Client Services Specialist - Financial Advisory

Encore Financial Advisors; Plymouth (MN); On-site; USD 42,000 - 54,000; Full time

Job summary

Encore Financial Advisors in Plymouth, MN is seeking a Client Service Associate I to join our on-site team. In this role you will support advisors and clients by handling daily inquiries, preparing account forms, and coordinating meetings while maintaining accurate client records.

You will work closely with custodians and third-party providers, update CRM/workflow systems, and help assemble meeting materials, contributing to a welcoming, professional office environment that emphasizes

Qualifications

• Strong client-facing and communication skills with a focus on trust-building.
• Experience in customer support and professional written and verbal interactions.
• Foundational knowledge of finance or financial services and ability to learn firm processes.
• Attention to detail and strong organizational skills for handling documentation.
• Proficiency with office software, CRM tools, and financial platforms; adaptable to new systems.
• Ability to work collaboratively in an on-site team and manage multiple tasks.
• Prior experience in a financial advisory, banking, or professional services environment is preferred.
• Degree in Business, Finance, or a related field, or equivalent experience.

Responsibilities

• Manage daily client inquiries and maintain accurate client records.
• Prepare account forms and documentation for processing.
• Coordinate scheduling of meetings and assemble meeting materials.
• Update CRM and workflow systems with timely follow-ups.
• Support advisors by handling routine service requests and account updates.

Skills

Strong client-facing skills

Experience in Customer Support and,

Attention to detail and organizational

Collaborative team player

Experience in financial services (pref

Education

Associate’s or Bachelor’s degree in Business, Finance, or a related field

Tools

CRM tools

Office software

Job description

Encore Financial Advisors in Plymouth, MN is seeking a Client Service Associate I to join our on-site team. In this role you will support advisors and clients by handling daily inquiries, preparing account forms, and coordinating meetings while maintaining accurate client records.

You will work closely with custodians and third-party providers, update CRM/workflow systems, and help assemble meeting materials, contributing to a welcoming, professional office environment that emphasizes