Client Service Associate
JOB PURPOSE:
Provide exceptionally friendly, helpful, high-quality and responsive service to our clients to maximize their satisfaction and earn their trust and confidence for long-term relationships.
RESPONSIBILITIES:
1. Client Service - 75%
Deliver exceptional service to our clients:
- Independently and professionally handle requests and account maintenance activity for existing clients.
- Help schedule and prepare for client portfolio review meetings.
- Greet clients and help with room setup for in-office meetings.
- Help ensure our main phone line is always covered by a live person during Allodium business hours.
- Send annual review booklets to clients.
- Review daily client account transactions for accuracy and verify deposits and other funds for investing.
- Execute trades for assigned clients.
- Prepare quarterly performance report emails for advisors.
- Ensure that client-related data is accurately maintained in our client relationship management (CRM) system, performance reporting system and document management system.
- Actively serve on Client Service Committee and other relevant committees based on duties and interests.
- Independently manage and/or assist with client-service related projects.
2. New Client Onboarding - 15%
Serve as a key player in onboarding new clients:
- Inform firm of prospective clients when applicable. (Bonus is available for eligible referrals who become clients.)
- Help Wealth Advisors with client onboarding activities and with setting up new client accounts.
- Independently manage onboarding tasks and ensure incoming account transfers are completed properly.
- Ensure that new client-related data is accurately set up in CRM and performance reporting systems.
3. Operations and Other - 10%
Lead or assist with a variety of operational tasks to help firm comply with our regulatory obligations and operate efficiently:
- Assist with compliance-related activities, as needed.
- Prepare client-related documents for scanning and assist with scanning documents for future reference, as needed.
- Help maintain a professional and well-organized office environment to leave a positive impression with our visitors.
MINIMUM QUALIFICATIONS:
- BA or BS degree, ideally in business or related field.
- 1+ year of client service experience with demonstrated client-service orientation and excellence.
- Ability to reliably work full-time 40-hour-per-week schedule Monday - Friday.
- Ability to work in Minneapolis office several days per week with remote work on other weekdays.
- Pleasant, professional and friendly manner with excellent interpersonal skills with clients and peers.
- Strong team player.
- Ability to work independently.
- Highly organized with proven attention to detail.
- Demonstrated reliability and punctuality.
- Demonstrated flexibility, versatility and ability to simultaneously juggle multiple priorities and projects.
- Proven analytical and independent problem-solving skills.
- Proficient with Microsoft Office and other office software and comfortable learning new technology tools.
- Proficient with office technology like computers, copiers, printers, scanners etc.
- Unquestionable personal and business ethics and integrity.
- Excellent written and verbal communication skills.
OTHER PREFERRED QUALIFICATIONS:
- 3+ years of client service experience in professional office environment, ideally in the financial services industry.
- Paraplanner or financial-planning experience and familiar with financial planning software.
- Experience with following websites and software:
- Schwab Institutional website or similar custodian client service platform.
- Black Diamond or similar portfolio management and performance reporting system.
- Wealthbox or similar CRM system.
- SharePoint or similar electronic document management system.
- Independent project management experience.
SALARY & BENEFITS:
Starting base salary commensurate with experience and qualifications. Bonus opportunity is available. Competitive benefits include paid time off and medical, dental, vision, life and long-term disability insurance and 401K with match opportunity.
HOW TO APPLY:
Please submit the following items to This email address is being protected from spambots. You need JavaScript enabled to view it. for consideration:
- Brief letter of introduction explaining your interest in this position and relevant key qualifications.
- Resume.
- Minimum salary and benefit requirements.