​Division 10 Personnel


Code 1017

Location: Brookfield, WI


Job Description:                                                      

                                                                    Client Services Administrator

Our client, a privately owned portfolio management firm, is interviewing qualified candidates to join their team as a Client Services Administrator.

This person will be responsible for answering phones, delegating inquiries from clients, and scheduling appointments. Other tasks involve preparing for client meetings, taking necessary follow-up actions, and updating prospect lists/pending business lists. This individual will help with any foundation establishments, set up all new accounts and facilitate money movements to funds.

Other duties involve coordinating new 401k plan participants, rollovers, and withdrawals. Daily tasks may include overseeing license renewals, handling address changes, confirm processing, and processing claims.

Qualifications Include:

  • Bachelor’s degree in Finance, Business Administration or related field
  • Series 6 and 63 Licenses
  • Previous administrative experience preferred.
  • Excellent verbal and written communication skills.

If you are interested in joining a dynamic team, please send resumes to info@division10personnel.com. All inquiries are handled in a confidential manner.

Available Positions

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