Financial Client Service Specialist at EWP Operations, LLC – Rochester, Minnesota

About Echelon Wealth Partners

Echelon Wealth Partners is a fast-paced financial services practice. Our mission is to bring profound impact to the lives of our clients, team members and the community. Our Values are Trust, Integrity and Excellence. Echelon Wealth Partners is in the top 1% of all Ameriprise Financial franchise practices. ameripriseadvisors.com/team/echelon-wealth-partners

Work Location: 4115 26th St NW, Rochester, MN 55901 - Onsite

Full-time Hours: 40 hours per week, Monday-Friday 8:30 a.m. to 5:00 p.m.

Competitive pay, benefits including: 401(k), health insurance, vacation and sick leave, life insurance and disability insurance and advancement opportunities available.

Job Summary

The client service specialist/paraplanner is responsible for providing client relationship support to Financial Advisors, executing trades and transactions as well as preparing and processing application. Candidates must be willing to obtain or have a Securities Industry Essentials (SIE), Series 7, Series 66 and State Life/Health licenses.

Essential Duties and Responsibilities

Provide administrative support to Financial Advisors

Execute trades and transactions for clients

Provide relationship support through managing, gather and analyzing client data

Work with clients to resolve issues

Prepare and process client applications and checks

Perform a variety of routine clerical tasks.

Various computer applications, such as database management and word processing.

Creates, maintains, and enters data into databases.

Schedules appointments using Salesforce CRM software.

Echelon Wealth Partners reserves the right to add or change duties at any time.

Required Skills and Qualifications

Education: Bachelor's degree

Licenses: Securities Industry Essentials (SIE), Series 7, Series 66, State Life/Health Insurance Licenses or willingness to obtain

Experience: 1-2 years of related experience

Excellent verbal and written communication

Effective communication with clients and other advisors/staff

Positive Attitude and sincere willingness to constantly learn and grow

Proficient in Microsoft 365 technology

Organization

Time management

Service orientation

Critical thinking

Active listening

Coordination

Positive attitude