Doherty Staffing Solutions

Clinic Service Assistant

Saint Cloud, MN
Depending on Qualifications
Apr 17, 2017
May 20, 2017
Job Type
Employment Status
Full Time
Doherty Top Talent has partnered with an established financial company looking to fulfill a Client Service Associate need. The ideal candidate will have a minimum of a 2 year degree in Finance, Accounting, or Business along with strong customer service skills and a passion for the financial industry.Daily Responsibilities include:Meet daily with advisor to coordinate advisor workflow and receive advisor work requests.
Review appointment schedule with advisor and gather or prepare any additional materials needed or requested by advisor.
Complete work requests and serve as the advisor's workflow liaison with other staff.
Handle service calls from clients, corporate office, or other professionals.
Record all client communication and interaction in Contact Manager.
Complete client investment transactions as directed by an advisor.
Compose client correspondence (letters, memos, faxes, etc.) as requested.
Resolve client issues and call client back when problem has been resolved.
Involve advisor when needed to assist in client issue resolution process.
Complete forms and applications following client appointments.
Submit all new business applications and checks to the corporate office in a timely manner according to company procedures.
Track all pending transfers of client assets and other transactions as needed.
Contact Manager Database clean-up of clients no longer active, etc.
Retainer client follow-up for clients who have not scheduled their annual NaviPlan Review meetings.
Other projects or duties as requested by primary financial advisor or other members of the firm.
Job RequirementsMust have a minimum of 2 years post-secondary education.
One or more years' experience in financial planning business is desirable.
Must hold the Series 7, 66 and MN life/health and variable annuity licenses or plan to obtain with 6 months.
Should be detail-oriented and able to prioritize work. Should be able to work in an unstructured environment with critical time demands. Time management is a must.
Good oral and written communication skills. Must be able to work one on one with advisor in a time sensitive capacity.
Must have strong personal computer skills with high proficiency in Microsoft Word and Excel.
Flexibility to work in a changing environment with the ability to interact effectively with all team members.
Must maintain client and business confidentiality.To submit yourself as a candidate for the Client Service Associate position, please first apply online at then contact the Doherty St. Cloud office at 320-257-2271.Doherty Staffing Solutions is an Equal Opportunity Drug Free Employer. Women, Veterans, and Disabled are encouraged to apply.
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