Client Service-Financial Operations

4 weeks ago


Edina, United States Grant-Shannon Full time
Job DescriptionJob Description

Successful boutique wealth management firm in Edina seeking a talented client service/operations professional with a minimum of 3 years of experience. Be part of a team that focuses on client service and supporting the firm’s portfolio managers in maintaining strong client relationships. Primary responsibilities are client service, accurate qualitative and quantitative account maintenance and reporting, portfolio metrics and database maintenance, and responding to ad-hoc information requests

  • Provide superior service to clients via verbal and written communication
  • Set up and maintain client accounts
  • Compile and complete client, custodian, and firm paperwork
  • Review and maintain client transactions and activity
  • Execute firm tasks such as asset transfers and general support of portfolio and investment strategies
  • Distribute client reporting, including quarterly performance metrics and statements, in a timely and accurate manner
  • Update and maintain performance metrics for the firm’s Composites and database entry
  • Investment analytics for Investment Committee meeting materials
  • Provide administrative support for portfolio managers including phone call coverage and arranging meetings
  • Participate in projects designed to improve customer service, create efficiencies and improve the firm’s operations.

Requires understanding of the financial markets, strong work ethic, excellent verbal and written communication skills, confidentiality, attention to detail and proficient skills in Microsoft Word, Excel, PowerPoint, and Outlook. Join a collaborative group who believe in working together in a positive environment. Generous salary, benefits, bonus. #5478


  • Financial Analyst

    2 weeks ago


    Edina, United States Creative Financial Staffing Full time

    About the company: Our client is approximately a $5B publicly traded global manufacturer serving customers around the world in the general industrial, consumer, commercial construction, food & beverage, and alternative energy end markets, among others. You may not know it, but our client impacts your life every day. Their products enable the fans in HVAC...

  • Financial Analyst

    3 weeks ago


    Edina, United States Creative Financial Staffing Full time

    About the company: Our client is approximately a $5B publicly traded global manufacturer serving customers around the world in the general industrial, consumer, commercial construction, food & beverage, and alternative energy end markets, among others. You may not know it, but our client impacts your life every day. Their products enable the fans in HVAC...


  • Edina, United States Creative Financial Staffing Full time

    Senior Financial Analyst / Accounting Analyst - Hybrid Work Model One of our favorite clients in Minneapolis is growing and is looking to add a new position to help support their growth. This newly created role will be the first true FP&A hire for the company and will have the ability to help build out those functions for the business, (i.e. building...


  • Edina, United States SS&C Full time

    SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare...


  • Edina, United States Charles Schwab Full time

    Your Opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this...

  • Operations Manager

    5 days ago


    Edina, United States Classet Full time

    If you love people, love to help, and love to work hard and win, we would love to meet you!We are a national leader in the home improvement and home repair services industry. We are looking for highly organized and motivated candidates just like you to ensure efficient and smooth daily operations. We are offering a starting hourly rate of $22 to $25,...


  • Edina, United States First Bank & Trust Company Full time

    Overall Functions This person will oversee a portfolio of large and complex business relationships to achieve client and risk management goals for First Bank & Trust Commercial Finance. This person is responsible for developing strong client relationships and overall client satisfaction by leveraging exceptional service and relationship management skills....


  • Edina, United States Crystal Farms Refrigerated Distribution Company Full time

    POSITION SUMMARY : The cheese and dairy categories are highly promoted with the largest investment of the company in trade dollars to support our customers. This position is critical to company success by evaluating and recommending the most effective use of that investment. The role handles the preparation and analysis of all financial aspects of Crystal...


  • Edina, United States Crystal Farms Dairy Company Full time

    POSITION SUMMARY: The cheese and dairy categories are highly promoted with the largest investment of the company in trade dollars to support our customers. This position is critical to company success by evaluating and recommending the most effective use of that investment.The role handles the preparation and analysis of all financial aspects of Crystal...


  • Edina, United States Crystal Farms Dairy Company Full time

    POSITION SUMMARY: The cheese and dairy categories are highly promoted with the largest investment of the company in trade dollars to support our customers. This position is critical to company success by evaluating and recommending the most effective use of that investment.The role handles the preparation and analysis of all financial aspects of Crystal...


  • Edina, United States Post Holdings Full time

    Business Unit Overview At Crystal Farms Dairy Company we harbor a passion for quality food and seek out the very best talent that fosters the company's culture of ownership and accountability. We offer exciting job possibilities throughout our organization where you can enhance your career, sharpen your talents and make an impact. Whether working on a new...


  • Edina, United States Crystal Farms Full time

    Job Description Business Unit Overview At Crystal Farms Dairy Company we harbor a passion for quality food and seek out the very best talent that fosters the company’s culture of ownership and accountability. We offer exciting job possibilities throughout our organization where you can enhance your career, sharpen your talents and make an...


  • Edina, United States Ultimate Staffing Services Full time

    - Answer inbound phone calls and emails, assisting guests with travel arrangements - Inform clients on travel requirements - Handle data entry of clients' documentation(s) required for traveling. Requirements: - 1 year(s) of customer service or cler Travel, Representative, Industry, Service, Retail, Staffing

  • Operations Manager

    7 days ago


    Edina, MN, United States Classet Full time

    If you love people, love to help, and love to work hard and win, we would love to meet you!We are a national leader in the home improvement and home repair services industry. We are looking for highly organized and motivated candidates just like you to ensure efficient and smooth daily operations. We are offering a starting hourly rate of $22 to $25,...


  • Edina, Minnesota, United States i-Health Full time

    The Patient Services Representative is responsible for patient registration and check in as well as clinical support duties.This is a full-time position working anywhere between 6:30 am and 5:00 pm M-F out of our Edina clinic.A $1,500 sign-on bonus will be offered, payable on first paycheck with a 12-month commitment. Internal applicants are not eligible for...


  • Edina, Minnesota, United States i-Health Full time

    The Patient Services Representative is responsible for patient registration and check in as well as clinical support duties. Full-Time role, Monday - Friday, hours varying between 6am & 5pm in our Edina location. A $1,500.00 sign-on bonus will be offered, payable on first paycheck with a 12-month commitment. Internal applicants are not eligible for a sign-on...


  • Edina, Minnesota, United States i-Health Full time

    The Patient Services Representative is responsible for patient registration and check in as well as clinical support duties.Part-time role, every other weekend Sat & Sun 8 am - 8 pm out of our Edina location.A $1,500.00 sign-on bonus will be offered, payable on first paycheck with a 12-month commitment. Internal applicants are not eligible for a sign-on...

  • Customer Service

    17 hours ago


    Edina, United States Augustine Biomedical & Design Full time

    Job DescriptionJob DescriptionWe are seeking a Customer Service & Sales Support to join our team! You will be responsible for helping customers by providing product and service information and resolving technical issues. This position reports to our Manager of Customer Service and Inside Sales Job Description: Schedule is Monday - Friday from 8/8:30 -...


  • Edina, Minnesota, United States i-Health Full time

    The Patient Services Representative is responsible for patient registration and check in as well as patient phone calls.This is a full-time position working M-F from 8:30 am - 5:00 pm out of our Edina and Maple Grove locations. The schedule will also involve working every 11th Saturday out of Maple Grove.ogi | Obstetrics, Gynecology & Infertility is an...


  • Edina, Minnesota, United States i-Health Full time

    Be the Difference Are you looking to take that next step in your healthcare career where you can make an impact and Be the Difference to patients, their families, and the community? Then ogi | Obstetrics, Gynecology & Infertility has opportunities for youThe Patient Services Representative is responsible for patient registration and check-in, as well as...