Client Service Associate / Team player – financial service office – growth opportunity!
Client Service Specialist / Stable and Growing firm
Administrative Assistant
Client Service Team Assistant
Client Service Administrator
Client Service Associate - Stable and Growing firm
Bloomington MN 55435 USA
BGM TruNorth Wealth Partners is a successful, independent RIA Financial Planning and Wealth Management firm with locations in Bloomington, Minnesota and California. We measure success not by comparing returns with those of other managers, but by our clients' satisfaction in meeting life goals. To this end, we seek a Client Service Associate for our Bloomington locationfor a role focused on servicing our clients' needs.
Are you a team player that seeks a challenging and rewarding Financial Services administrative position working with a professional, focused and fun team? Do you have top skills working with a variety of software including Word, Excel and Outlook along with a drive for accuracy and customer service? If you have an administrative background and seek a winning team, we hope to hear from you!
Our Client Service Associate:
- Manages daily office duties that include downloading reports and reviewing, updating and verifying client activity and transactional data
- Serves as initial point of contact for client requests and support questions
- Completes new client paperwork via online portals
- Follows up with clients to set and confirm meetings, and for items related to account changes or paperwork completion
- Expedites client request such as deposits, checks and transfers and ensures all client activity is logged in CRM
- Tracks and ensures completion of client service items such as tax reporting and fund tracking
- Prepares and tracks UPS
- Creates monthly reports
- Performs additional administrative functions such as scanning, downloads and database maintenance
Qualifications:
The person we seek will have a post high school degree and 2+ years administrative experience, preferably in financial services or a related industry. Exposure to Schwab or Fidelity portals, highly desired. Skills should include strong MS Office skills (Word, Excel & Outlook) along with database experience and an interest in providing great client service. Top-notch verbal and written communication skills along withhigh accuracy and a team-player personality are required.
Apply:
We offer a highly competitive compensation plan, full benefits, and energetic environment with a talented team. Interested applicants please forward your resume to our hiring resource, Red Seat. Red Seat is not a recruiter or employment agency but a contract HR company assisting us in the hiring process. Forward resumes to: . For more info, call Red Seat direct at (651)-321-4338. We will confirm receipt of your resume within two business days.