3mo
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Work From Home - Client Services Representative
Rochester, Minnesota, United States
RemoteAll Commitments Available
Remote role requiring ability to conduct virtual consultations, assess client needs, build relationships, and handle administrative tasks; strong communication and adaptability essential.
1mo
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Part Time Branch Office Administrator - Rochester, MN
Rochester, Minnesota, United States
OnsitePart Time
Provide exceptional client service, manage client accounts and administrative tasks, use MoneyGuide, Salesforce and Microsoft Office; analytical thinking, attention to detail, and digital literacy required.
MoneyGuide, Salesforce, Microsoft Office
1w
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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
2w
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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
1mo
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Client Solutions Tech Coordinator - MCL
Rochester or Phoenix or Scottsdale or Jacksonville
$25-$36/hr OnsiteFull Time
0+ YOEBachelor's OR associate+4yrs OR high school+6yrs in customer service/healthcare/helpdesk; strong customer service and technical troubleshooting skills; Microsoft Word/Excel proficiency; medical terminology; cover letter and resume required; not eligible for visa sponsorship.
Microsoft Word, Microsoft Excel
1mo
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Branch Office Administrator - Red Wing, MN
Red Wing, Minnesota, United States
OnsiteFull Time
Providing client service and administrative support to financial advisors, managing account tasks, using MoneyGuide/Salesforce/Microsoft Office, strong attention to detail, analytical thinking, adaptability, and teamwork.
MoneyGuide, Salesforce, Microsoft Office
1w
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Registered Client Service Associate
Rochester, Minnesota, United States
$47k-$70k/yr OnsiteFull Time
2+ YOEHigh school diploma, Series 7 and Series 63 or 66 required, 2+ years investment industry experience, proficiency with Microsoft Office and EMR-like systems, strong communication and administrative skills.
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Outlook