Client Services Professional

5 days ago


Rockville, Minnesota, United States MV Financial Group, MV Capital Management Inc. Full time

At MV Financial Group, we are seeking a highly skilled Client Services Professional to join our team. As a key member of our operations department, you will play a critical role in delivering exceptional client service and support.

About the Role

This is a full-time position that offers a competitive salary range of $65,000 - $85,000 per year, depending on experience. Benefits include health, dental, 401(k) matching, and more.

Key Responsibilities
  • Interface directly with clients to complete service requests and resolve any issues that may arise.
  • Assist in coordinating operational procedures, including reporting and cash management within client accounts.
  • Work closely with our financial advisers to provide essential support and maintain high-quality client relationships.
  • Manage data within portfolio management software, ensuring accurate reconciliations and timely completion of tasks.
  • Collaborate with various programs, including Microsoft Office, Tamarac, and Emoney Advisor.

Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm are required. Prior experience working with portfolio management software is also essential.



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