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Client Service Administrator

New Brighton, MN

Posted: 05/23/2024 Employment Type: Direct Hire Category: null Job Number: a0CUm000017sxJyMAI Pay Range: $0 Location Requirements: Onsite Industry: Financial Services

Job Description

A reputable financial services firm in New Brighton, MN is searching for a dedicated and tech-savvy Client Service Administrator to join their team! They are looking for someone with at least 2 years of experience at a financial planning firm who is passionate about providing quality client service. If you are detail-oriented with strong communication skills and enjoy working in a fast-paced setting, this role offers you the chance to benefit from excellent training to grow and develop your career in the financial services industry with the chance to move up!

Client Service Administrator Requirements:

  • 2+ years of experience in a financial planning firm
  • Bachelor s degree or Associate s degree, or 5-6 years of industry experience
  • Proficiency in Microsoft Word, Outlook, Excel, and Teams
  • Familiarity with Calendly, ShareFile, and DocuSign is preferred
  • Series 7 and 66 licenses are a plus
  • Strong communication, writing, and critical thinking skills

Client Service Administrator Responsibilities:

  • Open accounts, place trades, and handle money movements
  • Manage incoming calls and process death claims
  • Oversee office systems, equipment, and supplies
  • Maintain client records and run office-wide database reports and projects
  • Provide backup support to other Client Service and Operations team members
  • Foster and maintain strong client relationships
  • Stay updated on industry trends and regulatory requirements
  • Collaborate with the team to ensure high standards of service and efficiency
  • Handle general office administration tasks, including scanning documents and managing supplies


  • Medical, Dental and Vision insurance
  • 401 plan
  • 3 weeks PTO plus paid federal holidays
  • Potential for 1 day remote after training period
  • Friendly culture where the team stays current, thinks outside the box and looks for ways to improve
  • Great training and growth opportunities

Apply now!


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About New Brighton, MN

Discover exciting job opportunities in the vibrant area surrounding New Brighton, Minnesota! Nestled in the Land of 10,000 Lakes, this charming city offers a perfect blend of small-town charm and big-city amenities. With its close proximity to the Twin Cities, job seekers can enjoy a plethora of career growth opportunities while savoring the unique culture and picturesque beauty of the region. Explore local landmarks like Long Lake Regional Park, catch a show at the historic Mounds Theatre, or cheer on the Minnesota Twins at Target Field. Don't miss out on the delectable cuisine, art galleries, and outdoor recreation this area has to offer. Take the next step in your career journey and browse our job listings in New Brighton, MN today!
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