Client Service Representative
2 days ago
We are seeking a highly skilled Client Service Representative to join our team at Northern Prairie Financial LLC. As a Client Service Representative, you will play a critical role in supporting our financial advisors and clients in achieving their financial goals.
Key Responsibilities:- Support the role of 2 full-time advisors and firm owners
- Assist advisors and team in delivering great service to clients in the investment arena of the practice
- Process new account applications and account service requests accurately, efficiently, and with a sense of urgency
- Build out investment proposals and recommendations with advisors' guidance and coordinate with the team
- Administrative duties - answering phone, scheduling appointments, and preparing for client meetings
- Follow up on numerous daily service tasks for clients and advisors
- Problem solve client inquiries and requests with a sense of urgency
- Work in, maintain, and improve firm's client relationship management (CRM) software
- Perform other duties as assigned by advisors and team lead
- 2 years of financial services industry experience is recommended
- Previous experience in customer service, sales, or other related fields is a plus
- Ability to build rapport with clients
- Ability to prioritize and multitask
- Positive and professional demeanor
- Excellent written and verbal communication skills
- Compliance with all operating policies and procedures
- Understanding and commitment to a Business Professional workplace environment
- Self-motivation and flexibility
- Strong interpersonal skills, commitment to a collegial work style, and mutual accountability
- Ability to manage time to accommodate priorities of fast-paced advisors
- Either a Two or Four-year degree
- Excellent communication skills, strong written and verbal
- Superior attention to detail
- Positive attitude
- Previous experience with Microsoft Office Suite to specifically include Outlook, Excel, PowerPoint
- Previous use with CRM is helpful
- Must be a critical thinker and problem solver
- Salary adjusted for experience. Looking at starting at $50,000+ depending on industry experience and knowledge
- Health, Vision, Dental Insurance (Company paid 50%), Life & Disability Insurance (Company paid 100%)
- Retirement Plan Match (Safe Harbor match up to 4%)
- Start at 10 PTO days a year and growing with years of service
- Additional 10 paid Holidays per year
- Numerous firm events throughout the year: Happy Hours, Birthday Lunches, Summer and Christmas parties
- Work Hours - Full Time - Monday to Friday, 8am - 4:30PM
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