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Client Service Associate

Bloomington, MN 55431

Posted: 06/27/19 Industry: Other Job Number: 00005XKS Pay Rate: 50000.00
Are you an experienced client service finance professional looking to join a new investment firm? Do you excel at client support? THE RIGHT STAFF is currently supporting a local investment advisory firm with their search for a Client Services Associate. Our client strives to provide the best service and financial advice possible to their client base, this role is vital to the continued success of this mission. Ideal candidates will be familiar with all aspects of investment administration.

The Client Support Associate will be providing support to clients and a small team of financial advisors.

Job duties will include:
• Preparing account documents and related correspondence
• Open, maintain, and service brokerage accounts at Schwab Institutional
• Initiate and track account transfers
• Prepare files for client meetings and handle client meeting follow-up.
• Interact with back-office personnel
• Contact clients for information
• Cost basis research and calculation
• Process and monitor compliance related paperwork and tasks
• Monthly and Quarterly reporting
• Data input into portfolio management software
• Client file and database organization and maintenance
• Maintain client financial data
• Create and update spreadsheets

Qualifications of a Client Support Associate:
• Have a minimum of 2+ years of experience in related financial services field.
• Have experience with a financial CRM system, Juncture preferred.
• Have experience within a brokerage portfolio system, Schwab preferred.
• Must be proficient in Microsoft office products.
• Must be comfortable speaking with clients of all income levels
• Must have strong written communication skills
• Must be well organized, detailed, and analytical
• Possess an ability to maintain confidentiality with sensitive materials
• Capability to handle multiple projects/prioritize and meet deadlines
• Be comfortable in a small business environment

Benefits for the Client Support Associate:
• Direct Hire opportunity
• Bloomington, MN
• Fulltime, 1st shift hours.

Apply by sending resume to or call #952-546-1100 for more details.

THE RIGHT STAFF wants to help you succeed! Our team of seasoned professionals works to match you to the best job, best fit, and best location. Contract assignments to full-time permanent positions, we are here to assist you!

THE RIGHT STAFF is an Equal Opportunity Employer.
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