Client Services Director jobs in Rochester, MN

We are seeking a highly detail-oriented and organized individual to join our team as a Client Service Assistant. The ideal candidate will demonstrate our core values each day with our team and clients (humble, hard-working, trustworthy, client-centered, servants heart). The primary responsibilities of this position include:

· Preparing and completing paperwork, including working side-by-side with clients and advisors

· Following up and completing tasks identified by advisors from review meetings with clients

· Providing accurate information to callers/clients based on our established procedures

· Adhering to and reporting appropriately for compliance-related activities

· Updating client files

· Using systems/technology established in the office

· Assisting with administrative tasks, including greeting walk-ins, answering the phone, opening/closing the office as needed, completing research activities as assigned, participating in iWealth events (summer picnic, iShred event, etc.), printing/imaging/copying as needed, as well as other tasks as assigned.

The successful candidate will have a high level of confidentiality and demonstrate good computer skills. Experience working with complex forms and paperwork is preferred, but not required. This person must be able to problem-solve and demonstrate a high level of follow-up and completion of tasks, and attention to detail.

Job Type: Full-time

Pay: $20.00 - $25.00 per hour

Expected hours: No less than 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Paid time off

Compensation package:

• Bonus opportunities

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Education:

• Bachelor's (Preferred)

Experience:

• Customer Service: 1 year (Preferred)

Ability to Relocate:

• Waseca, MN 56093: Relocate before starting work (Required)

Work Location: In person