Client Services Associate

4 days ago

Minneapolis, MN, United States Henderson Search & Consulting Full time

Are you a Client Services Associate with aspirations of meaningful career growth in the financial services industry? Want to be part of a faith-based team focused on helping people build their future? Read on

Our client, a growing financial advisory firm in downtown Minneapolis, is seeking a skilled Client Services Associate to join their expanding team.
As an integral part of the team, you would:

Responsibilities
  • Work collaboratively with two financial advisors and the CSA department
  • Assist with the processing of matters involving insurance, annuities, 401Ks, RMDs, rollovers
  • Serve as the main point of contact for clients via phone and email
  • Manage schedules, CRM tasks and workflows, documents, correspondence, forms, and more
Qualifications
  • Two-plus years of financial experience (ideally in the wealth management space)
  • Bachelors degree required
Benefits
  • Medical insurance
  • Vision insurance
  • 401(k)
  • Tuition assistance
  • Disability insurance

Location and Compensation

Minneapolis, MN $40,000.00-$80,000.00

If this sounds like you, let's talk

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