Licensed Client Services & Operations Specialist

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

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.