Client Services Associate

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

Benefits offered by this job

12 Paid Holidays

15 Days of PTO

Company Paid STD, LTD & Life Insurance

Health Savings Accounts

Continuing Education Funding

Job summary

Berger Financial Group, headquartered in Plymouth, MN, is seeking a detail-oriented Client Services Associate to join our Central Services Team. This role presents a unique opportunity for career growth in the dynamic financial services sector.

You will prepare account applications, manage documentation, and maintain client relationships while contributing to special projects. The position offers competitive pay and generous paid time off, ensuring work-life balance.

Qualifications

• Bachelor's degree in Finance, Economics, Business or similar.
• A willingness to obtain the S65 certification.
• Excellent written and verbal communication skills.
• Strong computer skills to navigate financial tools.
• Proactive problem-solving approach and innovative mindset.
• Exceptional organizational skills with attention to detail.
• Willingness to cross-train in different departments.
• Ability to learn and leverage new technologies.

Responsibilities

• Preparing essential account applications and maintaining client communication.
• Managing and organizing client documentation within systems.
• Handling sensitive information with discretion.
• Developing a strong understanding of financial services.
• Providing support for special projects and research.

Skills

Communication skills

Computer skills

Organizational skills

Problem-solving

Attention to detail

Education

Bachelor's degree in Finance or Business

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 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

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)