Job Title: Client Service Assistant

Company: iWealth

Location: Waseca, MN

Job Description: We are seeking a highly detail-oriented and organized individual to join our team as a Client Service Assistant. The ideal candidate will demonstrate our core values each day with our team and clients (humble, hard-working, trustworthy, client-centered, servants heart). The primary responsibilities of this position include:

• Preparing and completing paperwork, including working side-by-side with clients and advisors

• Following up and completing tasks identified by advisors from review meetings with clients

• Providing accurate information to callers/clients based on our established procedures

• Adhering to and reporting appropriately for compliance-related activities

• Updating client files• Using systems/technology established in the office

• Assisting with administrative tasks, including greeting walk-ins, answering the phone, opening/closing the office as needed, completing research activities as assigned, participating in iWealth events (summer picnic, iShred event, etc.), printing/imaging/copying as needed, as well as other tasks as assigned.

The successful candidate will have a high level of confidentiality and demonstrate good computer skills. Experience working with complex forms and paperwork is preferred, but not required. This person must be able to problem-solve and demonstrate a high level of follow-up and completion of tasks, and attention to detail.

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Paid time off

Compensation package:

• Quarterly bonus

Experience:

• Customer service: 1 year (Preferred)

Ability to Commute:

• Waseca, MN (Required)

Work Location: In person