We have other current jobs related to this field that you can find below

  • Client Services Associate

    3 months ago

    Saint Cloud, United States Northwestern Mutual Full time

    Job DescriptionJob DescriptionSalary: The Client Services Associate role provides new Financial Representatives (FRs) with administrative support full-time from our office in St. Cloud to allow the new FR to spend more time in front of current clients and prospective clients. The Client Services Associate is also responsible for helping the FRs to build...

  • Client Service Associate in Financial Services

    5 days ago

    Saint Cloud, Minnesota, United States Northwestern Mutual Full time

    Position OverviewSalary: The Client Service Associate plays a crucial role in enhancing client satisfaction and supporting the financial advisor in the development of their practice and client connections. This position is essential for maintaining a well-organized and efficient office environment. The Client Service Associate acts as a bridge between the...

  • Client Services Associate

    15 hours ago

    Saint Cloud, Minnesota, United States Randstad USA Full time

    Position Overview: This is an entry-level position primarily focused on administrative and clerical tasks within the brokerage sector.Key Responsibilities:Reception Duties: Welcoming clients and managing front desk operations for the Advising team.Client Interaction: Providing customer service by handling incoming calls and responding to various...

  • Client Services Associate

    4 weeks ago

    Saint Louis, United States Walsh Financial Services Full time

    Job DescriptionJob DescriptionJob DescriptionThe Client Services Associate supports multiple financial advisors and provides a high level of client service, administration, and operations support to clients. The Client Services Associate is instrumental in ensuring the smooth operation of a fast-paced financial/investment services office with multiple...

  • Client Services Representative

    6 days ago

    Saint Cloud, Minnesota, United States Dahl Consulting Full time

    Embark on a rewarding career with Dahl Consulting as we collaborate with a prominent player in the financial services sector. We are dedicated to connecting talented individuals with exceptional job opportunities. Currently, we are seeking a Financial Services Associate for a contract role. Below are the details of this opportunity.Contract Duration: 6+...

  • Client Services Associate

    6 hours ago

    Saint Cloud, Minnesota, United States Randstad USA Full time

    Position Overview: This entry-level position is centered around administrative and clerical tasks.Key Responsibilities:Welcoming clients and managing front desk operations for the Advising team.Providing customer support, which includes handling phone calls and responding to email inquiries.Executing various administrative and clerical duties.Organizing...

  • Client Services Associate

    6 days ago

    Saint Cloud, Minnesota, United States Randstad USA Full time

    Position Overview: This is an entry-level position centered around administrative and clerical tasks.Key Responsibilities:Welcoming clients and managing front desk operations for the Advising team.Providing customer support, which includes handling phone calls and responding to email inquiries.Executing various administrative and clerical...

  • Client Services Operations Coordinator

    6 days ago

    Saint Cloud, Minnesota, United States Dahl Consulting Full time

    Are you meticulous with outstanding organizational abilities? Dahl Consulting is collaborating with a prominent organization in the financial services sector. We are dedicated to connecting talented individuals with rewarding career opportunities. We are seeking an Operations Associate for a contract role. Below are the details of the position.Worksite...

  • Surety Client Services Specialist

    5 days ago

    Saint Cloud, Minnesota, United States GGB - Global Full time

    IntroductionEmbrace your enthusiasm for resolving challenges and tackle risk directly with GGB - Global's esteemed brokerage team. Become part of a diverse group of professionals, all driven by a shared commitment to excellence. In this role, you will play a crucial part in providing protection, supporting businesses, and enabling their aspirations....

  • Client Relations Associate

    6 days ago

    Saint Cloud, Minnesota, United States Dan Anderson - State Farm Agent Full time

    Job OverviewJoin Our Dynamic Team at Dan Anderson - State Farm AgentAre you a personable, service-oriented individual who enjoys engaging with clients? If so, a role with a State Farm independent contractor agent could be an excellent fit for you. Our agents specialize in marketing State Farm insurance and financial service offerings, providing exceptional...

  • Financial Services Associate

    1 week ago

    Saint Cloud, United States Dahl Consulting Full time $19

    Job DescriptionJob DescriptionKickstart your new career with this dynamic organization! Dahl Consulting is currently partnering with a leading company in the financial services industry. We work one-on-one with great candidates to help connect them with local employment opportunities. This company is hiring a Financial Services Associate for a contract...

  • Full Time Client Service Associate

    3 months ago

    White Cloud, United States Independent Bank Full time

    Be Proud, Be You, Be Independent!Are you looking to progress your career as a banking professional?At Independent Bank we promote a culture that encourages professional growth and embraces the collective sum of your individual differences, life experiences, knowledge, innovation, self-expression, unique capabilities and talent. We value diversity of thought,...

  • Full Time Client Service Associate

    1 week ago

    White Cloud, United States Independent Bank Full time

    Be Proud, Be You, Be Independent!Are you looking to progress your career as a banking professional?At Independent Bank we promote a culture that encourages professional growth and embraces the collective sum of your individual differences, life experiences, knowledge, innovation, self-expression, unique capabilities and talent. We value diversity of thought,...

  • Full Time Client Service Associate

    2 weeks ago

    White Cloud, United States Independent Bank Full time

    Be Proud, Be You, Be Independent! Are you looking to progress your career as a banking professional? At Independent Bank we promote a culture that encourages professional growth and embraces the collective sum of your individual differences, life experiences, knowledge, innovation, self-expression, unique capabilities and talent. We value diversity of...

  • Surety Client Service Associate

    2 months ago

    St Cloud, United States Gallagher Full time

    Introduction: Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a...

  • Customer Service Associate

    8 hours ago

    Saint Cloud, Florida, United States Ann Werning - State Farm Agent Full time

    Exciting Career Opportunity: Are you seeking a fulfilling part-time role with attractive compensation in the insurance sector? Consider becoming an Agent Team Member at Ann Werning - State Farm Agent.Key Responsibilities:Perform needs-based assessments to inform clients about various insurance solutions.Exhibit a strong dedication to achieving results and...

  • Client Services Support Specialist

    15 hours ago

    Saint Cloud, Minnesota, United States Randstad USA Full time

    Position Overview: This is an entry-level position dedicated to administrative and clerical tasks within the brokerage sector.Key Responsibilities:Welcoming clients and managing front desk operations for the advisory team.Providing customer support, which includes handling phone inquiries and responding to email requests.Executing various administrative and...

  • Customer Service Associate

    8 hours ago

    Saint Cloud, Minnesota, United States Luther Automotive Group Full time

    Customer Service Associate We are looking for a part-time (every other Saturday) Customer Service Associate with outstanding interpersonal skills and a positive demeanor. This role involves answering incoming calls, assessing the nature of inquiries, and guiding callers to the appropriate personnel. Additionally, the position requires basic financial...

  • Client Services Support Specialist

    15 hours ago

    Saint Cloud, Minnesota, United States Randstad USA Full time

    Position Overview: This is an entry-level position primarily focused on administrative and clerical tasks within the brokerage sector.Key Responsibilities:Reception Duties: Welcoming clients and managing front desk operations for the Advising team.Customer Interaction: Providing exceptional customer service by handling phone calls and responding to email...

  • Financial Client Support Specialist

    6 days ago

    Saint Cloud, Minnesota, United States Dahl Consulting Full time

    Embark on a rewarding career journey with Dahl Consulting as we collaborate with a prominent player in the financial services sector. We specialize in connecting exceptional candidates with local job opportunities. Currently, we are seeking a Financial Services Associate for a contract role. Below are the details of this opportunity.Contract Duration: 6+...

Client Services Associate

2 months ago

Saint Cloud, United States Northwestern Mutual Full time
Job DescriptionJob DescriptionSalary:

The Client Services Associate role provides new Financial Representatives (FRs) with administrative support full-time from our office in St. Cloud to allow the new FR to spend more time in front of current clients and prospective clients. The Client Services Associate is also responsible for helping the FRs to build good habits as they start their career and follow processes that set them up for success. Specific responsibilities include, but are not limited to:

Development Support

  • Work one on one with the new FRs to support the daily habits needed for sales cycle execution
  • Communicate to the development team on the new FRs follow through of system use and best practices
  • Support implementation and adoption of technology, and help hold the new FRs accountable to using the programs designed to support them
  • Continue to train FRs in the business processes and best practices they learned in their initial company training
  • Collaborate with other shared-services departments to ensure the new FR is utilizing all supporting resources available to them
  • Run and review reports as needed

Sales Cycle Support

  • Provide new FRs with administrative support to allow them to focus on meeting with clients
  • Conduct weekly business meetings with the new FRs
  • Proactively communicate to new FR on status and needed items for their open cases
  • Manage cases through the underwriting process: pre-check and submit applications, take initiative to follow up on needed items to complete underwriting, coordinate medical exams, communicate with clients, and prepare delivery kit
  • Assist new FR with data management: input client data in CRM software, organize electronic client files, update notes and tasks, update opportunities list
  • Process policy owner service requests (i.e., address changes, name changes, etc.)
  • Maintain 24 hour turn around on tasks and action items

Office Manager Support:

  • Office Manager duties including greeting guests, processing mail, answering phone and handling checks
  • Communicate and Coordinate with office vendors
  • Support the office through supply ordering
  • Be in charge of opening and closing procedures for the office
  • Other projects as assigned by our Sales Execution Team Lead

Preferred Qualifications:

  • Minnesota Life Accident and Health License, or ability to sit for exam within first 60 days of employment
  • Bachelor’s degree or equivalent experience
  • Excellent problem-solving skills
  • Time management skills
  • Ability to work effectively with people at all levels
  • High degree of organizational skills and attention to detail
  • Excellent written and oral communication skills
  • Ability to maintain a high degree of confidentiality
  • Ability to demonstrate a high level of professionalism