Client Services Associate — Financial Services

Fortune Financial; Hopkins (MN); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Paid Time Off (PTO) including vacation

Holidays

Medical, Dental, Vision Insurance

Employer-paid Life Insurance

Disability Insurance

401(k) with Profit Sharing

Job summary

Fortune Financial is seeking a proactive Client Service Representative to join our in-office team. You will support investment, annuity, and insurance services while serving as the primary client contact. Responsibilities include meeting prep, account servicing, new account setup, transaction processing, CRM management, and general office operations.

The role emphasizes organization, communication, and a commitment to exceptional client experiences in a collaborative, fast-paced environment.

Qualifications

• 1+ years of experience in financial services or administrative/client service role.
• Associate degree or equivalent preferred.
• Strong attention to detail and organizational skills.
• Ability to manage multiple priorities with high accuracy.
• Self-motivated and able to work independently.
• Excellent verbal and written communication skills.
• Professional demeanor with strong interpersonal skills.
• Commitment to delivering exceptional client service.
• High ethical standards and collaborative mindset.
• Ability to learn and follow compliance regulations and SOPs.
• Proficiency in Microsoft Office applications including Outlook, Word, and Excel.

Responsibilities

• Support daily office and operational activities.
• Schedule client meetings and coordinate calendars.
• Prepare materials for client meetings and complete follow-up tasks.
• Collect and review information to establish new accounts.
• Process paperwork for investment transactions and service requests.
• Communicate with broker-dealers, custodians, insurance companies, and vendors.
• Respond promptly and professionally to client inquiries.
• Build and maintain strong client relationships through exceptional service.
• Maintain accurate records in the CRM system (Redtail).
• Ensure client files comply with record-retention requirements.
• Provide administrative support for compliance and marketing initiatives.
• Assist team members with projects and special assignments.

Skills

Attention to detail

Organizational skills

Verbal & written communication

Self-motivated

Independent work

Interpersonal skills

Education

Associate degree or equivalent

Tools

Microsoft Office

Outlook

Excel

Redtail CRM

Job description

Fortune Financial is seeking a proactive Client Service Representative to join our in-office team. You will support investment, annuity, and insurance services while serving as the primary client contact. Responsibilities include meeting prep, account servicing, new account setup, transaction processing, CRM management, and general office operations.

The role emphasizes organization, communication, and a commitment to exceptional client experiences in a collaborative, fast-paced environment.