Client Services Assistant

Financial Strategies Group-Austin Avery; Fargo (ND); On-site; USD 22,000 - 30,000; Full time

Job summary

Financial Strategies Group in Fargo, ND, seeks a Client Services Assistant to welcome clients, manage the front desk, and support advisors with meetings and documentation.

The role emphasizes organization, confidentiality, and clear communication, with duties including preparing meeting materials, scanning documents, running reports, and handling routine office tasks. A professional, dependable team player is desired.

Qualifications

• Strong verbal and written communication skills, with a professional and friendly demeanor.
• Excellent organizational skills and attention to detail.
• Ability to manage multiple tasks, prioritize responsibilities, and meet deadlines.
• Proficiency with Microsoft Office, including Outlook, Word, and Excel, or the ability to learn new software systems.
• Comfort answering phone calls, greeting visitors, and interacting with clients in person.
• Ability to handle confidential information responsibly and maintain discretion at all times.
• Willingness to learn internal procedures, document management systems, and reporting processes.
• A team-oriented attitude and a strong commitment to providing excellent client service.
• Prior administrative, receptionist, or customer service experience is preferred.

Responsibilities

• Front Desk Management: Serve as the first point of contact for clients and visitors, creating a welcoming and professional environment.
• Phone and Communication Support: Answer incoming phone calls, direct inquiries to the appropriate team member, and take messages as needed.
• Client Check-In: Greet clients upon arrival, notify the appropriate team members of their arrival, and help ensure a smooth check-in process.
• Client Meeting Preparation: Prepare meeting materials, organize documents, and ensure conference rooms and other meeting spaces are ready for client appointments.
• Document Management: Scan, save, and organize client documents accurately in the appropriate electronic files.
• Report Preparation: Run reports as requested and assist with gathering and organizing information for advisors and internal team members.
• Administrative Support: Assist with general office tasks and provide support to the team to help maintain efficient daily operations.
• Confidentiality and Accuracy: Handle sensitive client and financial information with discretion, professionalism, and attention to detail.

Skills

Strong communication

Organizational skills

Multitasking

MS Office proficiency

Discretion

Team player

Tools

Outlook

Word

Excel

Job description

The Client Services Assistant plays an important role in creating a positive and

professional experience for clients at Financial Strategies Group. This position is

responsible for managing front desk operations, answering incoming calls, welcoming

clients, preparing for client meetings, scanning and organizing documents, and running

reports. The ideal candidate is organized, dependable, personable, and detail-oriented,

with a genuine interest in helping others. This role requires strong communication skills,

the ability to manage multiple tasks, and a commitment to maintaining the confidentiality

of client information while supporting the team in delivering exceptional service.

Why Join Financial Strategies Group?

Financial Strategies Group helps individuals and families make informed financial

decisions and work toward their long-term financial goals. Working in a financial advisory

firm offers the opportunity to be part of a team that builds meaningful client relationships

and makes a difference in people's lives. As a Client Services Assistant, you will play a key

role in ensuring clients feel welcomed, supported, and confident in the service they

receive.

What Does a Client Services Assistant Do?

The Client Services Assistant helps keep daily office operations running smoothly while

supporting advisors and the client service team. Responsibilities include:

• Front Desk Management: Serve as the first point of contact for clients and visitors, creating a welcoming and professional environment.
• Phone and Communication Support: Answer incoming phone calls, direct inquiries to the appropriate team member, and take messages as needed.
• Client Check-In: Greet clients upon arrival, notify the appropriate team members of their arrival, and help ensure a smooth check-in process.
• Client Meeting Preparation: Prepare meeting materials, organize documents, and ensure conference rooms and other meeting spaces are ready for client appointments.
• Document Management: Scan, save, and organize client documents accurately in the appropriate electronic files.
• Report Preparation: Run reports as requested and assist with gathering and organizing information for advisors and internal team members.
• Administrative Support: Assist with general office tasks and provide support to the team to help maintain efficient daily operations.
• Confidentiality and Accuracy: Handle sensitive client and financial information with discretion, professionalism, and attention to detail.

What Characteristics Are Necessary to Succeed atFinancial Strategies Group?

Successful team members at Financial Strategies Group take pride in their work, enjoy

helping others, and understand the importance of building trust through reliable service.

The ideal candidate is friendly, professional, and approachable while remaining organized

and attentive to detail. They take initiative, follow through on responsibilities,

communicate effectively, and are comfortable balancing multiple priorities throughout the

day. A strong candidate also understands the importance of confidentiality and recognizes

that even small administrative details can have a meaningful impact on the client

experience.

Qualifications

The Client Services Assistant role requires someone who is dependable, organized, and

comfortable working in a professional office environment. The successful candidate will

demonstrate strong interpersonal skills, a willingness to learn, and the ability to support

both clients and colleagues.

The role requires the following qualifications:

• Strong verbal and written communication skills, with a professional and friendly demeanor.
• Excellent organizational skills and attention to detail.
• Ability to manage multiple tasks, prioritize responsibilities, and meet deadlines.
• Proficiency with Microsoft Office, including Outlook, Word, and Excel, or the ability to learn new software systems.
• Comfort answering phone calls, greeting visitors, and interacting with clients in person.
• Ability to handle confidential information responsibly and maintain discretion at all times.
• Willingness to learn internal procedures, document management systems, and reporting processes.
• A team-oriented attitude and a strong commitment to providing excellent client service.
• Prior administrative, receptionist, or customer service experience is preferred.

Salary and Benefits

Pay and benefits are competitive and will be based on experience and qualifications.

Pay: To be determined based on experience.

Benefits: Details to be provided during the hiring process.