Client Review Specialist

2 days ago


Minneapolis, Minnesota, United States Henderson Search & Consulting Full time
Company Overview:

Henderson Search & Consulting's client is a faith-based financial advisory firm that aims to deliver exceptional client experiences. This is a unique opportunity to work with a talented team and contribute to the company's growth.

Job Description:

As a Client Review Specialist, you will play a crucial role in assisting financial advisors with client review preparation and follow-up. You will also be responsible for running financial reports, preparing financial packets, and conducting special research projects.

Compensation:

The estimated salary for this role is between $60,000 and $80,000 per year, depending on experience. The company offers a competitive benefits package and flexible working hours.

Requirements:
  • Bachelor's degree
  • At least 1 year of experience in financial services


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