Finance Client Services Specialist

Berger Financial Group, Inc; Plymouth (MN); On-site; USD 50,000 - 55,000; Full time

Benefits offered by this job

12 Paid Holidays

15 Days of PTO

Company Paid STD, LTD & Life Insurance

Health Savings Accounts

Continuing Education Funding

Job summary

Berger Financial Group, headquartered in Plymouth, MN, is seeking a detail-oriented Client Services Associate to join our Central Services Team. This role presents a unique opportunity for career growth in the dynamic financial services sector.

You will prepare account applications, manage documentation, and maintain client relationships while contributing to special projects. The position offers competitive pay and generous paid time off, ensuring work-life balance.

Qualifications

• Bachelor's degree in Finance, Economics, Business or similar.
• A willingness to obtain the S65 certification.
• Excellent written and verbal communication skills.
• Strong computer skills to navigate financial tools.
• Proactive problem-solving approach and innovative mindset.
• Exceptional organizational skills with attention to detail.
• Willingness to cross-train in different departments.
• Ability to learn and leverage new technologies.

Responsibilities

• Preparing essential account applications and maintaining client communication.
• Managing and organizing client documentation within systems.
• Handling sensitive information with discretion.
• Developing a strong understanding of financial services.
• Providing support for special projects and research.

Skills

Communication skills

Computer skills

Organizational skills

Problem-solving

Attention to detail

Education

Bachelor's degree in Finance or Business

Job description

Berger Financial Group, headquartered in Plymouth, MN, is seeking a detail-oriented Client Services Associate to join our Central Services Team. This role presents a unique opportunity for career growth in the dynamic financial services sector.

You will prepare account applications, manage documentation, and maintain client relationships while contributing to special projects. The position offers competitive pay and generous paid time off, ensuring work-life balance.