Executive Assistant & Client Experience Lead

Northwestern Mutual Twin Cities; Golden Valley (MN); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading wealth management firm in Golden Valley is seeking an Executive Assistant and Client Experience Coordinator. This role demands 5+ years of experience in business administration and excellent communication skills to manage client services and assist the advisory team. You will be responsible for maintaining client records, preparing for meetings, and ensuring a high level of client satisfaction. Strong organizational skills and a keen attention to detail are essential to succeed in this pivotal position. Join us in providing client-focused financial solutions.

Qualifications

• 5+ years of experience in business administration.
• Demonstrated ability to maintain effective working relationships with clients.
• Ability to work both independently and as part of a team.

Responsibilities

• Manage all client service needs and resolve issues promptly.
• Act as the primary liaison between the advisory team and clients.
• Prepare the advisor for meetings and maintain accurate client records.

Skills

Attention to detail

Communication skills

Organizational skills

Time management

Initiative

Education

Bachelor’s degree in business or finance

Job description

A leading wealth management firm in Golden Valley is seeking an Executive Assistant and Client Experience Coordinator. This role demands 5+ years of experience in business administration and excellent communication skills to manage client services and assist the advisory team. You will be responsible for maintaining client records, preparing for meetings, and ensuring a high level of client satisfaction. Strong organizational skills and a keen attention to detail are essential to succeed in this pivotal position. Join us in providing client-focused financial solutions.