Client Service Associate

Bill Good Marketing; Bloomington (IN); Presencial; USD 60 000 - 72 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

401(k) with employer matching

Employer-sponsored health benefits

Paid time off (PTO)

Covered parking for Minnesota winters

Onsite gym facilities

Onsite pickleball court

Company-sponsored lunches

Bonus opportunities

Resumo da oferta

Hance Financial, based in Bloomington, seeks a Client Service Associate (CSA) to deliver exceptional client interactions. This client-facing role combines administrative, organizational, and relationship-management duties to support advisory services.

The CSA will handle client requests, account processing, and scheduling, ensuring a seamless experience while maintaining high standards of service. Compensation reflects experience and includes benefits.

Qualificações

• 1+ years of experience in financial services or client relationship management.
• Familiarity with financial advisory operations, account processing, and CRM systems.
• Experience with Redtail CRM, Orion, or similar financial planning software.
• Strong ability to work both independently and collaboratively in a professional office environment.

Responsabilidades

• Client Relations & Support: Serve as the first point of contact for client questions and concerns; provide a red carpet welcome; build rapport with long-term clients.
• Administrative & Account Processing: Process and manage client paperwork; open new accounts and document risk profiles and agreements.
• Office & Scheduling Management: Maintain organization and efficiency in office operations; help maximize advisors’ time by addressing client issues promptly.

Conhecimentos

Client-Centric

Organized

Strong Communicator

Tech-Savvy

Adaptable & Solutions-Oriented

Ferramentas

Redtail CRM

Orion

Microsoft Office

Financial planning software

CRM systems

Descrição da oferta de emprego

Who We Are

At Hance Financial, we are not just about growth; we're about fostering deep, lasting relationships with our clients and our community. Embedded in the heart of Bloomington, just outside Minneapolis, our culture is a reflection of the Minnesota spirit, and focuses on creating enduring connections and guiding our clients toward financial freedom.

We stand as a flourishing, independent advisory firm. We're not just about reaching financial goals; we're about partnering with our clients through every life phase, offering customized, collaborative, and comprehensive financial planning.

The Role

We are seeking a Client Service Associate (CSA) who will play a critical role in ensuring smooth and seamless client interactions. This position is client-facing, requiring a strong mix of administrative, organizational, and relationship management skills. The CSA will be the go-to person for client requests, account administration, and operational support, ensuring clients receive the high level of service they expect from Hance Financial.

Key Responsibilities

Client Relations & Support

• Serve as the first point of contact for client questions and concerns.
• Provide a red carpet welcome for clients, ensuring they feel valued.
• Build strong rapport with long-term clients and handle requests with patience.

Administrative & Account Processing

• Process and manage all client paperwork, ensuring accuracy and efficiency.
• Open new accounts and ensure risk profiles and agreements are properly documented.

Office & Scheduling Management

• Maintain organization and efficiency in office operations.
• Ensure advisors' time is maximized by handling client issues before they reach the advisor.
• Assist in keeping track of action items and client follow-ups.

Who You Are

• Client-Centric & Detail-Oriented: You prioritize client satisfaction and handle all interactions with professionalism and care.
• Organized & Proactive: You thrive in a fast-paced environment and can manage multiple tasks efficiently.
• Strong Communicator: You have excellent verbal and written communication skills, ensuring clarity in client interactions.
• Tech-Savvy: Comfortable using CRM systems, Microsoft Office, and financial planning software.
• Adaptable & Solutions-Oriented: You can problem-solve quickly and anticipate client needs before they arise.

Preferred Qualifications

• 1+ years of experience in financial services or client relationship management.
• Familiarity with financial advisory operations, account processing, and CRM systems.
• Experience with Redtail CRM, Orion, or similar financial planning software (preferred but not required).
• Strong ability to work both independently and collaboratively in a professional office environment.

Work Culture at Hance Financial

We are a collaborative and client-focused firm that values long-term relationships and a high standard of service. Our culture is supportive, engaging, and fun, with plenty of opportunities for growth and professional development.

Schedule & Compensation

Hours: Monday - Friday, 8:00 AM - 5:00 PM (No travel required).

Salary: $60,000 - $72,000, depending on experience.

Benefits:

• 401(k) with employer matching
• Employer-sponsored health benefits
• Paid time off (PTO)
• Covered parking for Minnesota winters
• Onsite gym facilities
• Onsite pickleball court
• Company-sponsored lunches
• Bonus opportunities

Join us and grow not only in your career but also in your ability to make meaningful connections with our clients. We're excited to support your journey with comprehensive training and a supportive team environment.