Wealth Client Services Coordinator

Collins and Krank; Fargo (ND); On-site; USD 42,000 - 68,000; Full time

Benefits offered by this job

Competitive salary

Benefits package

Opportunity for professional growth

Collaborative culture

Job summary

A boutique financial services firm in Fargo is seeking a detail-oriented Client Service Associate. This role emphasizes administrative support, client interactions, and collaboration within a team environment. Candidates should have excellent communication skills and strong attention to detail, with a preference for those holding a Bachelor's degree. The firm offers a competitive salary and benefits, as well as opportunities for professional growth in a supportive culture.

Qualifications

• Experience in financial services or administrative support is ideal.
• Entry-level candidates with strong organizational skills are encouraged to apply.
• Willingness to obtain Series 7/66 or similar licenses.

Responsibilities

• Serve as the first point of contact for clients.
• Assist with account opening and maintenance processes.
• Prepare materials for client meetings and follow up on action items.
• Handle day-to-day client inquiries and requests.

Skills

Excellent communication skills

Strong attention to detail

Multitasking ability

Proficiency in Microsoft Office

Education

Bachelor's degree preferred

Tools

CRM software

Job description

A boutique financial services firm in Fargo is seeking a detail-oriented Client Service Associate. This role emphasizes administrative support, client interactions, and collaboration within a team environment. Candidates should have excellent communication skills and strong attention to detail, with a preference for those holding a Bachelor's degree. The firm offers a competitive salary and benefits, as well as opportunities for professional growth in a supportive culture.