Overview
Office Coordinator: Financial Services Jobs in Wayzata – Minnesota – USA at Talent Link
Location: Wayzata
Job Description
Job Description
We have an immediate need for a Client Associate at our Wealth Management firm located in downtown Wayzata. The position will be Monday – Friday 8 am – 4:30 pm and the pay range is $25 – 30/hr. depending on experience.
We are looking for someone who is honest, friendly, outgoing, organized and a team player. Must have goodcommunicationand organizational skills. Conducts criticalclient supportand will work in tandem with the advisors while also managing the office needs. This position has the potential for contract to hire.
Responsibilities:
· This role is all about making the best client experience, going above and beyond to ensure clients are comfortable, cared for, and adding personal touches.
· Provide operational support associated with new and existing clients, including on-boarding, correspondence, preparation and execution of firm specific documentation
· Interact with clients, process client requests and answer basic client inquiries in a timely manner
· Provide direct support to all financial advisors.
· Assists with marketing efforts including website, campaigns, seminars, and client events
· Processes, tracks, and follows up on client documentation
· Welcoming new and existing clients
Qualifications:
· Proven work experience as a Client Associate
· Proficiency in Microsoft Outlook, Word, Quick Books, Smart Station and Excel
· Excellent written and verbalcommunication skills
· Organizational skills
·Multitaskingand time-management skills, with the ability to prioritize tasks
· Ability to handle pressure and demanding situations with resourcefulness, tact, and confidence
· Proficiency in Microsoft Outlook, Word, Excel, and Smart Station
· Organized, meticulous, detail oriented and able to multitask
· Personable, approachable with apositive attitude
Please submit a resume to apply.
Thanks!
Company Description
Excellent temp to hire opportunity with a great company!
Company Description
Excellent temp to hire opportunity with a great company!
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Title: Office Coordinator: Financial Services
Company: Talent Link
Location: Wayzata – Minnesota – USA
Category: Administrative/Clerical
