Client Services Administrator
Haukedahl Financial Services is a well-established boutique financial services firm (20+ years) that provides financial and investment advice to successful individuals and businesses in the Twin Cities and throughout the United States. We strive to provide excellent personalized client service.
Responsibilities include direct client interaction via phone & email on a daily basis, dealing with a number of computer programs including specialized financial services programs, and assisting with compliance.
We are looking for someone with the following attributes: commitment to providing a very high level of client service, excellent attention to detail with the ability to independently follow through, ability to multi-task, strong written and oral communication skills, positive attitude, flexible with a willingness to learn, technology skills, including the use of various computer programs (i.e., Outlook, Work, Excel, Quickbooks.) A Bachelor’s degree is preferred; experience in the financial services industry is desirable but not required.
Please respond (including resume) to Aaron@HaukedahlFinancial.com