Client Services Associate (paralegal)

Collins and Krank; Fargo (ND); On-site; Full time

Benefits offered by this job

Competitive salary

Benefits package

Opportunity for professional growth

Collaborative culture

Job summary

A boutique financial services firm in Fargo is seeking a detail-oriented Client Service Associate. This role emphasizes administrative support, client interactions, and collaboration within a team environment. Candidates should have excellent communication skills and strong attention to detail, with a preference for those holding a Bachelor's degree. The firm offers a competitive salary and benefits, as well as opportunities for professional growth in a supportive culture.

Qualifications

• Experience in financial services or administrative support is ideal.
• Entry-level candidates with strong organizational skills are encouraged to apply.
• Willingness to obtain Series 7/66 or similar licenses.

Responsibilities

• Serve as the first point of contact for clients.
• Assist with account opening and maintenance processes.
• Prepare materials for client meetings and follow up on action items.
• Handle day-to-day client inquiries and requests.

Skills

Excellent communication skills

Strong attention to detail

Multitasking ability

Proficiency in Microsoft Office

Education

Bachelor's degree preferred

Tools

CRM software

Job description

We are a boutique financial services firm dedicated to providing personalized wealth management and financial planning solutions to our valued clients. Our close-knit team fosters a collaborative, professional environment where every member plays a key role in delivering exceptional client experiences. We are seeking a detail-oriented, service-focused Client Service Associate to join our team

— think of this role as the "paralegal" of financial services: highly administrative and operational, with a strong emphasis on supporting advisors and ensuring seamless client service.

Key Responsibilities

• Serve as the first point of contact for clients, handling phone calls, emails, scheduling meetings, and greeting visitors (receptionist duties for entry-level candidates).
• Assist with account opening, maintenance, transfers, and other operational processes, ensuring accuracy and compliance.
• Prepare materials for client meetings, take notes, and follow up on action items.
• Handle day-to-day client inquiries and requests, providing timely and professional responses.
• Support advisors with administrative tasks, including data entry, CRM updates, document preparation, and reporting.
• For experienced candidates: Participate in client meetings, communicate directly with clients on more complex matters, and take on greater responsibility in service delivery and relationship management.

Qualifications

• Bachelor's degree preferred (finance, business, or related field a plus, but not required).
• Experience in financial services, administrative support, customer service, or a related field is ideal; entry-level candidates with strong organizational skills are encouraged to apply.
• Excellent communication skills (written and verbal) and a professional, client-oriented demeanor.
• Strong attention to detail, multitasking ability, and proficiency in Microsoft Office (experience with CRM software or financial platforms a bonus).
• Series 7/66 or similar licenses a plus (or willingness to obtain with firm support).
• Passion for delivering outstanding service and working in a team-focused environment.

What We Offer

• Competitive salary (commensurate with experience) and benefits package.
• Opportunity for professional growth in a supportive boutique setting.
• Collaborative culture with direct impact on client satisfaction and firm success.

If you thrive in a fast-paced, service-driven role and enjoy building relationships while handling essential operational details, we'd love to hear from you!

To apply, please email your resume and a brief cover letter explaining your interest in this position to [e-mail] or mail to COLLINS AND KRANK 300 NP AVE Suite 108, FARGO ND 58102