Financial Services Liaison

4 weeks ago


Springfield, Illinois, United States LK 12:48 LLC dba Shunk Financial Group Full time
Job Opportunity at LK 12:48 LLC dba Shunk Financial Group

We are seeking a highly organized and detail-oriented Client Services Coordinator to join our team in Springfield, IL.

Key Responsibilities:
  • Schedule Management: Ensure timely and efficient scheduling of client appointments and meetings.
  • Client Insurance Servicing: Provide exceptional service to clients by managing their insurance needs and ensuring seamless communication.
  • Client Investment Account Servicing: Assist clients with investment account management, including transactions and reporting.
  • Case Preparation: Prepare and coordinate case materials for client meetings and presentations.
  • General Office Responsibilities: Perform various administrative tasks to support the team's daily operations.
Requirements:
  • Bachelor's degree in Business Administration or related field.
  • Series 7 license.
  • Full-time position.
How to Apply:

Interested candidates should submit a letter of application and resume to Mackenzie Ingmire.

LK 12:48 LLC dba Shunk Financial Group is an affirmative action/equal opportunity employer.



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