Client Service Associate 1

Encore Financial Advisors; Plymouth (MN); On-site; USD 42,000 - 54,000; Full time

Job summary

Encore Financial Advisors in Plymouth, MN is seeking a Client Service Associate I to join our on-site team. In this role you will support advisors and clients by handling daily inquiries, preparing account forms, and coordinating meetings while maintaining accurate client records.

You will work closely with custodians and third-party providers, update CRM/workflow systems, and help assemble meeting materials, contributing to a welcoming, professional office environment that emphasizes

Qualifications

• Strong client-facing and communication skills with a focus on trust-building.
• Experience in customer support and professional written and verbal interactions.
• Foundational knowledge of finance or financial services and ability to learn firm processes.
• Attention to detail and strong organizational skills for handling documentation.
• Proficiency with office software, CRM tools, and financial platforms; adaptable to new systems.
• Ability to work collaboratively in an on-site team and manage multiple tasks.
• Prior experience in a financial advisory, banking, or professional services environment is preferred.
• Degree in Business, Finance, or a related field, or equivalent experience.

Responsibilities

• Manage daily client inquiries and maintain accurate client records.
• Prepare account forms and documentation for processing.
• Coordinate scheduling of meetings and assemble meeting materials.
• Update CRM and workflow systems with timely follow-ups.
• Support advisors by handling routine service requests and account updates.

Skills

Strong client-facing skills

Experience in Customer Support and,

Attention to detail and organizational

Collaborative team player

Experience in financial services (pref

Education

Associate’s or Bachelor’s degree in Business, Finance, or a related field

Tools

CRM tools

Office software

Job description

Company Description

Encore Financial Advisors, based in Plymouth, MN, provides personalized financial strategies tailored to each client’s unique goals and circumstances. The firm offers a full range of services, including financial planning, investment management, tax preparation, and long-term care insurance. The team is committed to building strong, trust-based relationships and maintaining transparent communication so clients feel informed and confident. Encore Financial Advisors focuses on helping individuals and families work toward stable, long-term financial futures and encourages prospective team members who value client-centered service.

Role Description

The Client Service Associate 1 is a full-time, on-site role located in Plymouth, MN. This position supports advisors and clients by managing daily client inquiries, preparing account forms and documentation, and assisting with scheduling meetings and maintaining accurate client records. The role includes processing account updates and service requests, coordinating with custodians and third-party providers, and ensuring timely follow-up on client needs. The Client Service Associate 1 also helps with assembling client meeting materials, updating CRM and workflow systems, and contributing 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 with clients and internal team members.
• Foundational knowledge of Finance or financial services, with the ability to learn firm processes, products, and regulatory requirements.
• Attention to detail and organizational skills for handling documentation, data entry, and follow-up on client requests.
• Comfort using office software, CRM tools, and financial platforms; ability to quickly adapt to new systems and procedures.
• Ability to work collaboratively in an on-site team environment, manage multiple tasks, and prioritize in a client-focused setting.
• 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.