Client Service Representative

2 days ago

Saint Paul, Minnesota, United States Northern Prairie Financial LLC Full time
Job Title: Client Service Representative

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
Requirements:
  • 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
Benefits & Compensation:
  • 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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