Client Service Associate

Location
Minnetonka, Minnesota
Salary
Based on experience
Posted
Apr 05, 2021
Closes
May 05, 2021
Job Function
Operations
Employment Type
Full Time
Education
Bachelors

Marks Group Wealth Management is a Minnetonka-based Registered Investment Advisor with $1.5 bil AUM as of March 2021. The firm is growing rapidly through new client acquisition. There are presently twelve full-time employees.

We seek a career-oriented individual that can thrive in a collaborative environment and enjoys the challenges of providing exceptional service to our clients. Duties are varied and can include:  preparation for client review meetings; meeting follow up; responding to client inquiries and maintaining and updating client files.

Core Responsibilities:

  • Provide administrative and operational support to the firm’s advisors
  • Respond to client requests in a timely and professional manner.
  • Participate in essential office duties, such as answering and routing phones, responding to emails, and scheduling.

Required Skills:

  • Detail-oriented and organized
  • Excellent interpersonal, verbal, and written communication skills
  • Ability to prioritize and complete tasks efficiently
  • Self-motivated and focused
  • Proficient in Microsoft Word, Excel, PowerPoint, and Outlook
  • Process oriented and can work in a collaborative environment

Education and Experience:

  • Bachelor’s degree preferred
  • Minimum 3 years industry experience

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