Client Servicing Representative
3 weeks ago
At Carlson Capital Management (CCM), we deliver a fully integrated, client-centered wealth management experience that exemplifies superior care and upholds the industry’s highest fiduciary standards. Our employee-owned firm offers customized investment, estate, tax, retirement, insurance, and philanthropic planning to individuals and families in a highly collaborative environment.
Summary of Responsibilities
As integral members of the firm’s advisory team, Client Servicing Representatives (CSRs) provide client-related support to all CCM team members and account servicing directly to clients as part of delivering the firm’s integrated wealth management experience with care. In addition, CSRs are responsible for warmly answering incoming phone calls and assisting callers or routing them appropriately to ensure a high level of service.
Location
This position is located in our Bloomington, MN office.
Essential Functions
- Works with clients on all aspects of account servicing, transactions, documentation and related communication. CSRs process all necessary asset transactions, such as money movements, new account openings, transfers, rollovers, and deposits, and prepare, manage, and secure signed forms required for account opening, management, and maintenance. This includes paper signatures and e-signatures on the DocuSign platform.
- Works directly with the firm’s custodians (e.g., Schwab, TIAA) to provide seamless servicing to clients.
- Assists with onboarding of new clients.
- Responsible for the accurate and timely data entry and administration of client-related activities within the client relationship management (Salesforce FSC) database. This includes and is not limited to money movement and related tasks, entering and updating client information, scanning documents, and retrieving data.
- Assists with preparation for client meetings, including paperwork and other items as requested.
- Provides advisory team with correspondence and other client communications as requested.
- Shares the responsibility for handling all incoming phone calls to the firm. Answers, screens, and directs phone calls in a timely manner, assisting clients directly when possible. Ensures phone coverage for all of CCM’s core business hours of 8:00AM to 5:00PM Monday-Friday.
- Provides backup to other client servicing representatives for hospitality, sorting mail, and general office support as needed.
Qualifications & Requirements
- Prior, proven experience with successful responsibility in a role providing superior client service and exhibiting exemplary problem-solving skills, preferably within a financial services environment or similar professional setting, is required.
- Experience with client-specific, proprietary, and confidential correspondence is strongly preferred.
- Intermediate or better proficiency with MS Office software products is required.
- Experience with client relationship management database(s) is preferred.
- Proven ability to be detail-oriented, accurate, and adaptable is required.
- Strong verbal and electronic communication proficiency is required.
- Flexibility to travel to other firm locations or attendance at events will be required periodically.
-
Client Services Representative
1 month ago
Minneapolis, United States Radius Global Solutions LLC Full timeJob DescriptionJob DescriptionPosition Title: Client Services Representative FLSA Classification: Non-Exempt Bonus Eligible: Not ApplicableReports To: Client Services Manager Approval or Revision Date: March 2018 Summary The Client Services Representative will provide day-to-day support to assigned clients, account managers and internal business units. The...
-
Client Services Representative
3 weeks ago
Minneapolis, United States Radius Global Solutions LLC Full timeJob DescriptionJob DescriptionPosition Title: Client Services Representative FLSA Classification: Non-Exempt Bonus Eligible: Not ApplicableReports To: Client Services Manager Approval or Revision Date: March 2018 Summary The Client Services Representative will provide day-to-day support to assigned clients, account managers and internal business units. The...
-
Client Services Representative
2 weeks ago
Minneapolis, United States Radius Global Solutions LLC Full timeJob DescriptionJob DescriptionPosition Title: Client Services Representative FLSA Classification: Non-Exempt Bonus Eligible: Not ApplicableReports To: Client Services Manager Approval or Revision Date: March 2018 Summary The Client Services Representative will provide day-to-day support to assigned clients, account managers and internal business units. The...
-
Client Servicing Representative
2 months ago
Minneapolis, United States Carlson Capital Management Full timeJob DescriptionJob DescriptionSalary: At Carlson Capital Management (CCM), we deliver a fully integrated, client-centered wealth management experience that exemplifies superior care and upholds the industry’s highest fiduciary standards. Our employee-owned firm offers customized investment, estate, tax, retirement, insurance, and philanthropic planning to...
-
Client Services Correspondence Representative
2 months ago
Minneapolis, United States Radius Global Solutions Full timeClient Services Correspondence RepresentativeFull TimeSUPPORTJacksonville, FL, USRamsey, NJ, USRequisition ID: 2524 Radius Global Solutions is a leading provider of integrated omnichannel customer engagement services and technology.Our executive team has been together since 1995 and continues to expand and advance the company's capabilities. We have 4,000+...
-
Client Services Correspondence Representative
2 months ago
Minneapolis, Minnesota, United States Radius Global Solutions Full timeClient Services Correspondence RepresentativeFull TimeSUPPORTJacksonville, FL, USRamsey, NJ, USRequisition ID: 2524 Radius Global Solutions is a leading provider of integrated omnichannel customer engagement services and technology.Our executive team has been together since 1995 and continues to expand and advance the company's capabilities. We have 4,000+...
-
Client Services Correspondence Representative
4 weeks ago
Minneapolis, Minnesota, United States Radius Global Solutions Full timeClient Services Correspondence RepresentativeFull TimeSUPPORTJacksonville, FL, USRamsey, NJ, USRequisition ID: 2524 Radius Global Solutions is a leading provider of integrated omnichannel customer engagement services and technology.Our executive team has been together since 1995 and continues to expand and advance the company's capabilities. We have 4,000+...
-
Client Service Representative
4 days ago
Minneapolis, United States VCA Animal Hospitals Full timeVCA Animal Care Hospital in Richfield, MN is growing and looking to for a Client Service Representative to join our team We are located in Richfield MN. Richfield is a small suburb of Southeast Minneapolis and is conveniently close to all major highways. The Airport, Minnesota Valley National Wildlife Refuge Education/Visitor Center (14,000-acres) and The...
-
Client Service Representative
1 week ago
Minneapolis, Minnesota, United States VCA Animal Hospitals Full timeVCA Animal Care Hospital in Richfield, MN is growing and looking to for a Client Service Representative to join our teamWe are located in Richfield MN. Richfield is a small suburb of Southeast Minneapolis and is conveniently close to all major highways. The Airport, Minnesota Valley National Wildlife Refuge Education/Visitor Center (14,000-acres) and The...
-
Client Service Representative
1 week ago
Minneapolis, Minnesota, United States VCA Animal Hospitals Full timeVCA Animal Care Hospital in Richfield, MN is growing and looking to for a Client Service Representative to join our teamWe are located in Richfield MN. Richfield is a small suburb of Southeast Minneapolis and is conveniently close to all major highways. The Airport, Minnesota Valley National Wildlife Refuge Education/Visitor Center (14,000-acres) and The...
-
Client Service Representative
2 weeks ago
Minneapolis, United States VCA Animal Hospitals Full time**VCA Animal Care Hospital** in Richfield, MN is growing and looking to for a Client Service Representative to join our team! We are located in Richfield MN. Richfield is a small suburb of Southeast Minneapolis and is conveniently close to all major highways. The Airport, Minnesota Valley National Wildlife Refuge Education/Visitor Center (14,000-acres!) and...
-
Family Service Client Service Representative
2 weeks ago
Minneapolis, United States Salvationarmytucson Full time** Family Service Client Service Representative** Job Category: Social Services Requisition Number: FAMIL005482 Showing 1 location Job Details Description LOCATION: Albuquerque, New Mexico STATUS: Part-time, up to 28 hours per week MISSION STATEMENT: The Salvation Army, an international movement, is an evangelical part of the universal Christian Church....
-
Client Services Representative
1 month ago
Minneapolis, United States OneOme Holdings LLC Full timeJob DescriptionJob DescriptionABOUT OneOmeWe are a healthcare technology company that helps providers make better treatment decisions when prescribing drugs within their current workflow through genetic testing and clinical decision support. OneOme’s pharmacogenomics (PGx) solution combines a patient’s genetic profile and medical history with a curated...
-
Client Services Representative
3 weeks ago
Minneapolis, United States OneOme Holdings LLC Full timeJob DescriptionJob DescriptionABOUT OneOmeWe are a healthcare technology company that helps providers make better treatment decisions when prescribing drugs within their current workflow through genetic testing and clinical decision support. OneOme’s pharmacogenomics (PGx) solution combines a patient’s genetic profile and medical history with a curated...
-
Client Service Representative
1 month ago
Minneapolis, United States Feldmann Imports Full timeFeldmann Imports Mercedes-Benz is looking for the best and brightest to become part of our winning Client Care Department! If you have experience in any industry or organization that focuses on providing guests with a superior experience, then we encourage you to apply today. The right candidate is a positive, innovative team player that shares our passion...
-
Client Service Representative
3 weeks ago
Minneapolis, United States Feldmann Imports Full timeFeldmann Imports Mercedes-Benz is looking for the best and brightest to become part of our winning Client Care Department! If you have experience in any industry or organization that focuses on providing guests with a superior experience, then we encourage you to apply today. The right candidate is a positive, innovative team player that shares our passion...
-
Client Representative
1 week ago
Minneapolis, Minnesota, United States Gypsum Consulting Full timeWhat are you looking for in a new job? Experience? Development? Energetic work environment? Advancement? A place to get your foot in the door? Whatever it is, we can assure you that Gypsum Consulting Inc. can provide it We are currently interviewing for an Entry Level Client Representative whom we are looking to train in every aspect of sales, marketing,...
-
Client Representative
1 week ago
Minneapolis, Minnesota, United States Gypsum Consulting Full timeWhat are you looking for in a new job? Experience? Development? Energetic work environment? Advancement? A place to get your foot in the door?Whatever it is, we can assure you that Gypsum Consulting Inc. can provide it We are currently interviewing for an Entry Level Client Representative whom we are looking to train in every aspect of sales, marketing,...
-
Client Services
1 week ago
Minneapolis, Minnesota, United States Paladin Technologies Full timeThe Client Services & Dispatch Representative is responsible for managing the life of a client ticket for service or repair. The role encompasses a range of duties including project coordination to support the Client Services Department, customers, and colleagues. This individual will be responsible for supporting actions such as dispatching technicians,...
-
Client Services
4 weeks ago
Minneapolis, Minnesota, United States Paladin Technologies Full timeThe Client Services & Dispatch Representative is responsible for managing the life of a client ticket for service or repair. The role encompasses a range of duties including project coordination to support the Client Services Department, customers, and colleagues. This individual will be responsible for supporting actions such as dispatching technicians,...
