Client Services Associate

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

Benefits offered by this job

12 holidays & PTO

Insurance: STD LTD Life

HSA & FSA

Education funding

Competitive pay

Job summary

Berger Financial Group in Plymouth, MN is seeking a detail-oriented Client Services Associate to join our Central Services Team. You will support client onboarding, account setups, asset transfers, and ongoing communications with clients and advisors to ensure accuracy and a high level of service.

The role emphasizes meticulous document management, discretion with confidential information, and a willingness to cross-train across departments as our firm grows.

Qualifications

• Bachelor's degree in Finance, Economics, Business or similar.
• 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.
• Proactive problem-solving approach and the ability to seek innovative solutions.
• Exceptional organizational skills and a strong attention to detail.
• Willingness to cross-train in different departments, enhancing your skill set.
• Openness to learn and leverage new technologies.

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.

Skills

Communication skills

Organizational skills

Attention to detail

Problem solving

Cross-training

Learn new technologies

Education

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

Job 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
• Health Savings Accounts & Flex Spending Accounts
• 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

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)