Registered Client Service Associate

Muriel Consulting; Plymouth (MN); On-site; USD 48,000 - 72,000; Full time

Benefits offered by this job

Group benefits

Profit sharing

Retirement plan

Job summary

Muriel Consulting in Minnesota seeks an administrative professional to handle client interactions, process forms, and support a planning-centric client experience.

The role emphasizes detailed client management, forms processing, and regulatory compliance, with a collaborative team environment and opportunities to contribute to the firm's success. Requires Series 7/63/65/66 or willingness to obtain within 6 months.

Qualifications

• Active Series 7, 63/65 or 66 or willing to obtain within 6 months.
• 3+ years of client service experience in wealth management or financial advising
• Highly relational, organized and able to follow processes and improve on them
• Strong computer skills, proficient in Microsoft Office and experience with CRM.

Responsibilities

• Detailed client management, answering and responding to client inquiries and account requests.
• Process new account documents, account transfers, beneficiary updates, money movement processing, investment buys and sells.
• Maintain records to ensure compliance with firm and regulatory standards.
• Work with team to achieve firm's goals.

Skills

Client relationship management

Wealth management background

CRM proficiency

Attention to detail

Tools

Microsoft Office

CRM

Job description

The ideal candidate will be responsible for handling administrative tasks, process required forms and develop good relationships with existing clients. They should be comfortable in a team environment supporting an elevated, planning-centric client experience and contributing to the firm's success.

Responsibilities

• Detailed client management, answering and responsding to client inquiries and account requests.
• Process new account documents, account transfers, beneficiary updates, money movement processing, investment buys and sells.
• Maintain reecords to ensure complienace with firm and regulatory standards.
• Work with team to achieve firm's goals.

Requirements

• Active Series 7, 63/65 or 66 or willing to obtain within 6 months
• 3+ years of client service experience in wealth management or financial advising
• Highly relational, organized and able to follow processes and improve on them
• Strong computer skills, proficient in Microsoft Office and experience with CRM.

Benefits & Compensation

• Competitive base salary plus branch production bonus
• Group benefits, profit sharing, retirement plan and more