Client Services Associate (paralegal)

Collins and Krank; Fargo (ND); On-site; USD 42,000 - 68,000; 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.
• 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.

Skills

Excellent communication skills

Strong attention to detail

Multitasking ability

Proficiency in Microsoft Office

Education

Bachelor's degree preferred

Entry-level welcome with strong organizational skills

Tools

CRM software

CRM software

Series 7/66 a plus

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