Client Services Associate

Berger Financial Group, Inc; Minneapolis (MN); On-site; USD 50,000 - 55,000; Full time

Benefits offered by this job

Company-paid STD

Company-paid LTD

Life Insurance

Medical Plan

Dental Plan

Vision Plan

Health Savings Account

Flexible Spending Account

Free Financial Planning

Continuing Education Funding

Paid Holidays

Paid Time Off

Career Growth

Job summary

Berger Financial Group, Inc. in Plymouth, MN, is seeking a detail-oriented Client Services Associate to join our Central Services Team. You will prepare essential account applications, manage client documentation, and support advisors.

The role emphasizes confidentiality, communication, and learning our financial processes, with opportunities to grow across departments and obtain S65 certification.

Competitive pay and robust benefits are provided.

Qualifications

• Bachelor's degree required or equivalent.
• Excellent written and verbal communication skills.
• Strong organizational and confidentiality skills.

Responsibilities

• Preparing essential account applications, including new account setup and asset transfers, with regular client communication.
• Meticulously managing and organizing client documentation in systems.
• Handling sensitive information with discretion and privacy.
• Developing an understanding of Berger Financial Group's processes and financial services.
• Providing support for special projects and research as needed.

Skills

Communication

Attention to detail

Organizational skills

Problem solving

Proactive learner

Education

Bachelor's degree in Finance, Economics, Business or similar

Tools

Financial software

Job description

DescriptionAre you ready to kick-start your career in the financial services industry? Berger Financial Group is seeking a detail-oriented and dedicated individual to join our Central Services Team as a Client Services Associate. This role will offer you a unique opportunity to be a part of our ever-evolving financial firm as well as the ability to grow alongside motivated peers.

DescriptionAre you ready to kick-start your career in the financial services industry? Berger Financial Group is seeking a detail-oriented and dedicated individual to join our Central Services Team as a Client Services Associate. This role will offer you a unique opportunity to be a part of our ever-evolving financial firm as well as the ability to grow alongside motivated peers.

Why work here?

• Competitive pay
• 12 Paid Holidays & 15 Days of PTO to start
• Company Paid STD, LTD & Life Insurance
• Medical, Dental & Vision Plans
• Health Savings Accounts & Flex Spending Accounts
• FREE Financial Planning & Tax Preparation Services
• Continuing Education Funding

Work Schedule

• Monday - Friday, 8:00am - 4:00pm

Responsibilities

• Preparing essential account applications, including new account setup, asset transfers, and more, while maintaining regular communication with clients and advisors.
• Meticulously managing and organizing client documentation within our systems.
• Handling sensitive and confidential information with the highest level of discretion.
• Developing a strong understanding of the financial world and our unique process.
• Providing support for special projects and research when needed.

Requirements

• Bachelor's degree in Finance, Economics, Business or similar.
• A willingness to obtain the S65 certification.
• Excellent written and verbal communication skills for maintaining strong, professional client relationships.
• Strong computer skills to navigate the latest financial tools and technology.
• A proactive problem-solving approach and the ability to seek innovative solutions.
• Exceptional organizational skills and a strong attention to detail.
• A willingness to cross-train in different departments, enhancing your skill set.
• The openness and ability to learn and leverage new technologies.

Headquartered in Plymouth, MN, BFG has expanded to 10 other locations throughout the U.S. including, 4 more in Minnesota, 2 in Arizona, 1 in Vermont, 1 in Maine and 2 in Illinois. Berger Financial Group remains the premier firm in this industry. Initially founded as a tax practice in 1981, BFG has broadened its services to include:

• Financial & Retirement Planning
• Portfolio Development & Management
• Income Tax Planning & Preparation

We value individuals who can adapt to change, work both independently and as part of a team, and are dedicated to building a long-term career with us. Join us, and together, we'll navigate the financial industry's future while fostering your professional growth. At Berger Financial Group your journey begins, and the opportunities are abundant.

The Pay Range For This Role Is

50,000 - 55,000 USD per year(Plymouth, MN - HQ)