Use your administrative and operational experience to assist our client in managing and growing their business. As a Client Service Associate (CSA) assisting prospective and existing clients with their account needs, you will make a positive impact every day.
Located in Plymouth, Minnesota, a suburb of the vibrant Twin Cities area, our client is an established and growing financial services firm looking for a Client Service Associate to join their team.
The CSA will provide administrative and operational client service support to the firm’s Managing Principal. The CSA will play an integral role in assisting with business development ensuring: prospective and existing client meeting preparation is complete; action item and follow-up reminders are timely and thoroughly addressed; proper prioritization has been defined; collaboration of business strategy to include marketing, new business lines and process improvements. The CSA is responsible for providing an unforgettable first impression to prospective clients and serves as a positive and efficient client service resource ongoing.
Highlights of the CSA position include, but are not limited to: