What are the responsibilities and job description for the Licensed Client Services Associate position at Central Choice Financial?
Location: Brainerd, MN
Employment Type: Full-Time
Salary: Competitive, based on experience
Benefits: Full Benefits available January 1, 2027
Central Choice Financial is looking for a friendly, organized, and motivated individual to join our team as a Licensed Client Service & Operations Associate.
This is a unique opportunity for someone who enjoys working with people but also has an interest in the financial services industry. You’ll be the welcoming face of our office while also assisting our team with investment account processing and administrative tasks.
What You'll Do
- Welcome and assist clients
- Answer phones and schedule appointments
- Provide excellent client service
- Assist with investment account paperwork and processing
- Help keep client records and office operations organized
- Work closely with our advisors and team to support our clients
What We're Looking For
- Securities licensed (or willing to obtain required licenses)
- Professional, friendly, and dependable
- Organized and detail-oriented
- Comfortable working with clients and technology
- A team player with a positive attitude
- Financial services experience is a plus, but not required
Why Central Choice Financial?
We’re a growing team that genuinely cares about our clients, our community, and each other. We believe in creating a positive work environment where people can learn, grow, and make a difference.
If you’re looking for a position that combines client relationships, financial services, and variety in your day-to-day work, we’d love to meet you!
Apply today and tell us a little about yourself.
Contact Us: Call 218-824-1431 and ask for Sylviane or email Sylviane at Sylviane@centralchoicefinancial.com for questions