Client Service Associate 1
Encore Financial Advisors
Plymouth, MN0–2 yrs1h agovia LinkedIn
About the Role
The Client Service Associate 1 is a full-time, on-site role located in Plymouth, MN. This position supports advisors and clients.
Key Responsibilities
- Manage daily client inquiries.
- Prepare account forms and documentation.
- Assist with scheduling meetings.
- Maintain accurate client records.
- Process account updates and service requests.
- Coordinate with custodians and third-party providers.
- Ensure timely follow-up on client needs.
- Assemble client meeting materials.
- Update CRM and workflow systems.
- Contribute to a professional, welcoming office environment.
Qualifications
- Strong client-facing skills, including Client Services and Customer Service, with a focus on building trust and long-term relationships.
- Experience in Customer Support and Communication, including clear, professional written and verbal interactions.
- Foundational knowledge of Finance or financial services.
- Attention to detail and organizational skills.
- Comfort using office software, CRM tools, and financial platforms.
- Ability to work collaboratively in an on-site team environment, manage multiple tasks, and prioritize.
- Prior experience in a financial advisory, banking, or professional services environment is preferred.
- Associate’s or Bachelor’s degree in Business, Finance, or a related field, or equivalent relevant experience.