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We are looking for an experienced Client Relationship Manager to join our team in Greater Twin Cities area in Minnesota. In this role, you will support Financial Advisors by providing client support, ensuring smooth operations and excellent client service. This position is ideal for someone with strong problem-solving skills and a passion for delivering exceptional support in a dynamic, growth-oriented environment.
Job Responsibility:
Oversee all operational aspects related to client management, including paperwork processing and execution of client requests
Deliver high-quality service by understanding clients’ individual needs and responding promptly
Work closely with Financial Advisors to ensure compliance with company policies and procedures
Provide backup coverage for other support staff during periods of high volume or absence
Utilize internal computer systems to support client service and drive business efficiency
Serve as the main operational resource and first contact for Financial Advisors’ operational needs
Maintain strict confidentiality at all times
Research, resolve, and follow through on complex client account issues until resolution is achieved
Requirements:
FINRA Series 7 license
Bachelor’s degree
Minimum of 2 years of experience in investment operations
Strong analytical and problem-solving skills
Outstanding organizational skills and attention to detail
Intermediate proficiency with computer applications
Working knowledge of fixed income products, equities, mutual funds and annuities