Client Service Associate
Minneapolis, MN 
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Posted 2 months ago
Position No Longer Available
Position No Longer Available
Job Description
Job Description

Who we are: a mid-sized local, independent wealth management organization in the first-ring suburbs of Minneapolis. After a 90 day introduction period, this position will be eligable for consideration in a hybrid work model.

The Job: Client Service Associate

We are seeking a quick learner with a high level of curiosity and a desire to contribute to a growing team. The ideal candidate has exceptional attention to detail, values a team-based collaborative working environment and culture, and is committed to building a long-term successful career within an independent advisory firm. This is a highly valued back-office position that is not client facing. It's the ideal role for a numbers-oriented, detailed individual who loves supporting others behind the scenes. *this is not a growth path towards being a Financial Advisor. Ideally, this is a long-term role supporting Wealth Management Advisors with transactions.*

Primary Responsibilities

  • Lead coordination and processing of new accounts, distributions, general maintenance, and movement of cash and assets
  • Utilize CRM system for daily tasks, tracking and documentation of client data, and internal updates to current assigned work.
  • Respond to daily communications from clients regarding account maintenance and other intra-day account servicing responsibilities
  • Collaborate with Wealth Managers regarding account questions, service requests and all other matters
  • Manage private investment enrollment with clients and investment companies including required client information, paperwork, and timeline for capital commitments
  • Provide back-up and support to other Client Service team members, delegating work when necessary
  • Participate in special projects or assignments as needed working with partners to solve complex issues that may arise.
  • Work with client teams to facilitate the onboarding process for new clients

Required Knowledge, Skills and Abilities

  • Exceptional oral, written, and interpersonal communication skills
  • Strong proficiency in math and ability to work with financial data
  • Confidence to execute a financial transaction (ex: wiring money)
  • Excellent organizational and time management skills
  • Proficiency in prioritizing multiple tasks at one time
  • Resourcefulness and ability to independently resolve questions and issues
  • Pleasant, professional, and positive demeanor
  • Flexibility and adaptability in an environment of complexity and change
  • Unwavering ethics and commitment to "doing the right thing"

Education and Experience

  • High school diploma or GED required, associates or bachelor's degree preferred
  • 2+ years of professional experience
  • Proficient in Microsoft Office, including Word, Excel, Outlook and PowerPoint
  • Motivated, team-oriented and committed to providing a superior level of client service
  • Self-disciplined with commitment to quality, attention to detail and accuracy

Job #5207JV - This job is direct hire

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Position No Longer Available
Job Summary
Company
Grant-Shannon
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
High School or Equivalent
Required Experience
2+ years
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