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Client Service Associate

Company: Leading Financial Advisory Firm
Location: Burnsville
Posted on: September 22, 2022

Job Description:

Kusske Financial, a fast-growing financial advisory firm located in Burnsville, MN, is seeking a Client Service Associate to join our growing team. We are a firm that believes in educating our clients well and helping them understand their financial situation. We try to simplify our clients' lives by developing a roadmap for them to achieve their goals. We are looking for someone with the same mindset to join us as a full-time CSA. You will be working with our team under the direction of our Lead Advisors. As a small business, we all wear many hats and work as a tight-knit team. To learn more about the firm, please visit our website: kusskefinancial.com (https://www.kusskefinancial.com/)Salary & Benefits:

  • Starting salary of $50,000 to $65,000 per year, based on experience
  • Annual Bonus
  • Health insurance stipend
  • 401(k) with company match
  • PTO
  • All market holidays off
  • Flexible summer hours
  • Learning opportunities
  • Great working environment
  • Healthy work-life balance is a priority to us, and we want it to be a priority for you tooResponsibilities:
    • Populate and process client paperwork
    • Respond and execute on client requests
    • Assist in the maintenance of the firm document management system
    • Provide administrative support to the Lead Advisors
    • Process trades and rebalance on the Fidelity platform
      • Follow-up and document work as appropriate in our CRM (Redtail)
      • Attend and contribute to team meetings with the goal of improving efficiency
      • Assist where needed - we are a small team, and we all wear multiple hatsRequirements:
        • 2 years of experience in a professional office environment
        • Experience with web-based CRM or other similar software
        • Proficient with MS Word, Excel, and Outlook
        • Tech-savvy with the ability to quickly learn to navigate various web-based platforms
        • Positive, energetic, friendly, and client service-oriented
        • Detail-oriented and organized
        • Ability to follow procedures and see tasks and projects through to completion

          Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our consultant (who is the hiring manager for this position). If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates may be asked to take assessments. A background and credit check will be required.We are an Equal Opportunity Employer.

Keywords: Leading Financial Advisory Firm, Burnsville , Client Service Associate, Other , Burnsville, Minnesota

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