Client Service Associate

1 week ago

Minneapolis, MN, United States Larson Wealth Partners, LLC Full time

A financial services company in Minneapolis is looking for a Client Service Associate to manage client service operations. The role involves direct client interaction, ensuring smooth processing of investments, and detailed recordkeeping. Candidates should have a four-year degree or equivalent experience, along with familiarity with the insurance and financial services industry. Expected skills include Salesforce proficiency, strong communication, and an ability to maintain confidentiality. The position offers a stability-focused salary package with performance-based rewards.

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