Financial Client Service Assistant

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Job description

Join the Financial Industry as a Client Service Professional. We offer a competitive salary, generous incentive compensation and full benefits including, 401k, profit-sharing and health insurance. Get paid and rewarded for your work and the success of your team.

Entry level and experience positions available with training along a full career path for advancement and earnings potential. Highlights include:

Client Interaction: create an impression by answering phones and greeting clients in a pleasing and professional manner. Prepare and process correspondence. Assist clients with basic needs: providing account balances, documents, appointment setting and confirmation. Document client interactions.

Operations: Process documentation on new and existing client account, open new accounts within the system, participate in client onboarding experience. Maintain industry and client files. Create reports needed by the team to manage specific areas of business. Reconcile items for attention from corporate office. Interact with vendors to maintain relationships and schedule advisor interactions.

Marketing: Maintain literature library, assist with marketing campaigns and client events. Coordinate compliance approvals to maintain industry standards.

Office Management Team: Assist with design and implementation business processes. Create and maintain inviting atmosphere for clients and personnel including beverage service, meeting preparation, and follow-up. Create meeting minutes and agendas.

*Full training will be provided. Industry experience is not necessary.

*No sales required for this role.

Want more? This position provides for those who excel by providing additional training and upward mobility through the company as well as additional compensation.

If you are confident in your professional office skills, are driven by your core values, and can provide executive level support in a high pressure professional environment then we want to meet with you.

Send Resume and Cover Letter to

Brien Krank

Managing Partner

300 NP AVE, SUITE 108

FARGO, ND 58102