Client Service Specialist

4 days ago

Minneapolis, United States Voyage Wealth Architects Full time

Voyage Wealth Architects is seeking a dynamic, customer-centric, go-getter to serve as our Client Service Specialist and be a key member of our client services team. 


This position will have the opportunity to work in our Minneapolis office and may include limited remote work flexibility. We offer a rewarding, growth-oriented work environment with incredible opportunities for career advancement.


Voyage Wealth Architects is a Minneapolis-based sophisticated planning and wealth management firm whose mission is to empower people to live abundantly. We specialize in values-based planning that helps dynamic families and professionals connect their wealth to their specific vision and values. Through comprehensive financial planning that integrates advanced investment strategies with risk management, tax mitigation, and coordination of advisory teams, we are experts in helping business owners, executives, corporate professionals and individuals nearing or newly in retirement craft personalized financial plans designed to weather any storm, allowing clients to enjoy life’s voyage now and for generations to come. Please visit www.voyagewa.com to learn more about us and how we help our clients live abundantly.


As the first point of contact for Voyage clients, members of our Client Service team view providing concierge-level customer service as their most important role, and no client ask is too big or too small. The Client Service Specialist focuses on supporting our clients throughout their financial journey. Main responsibilities are implementing both insurance and investment planning strategies, maintaining an accurate CRM system, and being the main point of contact for all client servicing and support needs. The ideal candidate for this role will be a strong communicator, creative problem solver, and fast learner – they are willing to dig in and take care of client needs in a timely, professional and efficient manner.


Responsibilities include, but are not limited to:

  • Communicating via telephone, email and in person to address client needs and answer client questions in a timely and professional manner
  • Assisting in the management of an efficient Client Relationship Management (CRM) software and helping the team maintain CRM standards and best practices
  • Ensuring client case notes and meeting follow ups are appropriately assigned, tracked in CRM and completed
  • Handling daily service requests from clients with a positive, can-do attitude
  • Completing and processing all insurance and investment applications and paperwork
  • Guiding clients through the investment account opening process
  • Guiding clients through the underwriting process for insurance applications
  • Assisting with special projects and other duties as assigned


Qualifications:

  • Bachelor’s degree or equivalent work experience
  • Strong attention to detail with the ability to work with a high degree of accuracy and autonomy
  • Demonstrated organizational skills, ability to multitask, and time management skills with the ability to set priorities and meet deadlines
  • Excellent oral and written communication skills
  • Ability to be flexible and work in a fast-paced environment
  • Ability to maintain absolute confidentiality in dealing with client matters 
  • Desire and capacity to further financial education and pursue credentials
  • Minnesota State Life, Accident & Health License (or willing to obtain within 90 days)
  • FINRA SIE, Series 7, & 63 (or willing to obtain within 1 year) 


Perks:

  • Competitive Base with Bonus Incentive Compensation
  • Retirement Plan with Firm Match
  • Firm sponsored Health, Dental, and Vision Benefits
  • Disability Insurance
  • Flexible PTO Package
  • Committed Investment in Your Professional Development


Voyage Wealth Architects Core Values:

  • Do Better – We continually look for areas of improvement, opportunities for growth, and ways to challenge the status quo.
  • Collaborative – We are anchored to the best outcomes, not to our individual viewpoints – we recognize that collaboration and open mindedness result in better solutions for all.
  • Generosity – We give our time, talent, networks and resources, steadily working towards the greater good.
  • Don’t Pass the Buck – We take ownership of situations, actions, issues and resolutions.
  • FUN – We are dynamic, playful, clever and love good banter or competition. 


Disclosure:

This job description does not necessarily reflect all the duties of this position. Management reserves the right to revise this job description at any time. This job description is not a contract for employment, and either you or Voyage Wealth Architects may terminate employment at any time, for any legally permissible reason.


Please forward resumes to Dan Quam at Daniel.Quam@nm.com

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