preferred skills
Financial services experience, insurance licensing (KS Life & Health), FINRA Securities exams (SIE, 7, 66)