Financial Services Coordinator
2 weeks ago
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
- Finance/associate's degree preferred
- Financial Industry experience preferred
- Experience with MS Office Suite and ability to learn new software quickly
- CRM experience
- 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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