We are a boutique financial services firm dedicated to providing personalized wealth management and financial planning solutions to our valued clients. Our close-knit team fosters a collaborative, professional environment where every member plays a key role in delivering exceptional client experiences. We are seeking a detail-oriented, service-focused Client Service Associate to join our team — think of this role as the "paralegal" of financial services: highly administrative and operational, with a strong emphasis on supporting advisors and ensuring seamless client service.
Key Responsibilities:
Serve as the first point of contact for clients, handling phone calls, emails, scheduling meetings, and greeting visitors (receptionist duties for entry-level candidates). Assist with account opening, maintenance, transfers, and other operational processes, ensuring accuracy and compliance. Prepare materials for client meetings, take notes, and follow up on action items. Handle day-to-day client inquiries and requests, providing timely and professional responses. Support advisors with administrative tasks, including data entry, CRM updates, document preparation, and reporting. For experienced candidates: Participate in client meetings, communicate directly with clients on more complex matters, and take on greater responsibility in service delivery and relationship management.
Qualifications:
Bachelor's degree preferred (finance, business, or related field a plus, but not required). Experience in financial services, administrative support, customer service, or a related field is ideal; entry-level candidates with strong organizational skills are encouraged to apply. Excellent communication skills (written and verbal) and a professional, client-oriented demeanor. Strong attention to detail, multitasking ability, and proficiency in Microsoft Office (experience with CRM software or financial platforms a bonus). Series 7/66 or similar licenses a plus (or willingness to obtain with firm support). Passion for delivering outstanding service and working in a team-focused environment.
What We Offer:
Competitive salary (commensurate with experience) and benefits package. Opportunity for professional growth in a supportive boutique setting. Collaborative culture with direct impact on client satisfaction and firm success. If you thrive in a fast-paced, service-driven role and enjoy building relationships while handling essential operational details, we'd love to hear from you! To apply, please email your resume and a brief cover letter explaining your interest in this position to brien.krank@raymondjames.com or mail to COLLINS AND KRANK 300 NP AVE Suite 108, FARGO ND 58102
