Remote Client Service Specialist | WFH

Job Overview

Join a distinguished wealth management firm, part of a prominent national group, as a Client Service Specialist. This position offers the flexibility of remote work with a primary base of operations in our Minneapolis office. We pride ourselves on providing a nurturing and ambitious environment, fostering significant career progression for our team members.

Our organization excels in delivering comprehensive financial planning and wealth management services, dedicated to assisting families and professionals in harmonizing their financial strategies with their core values and aspirations. We craft personalized financial solutions that are resilient and adaptable, empowering our clients to savor life’s journey both now and for future generations.

Key Responsibilities

• Serve as the primary point of contact for clients, providing outstanding customer service with professionalism and efficiency.
• Facilitate effective communication with clients through various channels, including phone, email, and in-person interactions.
• Aid in the management of our Client Relationship Management (CRM) system, ensuring adherence to standards and best practices.
• Maintain accurate client case notes and follow-up procedures within the CRM framework.
• Address daily service inquiries from clients, demonstrating a proactive and positive approach.
• Process all insurance and investment documentation and applications in a timely manner.
• Guide clients through the processes of opening investment accounts and navigating insurance underwriting.
• Contribute to special projects and assist with additional responsibilities as needed.
  
  

Required Skills

• Exceptional attention to detail with the ability to work independently and accurately.
• Proven organizational abilities, capable of multitasking while managing priorities effectively.
• Strong verbal and written communication skills.
• Adaptability and resilience in a dynamic, fast-paced environment.
• Commitment to maintaining confidentiality in all client interactions.
• Enthusiasm for continuous learning and professional development in finance.
  
  

Qualifications

• Bachelor's degree or relevant work experience.
• Willingness to obtain the Minnesota State Life, Accident & Health License within 90 days.
• Willingness to secure FINRA SIE, Series 7, & 63 licenses within one year.
  
  

Career Growth Opportunities

Our firm is devoted to the professional growth of its employees. You will find numerous opportunities to advance your career while enhancing your financial acumen and pursuing relevant certifications in a supportive environment.

Company Culture And Values

Our core values are integral to our success:

• Do Better: We are committed to continuous improvement and growth.
• Collaborative: We value team collaboration for optimal outcomes.
• Generosity: We contribute our time, talents, and resources for the greater good.
• Don't Pass the Buck: We take accountability for our actions and resolutions.
• FUN!: We foster a lively workplace culture that appreciates creativity and camaraderie.
  
  

Compensation And Benefits

• Competitive starting salary of $50,000 with performance-based incentives.
• Retirement savings plan with firm matching.
• Comprehensive health, dental, and vision insurance.
• Disability insurance coverage.
• Flexible Paid Time Off (PTO) policy.
• A strong commitment to your professional development and growth.
  
  

Employment Type: Full-Time