Pro Staff

Client Service Associate

Employer
Pro Staff
Location
Eden Prairie, MN
Posted
Dec 05, 2018
Closes
Jan 04, 2019
Ref
348392
Contact
Pro Staff
Category
Other
Job Type
Employee
Employment Status
Full Time

In partnership with a growing wealth management company in Eden Prairie, Pro staff is now hiring a Client Service Associate! This role will require overseeing all client activities and communication, as well as providing administrative support to the financial officers. Candidates should be client focused, highly organized, motivated to learn and very comfortable with financial math. Relevant experience in the financial services industry preferred.

Pay: $16-18/hour

Hours: Regular Business Hours

Responsibilities:

  • Schedule and confirm meetings with clients
  • Give administrative assistance in tasks related to Financial Planning, Portfolio Advisory and Insurance Advisory
  • Assist in daily activities aiming to expand client relationships and facilitate growth
  • Requirements:

  • Minimum high school diploma or equivalent, higher education preferred
  • Proficiency in Microsoft Office Suite
  • 1-3 years of administrative experience
  • If you are interested in being considered for this opportunity, apply now! For questions or further information please call 952-975-0106.

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