Wisconsin Licensed Client Services Administrator

Job Summary

A company is looking for a Senior Client Services Administrator to support clients and Financial Advisors through application processing and administrative tasks.

Key Responsibilities

• Assist in daily operations, including pre/post meeting work and responding to service requests
• Prepare and manage client applications and financial transaction forms
• Maintain client information and ensure compliance with internal and external requirements

Required Qualifications

• Experience in a financial institution or similar environment preferred
• Wisconsin Life & Health and/or Securities license preferred
• Bachelor's degree in business, finance, insurance, or related field
• 3-5 years of experience in financial services, banking, or insurance
• Strong technical aptitude with business tools, including Microsoft applications