Robert Half Finance & Accounting Client Services Administrator in CLEVELAND, Ohio
Client Service Administrative Assistant / New Business Processor Responsible for processing all new business for multiple registered reps/IAR?s, including annuities, life insurance, brokerage accounts, mutual fund direct accounts, alternative investments, and managed accounts. Handles all client service on existing accounts, such as distribution requests, beneficiary and address changes, required minimum distributions, cost basis and death claims. Maintain necessary client compliance files, data entry for all new clients and new business and service, and assist with preparation for upcoming appointments. Answer phones and assist with research. Build and maintain relationships with clients and meet with them occasionally to complete applications or service paperwork. Will be assigned miscellaneous ongoing duties related to processing and service, along with occasional special projects. Candidate requires the following skills: 1. Strong organizational skills and attention to detail 2. Excellent communication skills 3. Ability to prioritize a broad range of duties 4. Advanced computer skills; the entire Microsoft Office suite and database management 5. Four year college degree, preferably in the field of business 6. Ohio Life and Health license a plus Please apply online for immediate consideration, or contact email@example.com (216) 621-4253.
Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine's list of "World's Most Admired Companies" since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.
Apply for this job now or contact our nearest office at 844.539.2523 for additional information.
All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.
© 2018 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans
Req ID: 03340-0010531431
Functional Role: Business Analyst
Postal Code: 44125
Compensation: $38,000.00 to $40,000.00 per year
Requirements: Microsoft Office, Microsoft Excel, Microsoft Access, Microsoft OneNote, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word