Client Service Associate
- Employer
- Marks Group Wealth Management
- Location
- Minnetonka, Minnesota
- Salary
- Based on experience
- Posted
- Apr 05, 2021
- Closes
- May 05, 2021
- Job Role
- Customer / Client Support Specialist
- Employment Type
- Full Time
- Level
- Experienced
- Experience Level
- 1-4 years
- CFP® Certification
- Not necessary
Marks Group Wealth Management is a Minnetonka-based Registered Investment Advisor with $1.5 bil AUM as of March 2021. The firm is growing rapidly through new client acquisition. There are presently twelve full-time employees.
We seek a career-oriented individual that can thrive in a collaborative environment and enjoys the challenges of providing exceptional service to our clients. Duties are varied and can include: preparation for client review meetings; meeting follow up; responding to client inquiries and maintaining and updating client files.
Core Responsibilities:
- Provide administrative and operational support to the firm’s advisors
- Respond to client requests in a timely and professional manner.
- Participate in essential office duties, such as answering and routing phones, responding to emails, and scheduling.
Required Skills:
- Detail-oriented and organized
- Excellent interpersonal, verbal, and written communication skills
- Ability to prioritize and complete tasks efficiently
- Self-motivated and focused
- Proficient in Microsoft Word, Excel, PowerPoint, and Outlook
- Process oriented and can work in a collaborative environment
Education and Experience:
- Bachelor’s degree preferred
- Minimum 3 years industry experience