AdvisorSync Specialist — Client Services Leader

AdvisorNet Financial; Minnetonka (MN); On-site; USD 85,000 - 100,000; Full time

Benefits offered by this job

Comprehensive healthcare benefits

401(k) with company match

Generous paid time off

Access to on-site gym

Job summary

A financial services firm in Minnetonka, MN is looking for an AdvisorSync Specialist to provide administrative support to financial advisors. This role involves managing client inquiries, maintaining client records, and ensuring a positive client experience. The ideal candidate will have strong organizational skills and at least 3-5 years of relevant experience. This is a full-time position offering competitive compensation and various benefits.

Qualifications

• 3-5 years of customer service or administrative support experience, required.
• FINRA registrations – SIE, Series 7, Series 66, or equivalent, required.
• Financial services industry experience, required.

Responsibilities

• Provide exceptional administrative and service support to financial advisors.
• Serve as primary point of contact for workflows, client inquiries and requests.
• Maintain and update client records in Client Relationship Management (CRM).
• Coordinate with operations and compliance teams to ensure client requests are handled efficiently.

Skills

Strong organizational skills

Professionalism & Integrity

Proficient with Microsoft Office Suite

Clear verbal and written communication

Ability to build strong relationships

Education

3-5 years of customer service or administrative support experience

FINRA registrations – SIE, Series 7, Series 66, or equivalent

Financial services industry experience

Job description

A financial services firm in Minnetonka, MN is looking for an AdvisorSync Specialist to provide administrative support to financial advisors. This role involves managing client inquiries, maintaining client records, and ensuring a positive client experience. The ideal candidate will have strong organizational skills and at least 3-5 years of relevant experience. This is a full-time position offering competitive compensation and various benefits.