Experienced Client Service Associate

4 days ago

saint paul, United States TalentLink Solutions Full time

We are a comprehensive, fee-only financial planning and investment firm located in downtown St. Paul. Our team is committed to providing clients an integrated wealth planning experience with high-touch service, as one trusted advisory firm. We’ve grown considerably, primarily through word of mouth, and currently manage nearly $1B in assets, with just over 20 employees. We care about our team and offer a comprehensive benefits package and a hybrid work schedule for flexibility.


We are looking for an experienced Client Service Associate to join our centralized support team, helping with a variety of administrative support and client-facing duties. In addition to having a strong working knowledge of industry software, systems and processes, you are exceptionally organized, have amazing attention to detail, and are committed to delivering a smooth and confidence-inspiring experience for our clients with every interaction. Whether it’s completing paperwork and tasks, onboarding new clients, handling service requests, scheduling or preparing for meetings, you tackle it with a service heart and an accuracy and efficiency that can’t be beaten. Being your proactive self, you look for ways to take care of as much as possible so the advisory team can focus on clients. Your personal drive and initiative are what will make you successful on our team


Client Service Associate duties include:

  • Ensuring an outstanding client service experience for internal and external contacts
  • Completing client transaction requests (wires, ACH, IRA distributions), tracking status and to ensure accurate resolution
  • Onboarding new clients, including training on portal and online account access
  • Assisting with meeting preparation and follow up
  • Solving problems and providing accurate and timely follow up
  • Greeting clients, maintaining a welcoming and professional atmosphere
  • Scheduling client meetings and sending appointment reminders
  • Reviewing and confirming daily reporting numbers, custodial alerts, and information updates
  • Serving as a liaison for external vendors, third party authorities, and financial custodians
  • Updating and ensuring data accuracy in client database/CRM
  • Coordinating general office duties such as ordering supplies, overseeing client mailings, and maintaining office and kitchen areas
  • Training new team members as needed
  • Acting as seasonal backup and departmental liaison to the tax department
  • Assisting with departmental special projects and other duties as assigned


Client Service Associate qualifications include:

  • Bachelor’s degree highly preferred, or equivalent work experience
  • 3+ years of client service and operations experience in wealth management or financial planning highly preferred
  • Understanding of financial planning concepts and/or brokerage operations (various account types and purposes) highly preferred
  • Familiarity with Salesforce, Tamarac, or similar softwares preferred
  • Advanced level proficiency in Microsoft Office
  • Experience working with Schwab as custodian preferred
  • Solid verbal and written communication skills across varying mediums and with a wide variety of stakeholders
  • Desire to play a role in process improvement via new technologies and concepts
  • Ability to showcase successful time management and task prioritization to champion client needs


This position is intended to be an on-site, public-facing role; however, we are open to flexibility in working hours and location, including a hybrid schedule, as scheduling and job responsibilities permit.

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