Job Description

Choose a job you love, and you will never have to work a day in your life. — Confucius

Client Service Professional

  • Job Tag: #LI-MH1
  • Posted: June 16,2022

One of my best clients is looking to hire a newly created Client Service position. My client is a reputable investment firm located in the Twin Cities. They have an awesome culture and great leadership team. They've been around for over 40 years and have been growing rapidly. They have unlimited PTO, flexible work schedule, and a very hybrid schedule. If you're looking to work in the investment space, I can't think of a better local company to work with. 


? Organize and prioritize timely and professional response to verbal and written requests from clients ? Collaborate with relationship managers to prepare materials for client meetings and complete follow up activities ? Facilitate onboarding new client relationships including completion of custodial paperwork and internal contracts ? Responsible for interactions with client custodians for completing ongoing account maintenance and requests including cash, stock, and account transfers, and account changes ? Update, maintain, and utilize our CRM system to maximize the client experience through systematically leveraging relevant data ? Prepare client reports and seek ways to improve the production process ? Monitor various reports to identify data quality issues and coordinate resolutions ? Work to improve efficiencies and maintain compliance standards ? Assist in operational marketing functions such as production of RFPs and updating various databases

Desired Skills and Experience

? Understanding of practice management systems, CRM, and custodian advisor systems ? Ability to prioritize and manage multiple tasks in a fast-paced environment ? Superior communication skills with the ability to work well under pressure ? Excellent organizational skills and attention to detail ? Takes initiative to learn and promote adoption of systems and workflows ? Excels in a small team environment and ability to adapt to change ? Meets deadlines with efficiency and accuracy

Submit Your Resume

Attach a resume file. Accepted file types are DOC, DOCX, PDF, HTML, and TXT.

We are uploading your application. It may take a few moments to read your resume. Please wait!

visit us

601 Carlson Parkway | Suite 150 Minneapolis, Minnesota 55305

call us


stay connected