Client Service Specialist

Laurel Wealth Planning

Client Service Specialist

Edina, MN

About the Company

At Laurel Wealth Planning, we build the connection with our client to develop a plan that fits their particular goals and preferences. We hold ourselves to a clear standard of client care, including “fully reliable,” and “go the extra mile.”

The Client Service Specialist is the first impression of our organization when a client calls or comes into our office. It is important that everyone, on the phone or in person, is greeted with warmth, and feels cared about and welcomed.

This is a full-time position that offers substantial benefits, including health insurance, a career track, tuition reimbursement for approved college classes/degrees.

Responsibilities

Client Service Specialist

• Welcoming and hospitality for clients & visitors

• Client service needs via telephone and email.

• Confirm and schedule client meetings.

• As client requests, money transfers.

• Client account forms to support money movement and account administration.

• Client account monitoring & analysis: required distributions, and retirement plan contributions.

• Send clients their quarterly investment results.

• Send clients birthday cards, holiday gifts, and regular emails.

• Client meeting preparation: organize important information and reports for Wealth Managers.

• Client meeting follow-up: as requested by Wealth Managers.

• Strong working knowledge of Microsoft Word. Light Excel experience.

• 3+ years in a wealth management or brokerage firm.

Office Administration

• Tracking required professional licenses and support renewals

• Organize client events on educational topics as well as scheduling team members (and self) for educational meetings

• New Client Marketing and Communication, via holiday cards, gifts, emails, scheduling lunches.

• Special projects

Skills Required

Warm, caring style.

Strong communication skills.

Strong organizational and multi-tasking skills.

Attention to detail.

Strong collaboration and team work.

Strong dedication and focus.

Financial experience preferred.

Compensation and Benefits

Compensation commensurate with experience.

75% employer-paid health insurance, plus family benefits.

$800 employer contribution to Health Savings Plan.

Employer paid disability income and life insurance coverage.

3% employer contribution to 401(k) plan.

2% additional discretionary employer profit-sharing contribution to 401(k) plan.

Quarterly bonus based on business results.

PTO (Paid time off).

Employee Development Opportunities

Licensing for new potential roles 100% paid by employer.

Tuition and credentialing reimbursement plans.

Career track to Senior Client Service Specialist or Paraplanner.

Please contact Patti Matthews at Patti.Matthews@mranet.org or 763-253-9149.