Executive Assistant & Client Operations Manager

Encore Consultants; Morris (MN); Presencial; USD 45.000 - 65.000; Jornada completa

Descripción de la vacante

Encore Consultants in Minnesota seeks a Client Service Manager to support Encore Wealth Advisors and EC, handling CRM notes, meeting preparation, and back-office tasks so advisors can focus on relationships and strategy.

No prior industry experience is required; we train on everything. You will support client servicing, office operations, and compliance while learning firm systems and processes with a trusted, ownership-driven approach.

Formación

• Strong communication skills and attention to detail.
• Sound discretion with sensitive client information.
• Works independently and manages priorities once trained.
• Learns new technology quickly; comfortable with Microsoft Word, Excel, and Outlook.

Responsabilidades

• Log client notes, tasks, and contact dates in our CRM.
• Prepare advisor for client meetings and prepare documents.
• Schedule client meetings and handle client requests.
• Place routine trades and process account paperwork at the advisor’s direction.
• Maintain compliance records for the firm.
• Manage phones, mail, supplies, and general office operations.

Conocimientos

Communication skills

Attention to detail

Independent worker

Learns new technology quickly

Proactive by nature

Tech-savvy with Microsoft 365

Herramientas

Word

Excel

Outlook

Zoho CRM

Schwab

Adhesion

Descripción del empleo

Encore Consultants in Minnesota seeks a Client Service Manager to support Encore Wealth Advisors and EC, handling CRM notes, meeting preparation, and back-office tasks so advisors can focus on relationships and strategy.

No prior industry experience is required; we train on everything. You will support client servicing, office operations, and compliance while learning firm systems and processes with a trusted, ownership-driven approach.