5 client services administrator jobs at 2 companies in Goodview, MN
2mo
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Registered Client Service Associate
La Crosse, Wisconsin, United States
OnsiteFull Time
2+ YOEAdministrative support, client account handling, license readiness, and basic industry knowledge.
Microsoft Excel, Microsoft Word, PowerPoint, Outlook
1mo
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Registered Client Service Associate
Rochester, Minnesota, United States
$47k-$70k/yr OnsiteFull Time
2+ YOE2+ years investment industry experience, high school diploma or equivalent, Series 7 and Series 63 or 66 required, strong administrative, customer service, communication, time management, and critical thinking skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1mo
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Registered Client Service Associate
Rochester, Minnesota, United States
$47k-$70k/yr OnsiteFull Time
2+ YOEHigh school diploma, 2 years investment industry experience, Series 7 and 63 or 66 required, proficiency with Microsoft Office, strong administrative, communication and customer service skills.
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Outlook
1mo
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Branch Office Administrator - Lake City, MN
Lake City, Minnesota, United States
OnsiteFull Time
Provide client service, account administration, scheduling, documentation, and support financial advisors; strong attention to detail, analytical thinking, digital tool literacy, and conversational skills required.
MoneyGuide, Salesforce, Microsoft Office
3mo
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Registered Client Service Associate
La Crosse, Wisconsin, United States
OnsiteFull Time
2+ YOEHigh school diploma, 2 years investment industry experience, Series 7 and 63 or 66 required (or willing to obtain), proficiency with Microsoft Office, strong communication and administrative skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook