Job Description Client Services Associate Bloomington, MN | Full-Time | Monday-Friday, 8am-4pm or 9am-5pm $22-$23/hr | 100% In-Office | Direct Hire Are you detail-oriented, organized, and passionate about supporting clients in the financial services industry? Join a purpose-driven team that values collaboration, empowerment, and long-term relationships. About the Role As a Client Services Associate, you'll play a key role in supporting financial advisors and the broader team. You'll manage client documentation, prepare for meetings, maintain accurate records, and ensure compliance with internal systems and industry standards. Key Responsibilities
- Maintain accurate records using CRM tools
- Prepare and organize paperwork for financial transactions (annuities, life insurance, mutual funds)
- Cross-check client information across systems
- Update client spreadsheets with personal data
- Support advisors during client meetings and events
- Assist other team members and contribute to office operations
Qualifications Required:
- High school diploma or equivalent (Associate or Bachelor's degree preferred)
- 2+ years of experience in financial services, client support, or administrative roles
Preferred:
- Experience with loan processing
- Familiarity with financial products (annuities, life insurance, mutual funds, advisory services)
- Experience with CRM systems and financial platforms
- Understanding of compliance and confidentiality standards
Skills & Competencies - Strong organizational and time management skills
- High attention to detail and accuracy
- Proficiency in Microsoft Office Suite
- Effective written and verbal communication
- Ability to work independently and prioritize tasks
- Professional demeanor and commitment to client service
- Adaptability to changing procedures and documentation standards
Benefits - Health, dental, and vision insurance
- Health savings account
- Life insurance
- Paid time off
- Retirement plan
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county , to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions. Job Reference: JN -082###-####33