Client Experience & Operations Coordinator - Financial Services

North Star Resource Group; Minneapolis (MN); On-site; USD 30,000 - 34,000; Full time

Benefits offered by this job

Generous PTO

Medical coverage

Dental coverage

Vision coverage

Life Insurance

401K match

Job summary

North Star Resource Group is seeking a Practice Coordinator to support advisor services. You will manage daily operations, improve client experience, maintain confidentiality, and coordinate with carriers and internal specialists to resolve issues.

The role requires a four-year degree or equivalent, strong Microsoft Office skills, excellent communication, and high attention to detail. This position offers a competitive pay rate and a generous benefits package.

Qualifications

• Four-year degree or equivalent work experience.
• Strong computer skills; Microsoft Office experience preferred.
• Excellent verbal and written communication skills.
• Uphold confidentiality of information that aligns with company's core values.
• Ability to coordinate multiple tasks and priorities.
• High attention to detail.

Responsibilities

• Oversee daily operations to support advisor services.
• Resolve complex client situations with initiative.
• Coordinate with outside carriers and internal specialists.
• Master internal computer systems and data handling.
• Perform other duties as assigned.

Skills

Communication

Confidentiality

Time Management

Attention to Detail

Multitasking

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Job description

North Star Resource Group is seeking a Practice Coordinator to support advisor services. You will manage daily operations, improve client experience, maintain confidentiality, and coordinate with carriers and internal specialists to resolve issues.

The role requires a four-year degree or equivalent, strong Microsoft Office skills, excellent communication, and high attention to detail. This position offers a competitive pay rate and a generous benefits package.