Client Service Representative

Fortune Financial; Hopkins (MN); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

PTO package, including vacation and H

Medical, Dental, Employer-paid Life, S

Short-Term and Long-Term Disability

401K with Profit Sharing

Job summary

Fortune Financial is seeking a highly motivated Client Service Representative to support clients in investment, annuity and insurance services. Based in our Minnesota office, you will handle meeting preparation, CRM maintenance, account openings and day-to-day operations in a collaborative, in-person setting.

The ideal candidate will be detail-oriented, able to multi-task with accuracy, and possess excellent written and verbal communication skills to deliver superior client service in a

Qualifications

• 1+ years experience in the financial industry or in an administrative role.
• Associate degree or equivalent.
• Self-motivated and highly detail oriented.
• Driven to deliver superior client service.
• Ability to multi-task with high accuracy and prioritize tasks.
• Demonstrate high level of professionalism.
• Excellent interpersonal skills.
• Proficiency with Microsoft Office.
• Series 6 or 7 and 66 (or 63/65) preferred but not required.

Responsibilities

• Assist with day-to-day operations.
• Schedule meetings.
• Meeting preparation.
• Collect relevant information and documentation to set up new accounts.
• Process required paperwork for investment transactions; interact with broker-dealer and vendors.
• Respond to client inquiries.
• Build and maintain client relationships through excellent service.
• Maintain client database (CRM).
• Maintain files in accordance with compliance and record retention policies.
• Provide compliance and marketing support.

Skills

Interpersonal skills

Detail oriented

Multi-tasking

Professionalism

Microsoft Office

Client service

Education

Associate degree

Tools

CRM software

Job description

Position:

Client Service Representative.

Reports to:

Director of Client Services.

COMPENSATION & BENEFITS:

• PTO package, including vacation and holidays.
• Medical, Dental, Employer-paid Life Insurance, Short-Term and Long-Term Disability Insurance.
• 401K with Profit Sharing.

ORGANIZATION/BUSINESS OVERVIEW:

Fortune Financial is a team of experienced financial professionals who provide personalized, goal-based strategies and advice for individuals, corporate executives, business owners, and their families. Our group offers specialized expertise in developing comprehensive, results-focused financial strategies to enable clients to pursue long-term financial success efficiently.

POSITION SUMMARY:

We are seeking a highly motivated and proactive individual to join our team as a Client Service Representative. As a Client Service Representative, you will be actively involved in supporting the service of investment, annuity and insurance products, while interacting directly with our clients. Responsibilities include meeting preparation, maintaining our client relationship management database, providing required forms, and following through to ensure processes are completed. The position also includes tasks such as account opening, general business processing and day-to-day operations responsibilities. This position is based in our office, where collaboration and client support are best achieved in person.

Successful candidates will demonstrate a passion for delivering superior client service and be able to work in a fast-paced, collaborative team environment. You are detail oriented with proven organizational skills, able to work independently and can easily multi-task. You will be expected to have excellent written and verbal communication skills and be highly professional while communicating with clients by phone or in-person, and with other members of the team. An ideal candidate is always looking for ways to assist the team and take on new tasks that may arise as the business changes.

Responsibilities:

• Assist with day-to-day operations.
• Schedule meetings.
• Meeting preparation.
• Collect relevant information and documentation to set up new accounts.
• Process required paperwork for investment transactions; interact with broker-dealer and vendors.
• Respond to client inquiries.
• Build and maintain client relationships through excellent service.
• Maintain and manage client database (CRM).
• Maintain files in accordance with compliance and record retention policies.
• Provide compliance and marketing support.

Requirements:

• 1+ years experience in the financial industry or in an administrative role.
• Associate degree or equivalent.
• Self-motivated.
• Highly detail oriented.
• Driven to deliver superior client service.
• Ability to multi-task with high degree of accuracy and prioritize tasks.
• Demonstrate high level of professionalism.
• Excellent interpersonal skills.
• Highly ethical team player; desire to work in small team environment.
• Ability to learn and apply standard operating procedures and compliance regulations.
• Proficiency with Microsoft Office.
• Series 6 or 7 and 66 (or 63/65) preferred but not required.