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Posted: Wednesday, February 28, 2018 1:16 AM

DescriptionWe are seeking a Wealth Advisory-Client Service Coordinator (CSC) for ourMinneapolis office. The CSC reports to a Principal wealth advisor and is responsible for supporting a regional wealth advisor team and working with other regional operations staff on client service matters and operations through timely, courteous, respectful communication. Key responsibilities include scheduling, processing and tracking business paperwork, scheduling client appointments, resolving issues, meeting preparation, data entry, compliance requirements and a point of contact for clients.Successful candidates will be highly dependable, trustworthy, and have exceptional organizational and proofreading skills. Attention to detail and accuracy, leadership skills, strong project management abilities are also critical to meeting and exceeding expectations in this role. Must be skilled at Microsoft office including a high proficiency in Excel, Word, and Outlook, able to handle multiple responsibilities and consistently follow high standards of business/professional ethics when dealing with others and performing work activities. Exceptional time management skills required. Must have 2+ years of similar work experience in financial services industry or related field.OPERATIONAL RESPONSIBILITIES:Set up and maintenance of client files, generation of new account paperwork, account transfer tracking, and report generationData entry and maintenance of CRM database managementReview and update client information in multiple databases as needed for client review meetingsReach out to clients for various operational tasks relating to the financial planning and investment advisory processWork with the wealth advisors and client service teams to support all operational needs on all advisory and planning businessRespond to general inquiries concerning departmental activities and operations by relating or referring to established policies and procedures.CLIENT SERVICE RESPONSIBILITIES:Manage and resolve client service problemsSchedule and confirm meetings, answer phones, work with other team members as needed.Work with the wealth advisors to prepare for meetings; attend meetings as/ if needed.Complete letter templates, mail correspondence to clients and maintain CRM database.Perform other job-related duties and/or special projects as required.RequirementsExperience:Prior financial or professional services experiencePrevious experience in an operational support role is strongly preferredStrong computer and word processing skills, including Microsoft Word, Excel, and PowerPointKnowledge of Custodial Institutional system preferred (Schwab, Fidelity, etc.)CRM software knowledge a plusStrong with numbers, attentive to detail and accuracy, possesses high energy, and proficient with multi-taskingExcellent oral and written communication skills as well as excellent interpersonal skillsAbility to respond in a timely manner, organize tasks, manage time, and prioritize projects with the focus on the needs of the clientAbility to work effectively and efficiently with staff and clients, and adjust to changing prioritiesAbility to work independently as well as function in a team frameworkAbility to maintain confidentialityEducation:High school Diploma or equivalent required.College degree preferredPara planner certificate or Series 7 or equivalent preferred


• Location: Minneapolis / St. paul

• Post ID: 30042092 minneapolis is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2018