Financial Services Associate - Client Support

Atlas North Partners; Saint Paul (MN); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Professional development opportunities

Job summary

Atlas North Partners in Saint Paul, MN seeks a Team Member to deliver exceptional client service and contribute to growth in a collaborative environment. This full-time role emphasizes teamwork, regulatory knowledge, and professional development.

The position requires a finance/accounting degree and 1–3 years of experience with strong communication skills. A valid driver’s license and reliable transportation are preferred. Salary is negotiable with comprehensive benefits.

Qualifications

• Bachelor's degree in Finance, Accounting, or a related field.
• 1-3 years of experience in financial services or a related field.
• Strong knowledge of financial regulations and compliance.
• Excellent communication and interpersonal skills.
• Attention to detail and organizational skills.
• Proficiency in Microsoft Office Suite.
• Ability to work well in a team environment.
• Valid driver's license and reliable transportation.

Responsibilities

• Assist in the provision of financial services to clients.
• Maintain accurate and up-to-date client records.
• Support the team in preparing and presenting financial reports.
• Assist in the organization and coordination of client meetings.
• Provide excellent customer service to clients and internal stakeholders.
• Contribute to the development and implementation of new financial products and services.
• Participate in continuous learning and professional development opportunities.
• Adhere to all applicable laws, regulations, and internal policies.

Skills

Communication

Team collaboration

Attention to detail

MS Office Suite

Education

Bachelor's degree in Finance, Accounting, or related field

Tools

Microsoft Office Suite

Job description

Atlas North Partners in Saint Paul, MN seeks a Team Member to deliver exceptional client service and contribute to growth in a collaborative environment. This full-time role emphasizes teamwork, regulatory knowledge, and professional development.

The position requires a finance/accounting degree and 1–3 years of experience with strong communication skills. A valid driver’s license and reliable transportation are preferred. Salary is negotiable with comprehensive benefits.