Client Service Administrator - Maar Financial Group

Responsibilities

• Answer client questions regarding insurance and financial accounts
• Aid advisors with meeting preparation and assist with forms and transactions for financial accounts
• Support projects and the administration of various programs
• Aid in drafting financial plans and reports
• Accept and/or enter securities trade orders from customers
• Contact clients for service-related matters
• Participate in occasional marketing events

Requirements

• Bachelor’s degree, preferably in a business or finance related field
• Must have or be interested in obtaining securities registration with SIE, Series 7 and Series 66 within 120 days of employment
• Must have or be interested in obtaining insurance licensing
• Excellent writing skills
• Very detail-oriented and organized
• Excellent problem-solving and communication skills
• Ability to thrive in a fast-paced environment
• Ability to maintain integrity of sensitive/confidential information
• Work well in a team-oriented environment
• Demonstrate an ability to develop and cultivate relationships
• Accept feedback and constructive criticism well
• Be able to demonstrate customer service orientation/experience obtained in any field
• Proficient in Microsoft Word, Outlook, and Excel

Qualifications

• Must be able to work with all roles of the Maar Financial Group
• Must be able to represent the organization in work with external clients
• Must be able to cultivate and maintain relationships with outside organizations

Skills

• Customer service orientation/experience obtained in any field

Benefits

• Competitive salary
• Annual bonus opportunity after one year’s employment
• Participation in a 401(k) plan
• Option of medical benefits

Pay

$46,000 - $58,000 based on license status

Schedule

Not specified