Client Service Associate

Client Service Associate

Biekkola & Associates, an Ameriprise Financial private wealth advisory practice is seeking a full-time Client Service Associate to join our fast-paced and growing team in Edina, MN. 

At Biekkola & Associates, we help people feel confident about their financial future by providing comprehensive financial planning to families, individuals, and small organizations to help achieve financial goals and simplify their financial lives. 

The Client Service Associate at Biekkola & Associates is crucial in enhancing the client experience and supporting firm operations across financial planning, business administration, and client service. 

The successful candidate will demonstrate expertise in client service, high attention to detail, be able to work in a fast-paced environment, complex problem solving, communication, and relationship building.

Role Responsibilities:

• Primary role of this position is to schedule and confirm meetings with clients.
• Utilize our client relationship management system regarding all aspects of scheduling, notes, task management, business development, and campaigns.
• Office management: manage outgoing and incoming mail, scanning documents, and greeting clients when they come in for meetings.
• Professionally answer and triage inbound calls and text messages.
• Make outbound phone calls to schedule/reschedule meetings.
• Gather, review, and verify the accuracy of financial documents submitted by clients.
• Join meetings with the Financial Advisors to document notes, assign follow up tasks, update their financial plan, and send summary emails.
• Marketing activities: social media posts, connecting with clients on LinkedIn and Facebook, and helping with client events.
• Investment and insurance paperwork preparation including follow-up and confirmation of implementation.
• Deliver service to clients through meeting material preparation, meeting attendance, post-meeting action item execution and day-to day administration.
• Contact corporate office to resolve issues as needed.
• Maintain client contact and help support client needs between meetings, leading the client experience.

Qualifications:

• Associate’s degree or higher; or 2-3 years related experience and/or training; or equivalent combination of education and experience.
• Proficiency in Microsoft Office Suite and advanced computer skills.
• Capability and desire to demonstrate the Biekkola & Associates Core Values
• Strong attention to detail, organizational abilities, and time management skills.
• Ability to work independently and as part of a team in a fast-paced, goal-oriented environment.
• Ability to manage simultaneous projects with attention to detail and accuracy, avid follow-up, and adherence to deadlines.
• Ability to communicate with precision in written and verbal forms.
• Ability to anticipate the needs of advisors and the team.
• High integrity, strong work ethic, and respect for confidentiality.

Compensation and Benefits:

• Salary of $50,000 to $60,000 with potential for performance-based bonuses.
• Comprehensive benefits and retirement package including medical, dental and vision insurance; 401(k); and vacation time.
• Covered costs for licensing and continuing education towards your training and development goals.
• Our beautifully designed office is located in Edina on France Avenue. It is easily accessible with free parking and other nice amenities.
• Hybrid work environment.
• Please include your resume, and if available a cover letter and references with your application.