Client Services Associate
Rockstar
Fort Wayne, indiana
Rockstar is recruiting for a client that is a reputable financial services firm located near Fort Wayne, IN. They are seeking a Client Service Associate to join their team. This role is integral to the team, and the successful candidate will be responsible for providing high-quality service to clients and ensuring client priorities are executed accurately.
Responsibilities:
- Perform operational or administrative functions for client-related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).
- Research client and security information through the back-office system.
- Complete and process paperwork for new and existing clients, such as (but not limited to) Investment Management Agreements, Annuity Applications, Life Insurance Applications, etc. in a timely, but thorough manner.
- Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key...