Licensed Client Services Associate

Central Choice Financial; Brainerd (MN); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Full Benefits

Job summary

Central Choice Financial is seeking a Licensed Client Service & Operations Associate for our Brainerd, MN office. This on-site position is the welcoming face of the practice, handling client interactions and supporting investment account processing.

You will be part of a collaborative team, ensuring accurate records, smooth scheduling, and professional client service while assisting advisors with day-to-day operations.

Qualifications

• Licensed in securities or willing to obtain required licenses.
• Experience in financial services is a plus but not required.
• Strong client service and administrative abilities.

Responsibilities

• Welcome and assist clients
• Answer phones and schedule appointments
• Assist with investment account paperwork and processing
• Help keep client records and office operations organized
• Work closely with our advisors and team to support our clients

Skills

Client service

Organized

Attention to detail

Team player

Communication skills

Job description

Location: Brainerd, MN. This is an on-site, in-person position. Remote or hybrid work is not available.

Employment Type: Full-Time

Salary: Competitive, based on experience

Benefits: Full Benefits available January 1, 2027

Central Choice Financial is looking for a friendly, organized, and motivated individual to join our team as a Licensed Client Service & Operations Associate.

This is a unique opportunity for someone who enjoys working with people but also has an interest in the financial services industry. You’ll be the welcoming face of our office while also assisting our team with investment account processing and administrative tasks.

What You'll Do

• Welcome and assist clients
• Answer phones and schedule appointments
• Assist with investment account paperwork and processing
• Help keep client records and office operations organized
• Work closely with our advisors and team to support our clients

What We're Looking For

• Securities licensed (or willing to obtain required licenses)
• Professional, friendly, and dependable
• Organized and detail-oriented
• Comfortable working with clients and technology
• A team player with a positive attitude
• Financial services experience is a plus, but not required

Why Central Choice Financial?

We’re a growing team that genuinely cares about our clients, our community, and each other. We believe in creating a positive work environment where people can learn, grow, and make a difference.

If you’re looking for a position that combines client relationships, financial services, and variety in your day-to-day work, we’d love to meet you!