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Client Service Administrator

Cedar Rapids, IA

Job Information:

Berthel Financial Strategies is a wealth management group that operates within the setting of Berthel Fisher Companies, a family of financial services companies including two subsidiary broker/dealer firms servicing financial advisors across the U.S. We have an immediate full time opening for a Client Service Administrator to assist with our mission of helping clients achieve their financial goals.

Key Responsibilities for the Client Service Administrator include:
  1. Professionally and courteously manage client first impressions via telephone and in person
  2. Proactively communicate client service requests and manage issues through to resolution
  3. Assist with client meeting preparation and follow up
  4. Develop and maintain written system of all activities
  5. Assist with operational enhancements and create efficiencies within the team
  6. Account administration for new and existing business including opening accounts, maintaining up to date client files, and processing paperwork
  7. Remain current on industry trends and best practices
  8. Assist with planning, preparation and execution of marketing events
  9. Maintain current content on social media and public website
  10. Perform general clerical duties including, but not limited to, scanning, photocopying, data entry, mailings

Desired candidates will be team oriented and demonstrate a high level of integrity and professionalism with a genuine interest in serving others.  Superior customer service and organizational skills, a strong attention to detail and a passion for continual learning are required.

A Bachelors Degree in Business Administration, Finance, or similar is preferred but not required. Candidates will have a minimum of three years industry experience.  FINRA Securities Licenses 7, 63 & 65 or 66 are required.  Must hold or be willing to obtain Iowa Insurance License.

This position offers comprehensive benefits, including:
  • Health, dental and vision insurance
  • 401(k) safe harbor contribution
  • Paid time off
  • Short term and long term disability coverage
  • Opportunity for career growth

We offer a great working environment in a beautiful and professional office location. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational and focused on improving our client’s lives.

Application Instructions:

If you are interested in this opportunity, please send your cover letter, resume, and salary requirements to

Applying for:

Client Service Administrator

Berthel Fisher & Company

(.DOC, .DOCX, .PDF, .RTF, .TXT, .ODT, .PAGES, .WPS up to 2MB)

Posted 02/05/18

Job ID: 35154257