Client Services Administrator - Leo, IN

Client Service Administrator

Runestad Financial Services, located in Leo, IN, is seeking a Client Service Administrator to join our growing financial service firm. The ideal candidate will have a desire to work in the financial industry long‑term and contribute to the growth of our business.

The purpose of this position is to service the existing client base with all service requests including beneficiary changes and withdrawals, handling incoming client service calls, managing the database, and preparing client appointments. Responsibilities include updating client account summaries for review meetings, preparing the main advisor for these meetings, and preparing issued accounts for delivery.

• Strong organizational skills
• Excellent written and verbal communication
• Attention to detail and accuracy
• Proactive management style with consistent follow‑through

• Bachelor’s Degree preferred
• At least 2 years working alongside a financial advisor in a fast‑paced office environment
• Experience with MS Office Suite and ability to learn new software quickly
• CRM experience

• Consistent follow‑through on all efforts, building relationships with prospects and clients, and assisting the advisor with client appointments.
• Receive incoming client service calls in a friendly manner.
• Complete service requests and resolve client issues.
• Input notes into CRM and keep it updated.
• Coordinate and follow up on each client transfer.
• Review applications prior to submission.
• Prepare client review summaries for upcoming appointments.
• Maintain professional communication with clients and staff.
• Assist with client updates, reports, and mailings.
• Help set client appointments.

$40,000-$70,000 BOE

• Health insurance
• 401(k)
• PTO

Monday – Friday: 8:00 a.m. – 5:00 p.m.