Client Service Associate

Minnetonka, Minnesota
Based on experience
Apr 05, 2021
May 05, 2021
Employment Type
Full Time
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

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