Financial Services Coordinator

2 weeks ago


Edwardsville, Illinois, United States Slagle Financial Full time
Job Title: Client Service Representative

Slagle Financial, a growing financial service firm in Edwardsville, IL, is seeking a Client Service Representative to join our team.

Job Summary:

The Client Service Representative will be responsible for servicing the existing client base with all service requests, including beneficiary changes, withdrawals, database management, and client appointment preparation.

Key Responsibilities:
  • Assist clients with overall maintenance of annuity accounts
  • Process non-financial changes, RMDs, withdrawal requests, allocations, policy renewals, and death claims
  • Keep databases updated with closed accounts, portfolio values, and general information
  • Help clients with online registrations for accessing accounts
  • Respond to incoming and outgoing client inquiries by phone and email
  • Run annual RMD report for eligible clients
  • Act as liaison between clients and financial advisors
  • Meet with clients as needed
Requirements:
  • Finance/associate's degree preferred
  • Financial Industry experience preferred
  • Experience with MS Office Suite and ability to learn new software quickly
  • CRM experience
Benefits:
  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Short-Term Disability
  • Long-Term Disability
  • Basic Life Insurance
  • 401(k)
  • PTO

Salary to be discussed by the firm.



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