Client Service Specialist — Flexible Hours & Remote Options

Mindful Asset Planning; Apple Valley (MN); Hybrid; USD 40,000 - 65,000; Full time

Benefits offered by this job

Retirement plan with company contribution

Employer-paid Long Term Disability coverage

Paid Time Off, Sick Time and Holidays

Flexible work arrangements

Job summary

A financial advisory firm in Apple Valley, MN is seeking a Client Service Specialist to enhance client relations by preparing documents and managing communication. The ideal candidate should be detail-oriented, organized, and have strong proficiency in Microsoft Office. This role offers opportunities for growth and includes compensation based on experience, retirement contributions, and flexible work arrangements.

Qualifications

• Experience in a consultant support role in a dynamic organization.
• Strong understanding of Windows-based systems and proficiency in Microsoft Office.
• Ability to learn new software systems quickly.

Responsibilities

• Prepare, process, and confirm client paperwork.
• Maintain office and client meeting supplies.
• Answer and route incoming phone calls.

Skills

Organized

Detail-oriented

Analytical

Excellent communication

Problem-solving

Motivated

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

CRM systems

Morningstar

Adobe Suite

DocuSign

Job description

A financial advisory firm in Apple Valley, MN is seeking a Client Service Specialist to enhance client relations by preparing documents and managing communication. The ideal candidate should be detail-oriented, organized, and have strong proficiency in Microsoft Office. This role offers opportunities for growth and includes compensation based on experience, retirement contributions, and flexible work arrangements.