Client Services Associate

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

Benefits offered by this job

Competitive pay

Paid holidays & PTO

Insurance (STD/LTD/Life)

Health plans

HSA & FSA

Financial planning services

Education funding

Job summary

Berger Financial Group Inc in Plymouth, MN is seeking a detail-oriented Client Services Associate to join our Central Services Team. This role will support clients and advisors, handle account applications, documentation, and confidential information with accuracy and discretion.

You should have a Bachelor's degree in Finance, Economics, or Business and be willing to pursue the S65 certification. Strong communication, organizational, and tech skills are essential for success in our growing firm.

Qualifications

• Bachelor's degree in Finance, Economics, Business or similar.
• Proactive willingness to obtain S65 certification.
• Excellent written and verbal communication for client relationships.
• Strong computer skills with latest financial tools and technology.
• Proactive problem-solving attitude and detail orientation.
• Willingness to cross-train across departments and learn new technologies.

Responsibilities

• Preparing essential client account applications and transfers with regular client/advisor communication.
• Meticulously organizing and maintaining client documentation in systems.
• Handling sensitive/confidential information with care.
• Developing understanding of Berger Financial Group's processes and financial world.
• Providing support for special projects and research as needed.

Skills

Communication skills

Problem solving

Organizational skills

Cross-training

Tech savvy

Education

Bachelor's degree in Finance/Economics/Business

Tools

Financial software

Job description

Client Services Associate

Berger Financial Group Inc Plymouth, Minnesota, United States

About this position

Description

Are 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 8 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)