4 Client Services Associate Jobs in Plymouth, MN
Berger Financial Group is Hiring a Remote Client Services Associate
Description
Are you ready to kick-start your career in the financial services industry? Berger Financial Group is seeking a detail-oriented and dedicated individual to join our Central Services Team as a Client Services Associate. This role will offer you a unique opportunity to be a part of our ever-evolving financial firm as well as the ability to grow alongside motivated peers.
Why work here?
• Competitive pay
• 100% Employee Owned (ESOP)
• Flexible Working Options
• 12 Paid Holidays & 15 Days of PTO to start
• Company Paid STD, LTD & Life Insurance
• FREE Financial Planning & Tax Preparation Services
• Continuing Education Funding
Work Schedule:
• Monday - Friday, 8:00am - 4:00pm
• Ability to work from home 2 days per week after training (headquartered in Plymouth, MN)
Responsibilities:
• Preparing essential account applications, including new account setup, asset transfers, and more, while maintaining regular communication with clients and advisors.
• Meticulously managing and organizing client documentation within our systems.
• Handling sensitive and confidential information with the highest level of discretion.
• Developing a strong understanding of the financial world and our unique process.
• Providing support for special projects and research when needed.
Requirements
• Bachelor's degree in Finance, Economics, Business or similar.
• Excellent written and verbal communication skills for maintaining strong, professional client relationships.
• Strong computer skills to navigate the latest financial tools and technology.
• A proactive problem-solving approach and the ability to seek innovative solutions.
• Exceptional organisational skills and a strong attention to detail.
• A willingness to cross-train in different departments, enhancing your skill set.
• The openness and ability to learn and leverage new technologies.
Meet BFG:
Headquartered in Plymouth, MN, BFG & has expanded to 7 other locations throughout the U.S. including, 3 in Minnesota, 2 in Arizona, 1 in Vermont, 1 in Maine and 1 in Illinois. BFG remains the premier firm in this industry. Initially founded as a tax practice in 1981, BFG has broadened its services to include:
• Financial & Retirement Planning
• Portfolio Development & Management
• Income Tax Planning & Preparation
We value individuals who can adapt to change, work both independently and as part of a team, and are dedicated to building a long-term career with us. Join us, and together, we'll navigate the financial industry's future while fostering your professional growth. At Berger Financial Group your journey begins, and the opportunities are abundant.
Job Summary
Full Time
Business Services
$50k-65k (estimate)
05/23/2023
05/27/2024
bergerfinancialgroup.com
PLYMOUTH, MN
25 - 50
1981
LARRY BERGER
<$5M
Business Services
Related Companies
The job skills required for Client Services Associate include Client Service, Attention to Detail, Financial Services, Verbal Communication, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Services Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Services Associate positions, which can be used as a reference in future career path planning. As a Client Services Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Associate. You can explore the career advancement for a Client Services Associate below and select your interested title to get hiring information.
If you are interested in becoming a Client Services Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Services Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Services Associate job description and responsibilities
A client service associate works as a financial assistant and financial advisor to clients.
02/03/2022: Oklahoma City, OK
Client associates must also collect and analyze competitor data and client usage so that they create new business opportunities.
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Client services representatives manage client relationships and provide customer support.
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A client services associate prepares orders relating to buying and selling stocks and calculates the associated brokerage fees, transfer taxes and commissions.
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Provided daily financial transaction services for clients while delivering excellent customer care.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Services Associate jobs
These positions require familiarity with customer services tools and programs.
04/05/2022: Washington, DC
Client services associates also should have strong math, time management and critical thinking skills.
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These associates provide administrative and client support to financial advisers.
03/03/2022: Jacksonville, FL
Client Services Associate must be excellent communicators capable of leading a team.
02/25/2022: Jackson, MS
And strong client relations skills are key to building and maintaining long-lasting business relationships.
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Step 3: View the best colleges and universities for Client Services Associate.
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