Senior Client Services Representative – Finance

Senior CSR – Finance

Location: In-office; New Brighton, MN

Status: Full-time, in the New Brighton office

Hours: Mon-Fri 8am-4:30pm

Compensation: $65,000 – $80,000, based on experience


The best and brightest always have choices in the wealth management arena. Working with our client is an investment in your future that will reap rewards for years to come.

We are a close, tightly knit team that works together to deliver high-quality financial planning services to our clients. We bring our values to work each day: reliability, appreciation, insistent accuracy, critical-thinking and problem-solving, awareness of prominent issues, and enthusiasm for the opportunities each day presents. Being a trusted advocate for one of life’s most precious and important resources—financial security—is a high honor. We are looking for an individual who shares our values and wants to share in that honor.

We are excited to announce a new opportunity for an additional team member to join our team. If you have experience as a Senior Client Service Representative and want to help to provide a high-quality experience for clients, we want to hear from you, so please get in touch today as we would like to meet the very best candidates immediately.

In this role, you can expect to:

  • Handle client service requests
  • Open accounts, place trades, and process money movements
  • Manage incoming calls
  • Respond to client inquiries
  • Manage the processing of death claims
  • Conduct research support
  • Correspond with clients
  • Maintain client records
  • Produce client deliverables in a timely, accurate, and informative manner
  • Continuously maintain relationships with clients, understanding and responding to their unique circumstances
  • Stay current on trends and regulatory requirements within the financial planning arena
  • Work together with the team to continually strive to do the right thing the right way

Qualifications for this opportunity include:

  • Bachelor’s degree required
  • Two+ years of experience in a financial planning firm – client servicing role
  • Series 7 and 66 (or 63 and 65) required
  • Excellent written and oral communication skills
  • Relationship management skills
  • Attention to detail
  • Ability to perform under pressure
  • Positive attitude and enthusiasm
  • Confidence and adaptability
  • Desire to contribute
  • Drive to help clients and co-workers
  • Professionalism
  • Strong problem-solving and critical-thinking skills
  • Ability to anticipate future steps necessary to accomplish tasks
  • Ability to deal with ambiguity in a positive way
  • Excellent organizational skills and ability to prioritize and multi-task
  • Proficient computer skills, experienced in Microsoft Office Suite and DocuSign

We are committed to sourcing a diverse pool of applicants from various backgrounds. We urge all qualified individuals to apply and learn more about what we have to offer. Please see if we might be an attractive fit for both you and us. We look forward to meeting you!


Powered by JazzHR







Leave a Reply

Your email address will not be published. Required fields are marked *