Client Services Assistant

North Star Resource Group; Woodbury (MN); On-site; USD 63,039,000 - 74,501,000; Full time

Benefits offered by this job

PTO

Life Insurance

Disability Insurance

SIMPLE IRA

401k Match

Medical Coverage

Job summary

Waypoint Group is seeking a Client Service Assistant to support daily client-facing operations and maintain strong relationships. You will resolve routine and complex issues, collaborate with outside carriers and internal specialists, and ensure efficient use of internal systems.

The role emphasizes confidentiality, initiative, and excellent time management, with a focus on delivering superior customer experiences for clients. Strong communication skills are essential.

Qualifications

• Four-year degree or equivalent work experience.
• Strong written and verbal communication skills.
• Ability to handle confidential information with discretion.
• Excellent time management and attention to detail.

Responsibilities

• Execute and complete daily operations for client service.
• Resolve complex client situations and coordinate with carriers and internal teams.
• Master internal computer systems and maintain client relationships.
• Support additional tasks as assigned by leadership.

Skills

Verbal & written communication

Attention to detail

Time management

Confidentiality

Education

Bachelor's degree or equivalent experience

Tools

CRM systems

Microsoft Office Suite

Job description

Position: Client Service Assistant

Reports to: Financial Advisor

Compensation & Benefits:

• $22.00- $26.00 per hour depending on qualifications and experience
• Generous PTO package
• Life Insurance, Short-Term & Long-Term Disability
• SIMPLE IRA
• 401k Match
• Medical coverage

Organization/Business overview:

Waypoint Group is an independent financial services firm helping our clients start and stay on the path to financial security. We are committed to your complete financial wellness; whatever life may bring.

We are looking for individuals to join our company that live our core values:

• Responsibility
• Integrity
• Growth
• Gratitude
• Service

Position Summary:

This role is essential to our client’s experience and requires excellent initiative, maintaining customer relationships, confidentiality, and exceptional time management. As a Client Service Assistant, you will be a vital piece of our practice by executing and completing the daily operations, including, but not limited to determining resolutions for complex situations, leveraging relationships with outside carriers and internal department specialists, mastering internal computer systems, and other tasks as assigned.

Minimum requirements in terms of educational background, work experience, licenses /certifications or other knowledge, skills and abilities.

• Four-year degree or equivalent work experience
• Strong computer skills, Microsoft Office Suite experience preferred
• Excellent verbal and written communication skills
• Uphold confidentiality of information that aligns with company’s core values
• Ability to coordinate multiple tasks and priorities
• High attention to detail

This description covers the primary and principal duties of the job. It is not intended to give all details or a step-by-step account of the way each procedure or task is performed.

Additional Skills and Experience:

• Good organizational and demonstrated problem solving skills a plus.
• Knowledge of insurance/ financial services industry
• Life/Health licensing is a plus