Client Services Associate / Financial Advisor Assistant

Client Services Associate / Financial Advisor Assistant EFS Advisors | Full-Time | $45,000 - $60,000 EFS Advisors is seeking a Client Services Associate to support a busy financial advisory practice. This role works closely with the lead advisor to ensure clients receive exceptional service while helping keep daily operations organized and running smoothly. The ideal candidate is organized, detail-oriented, and enjoys interacting with clients. This position plays an important role in maintaining strong client relationships and serving as a key point of contact within the practice. For candidates interested in building a long-term career in financial services, this role offers growth opportunities through additional responsibility, professional development, and industry licensing. Key Responsibilities Responsibilities include, but are not limited to: Preparing materials for client meetings and account reviews Maintaining the advisor's calendar and CRM system Assisting with onboarding new clients and opening new accounts Preparing, sending, and processing client paperwork Following up on account transfers to ensure timely completion Filing and retrieving digital documents, records, and reports Regularly contacting and engaging with clients regarding account needs, paperwork, and follow-up items Serving as a primary point of contact for clients and helping coordinate communication between the advisor and clients Answering and directing incoming calls as needed Providing administrative and operational support to help the practice operate efficiently Qualifications Two-year college degree or higher preferred Intermediate proficiency with Microsoft Office (Word, Excel, Outlook) Previous administrative or office support experience required Strong attention to detail and organizational skills Positive attitude, reliability, and strong work ethic Ability to meet deadlines and manage multiple priorities Demonstrates independence in managing tasks once direction is provided, with good judgment in knowing when to ask questions Strong communication and customer service skills Career Growth Opportunity This role is designed for someone interested in building a career in the financial services industry. Individuals in this position will work toward obtaining industry licensing (such as the Series 65 or similar credentials) as part of their professional growth within the practice. As skills, experience, and licensing progress, opportunities may include: Increased responsibility within the practice Greater involvement in client service and planning support Expanded career opportunities and higher compensation

Compensation & Benefits Salary:

$45,000 - $60,000 depending on experience, higher end of range for an individual with partial or completed licensing

Schedule:

Typical hours are 8:00 AM - 4:00

PM Benefits:

401k with match, Medical, Dental, Life Insurance, and paid time off Flexible work environment that can accommodate family schedules Support for professional development and licensing What Makes Someone Successful in This Role The ideal candidate enjoys organization, problem-solving, and helping clients. This position requires someone who is proactive, detail-oriented, and comfortable communicating regularly with clients. We are looking for someone who takes pride in their work, enjoys learning new skills, and wants to grow professionally within the financial services industry. Candidates who are interested in building a long-term career and expanding their knowledge of the financial services profession will find strong opportunities for growth within this role. Application Instructions To help us identify candidates who pay close attention to detail, please include the phrase "Client Service Matters" in the subject line or first paragraph of your application. Additional Information A background check and fingerprinting are required for all employees in accordance with financial industry regulations.

Job Type:

Full-Time Location:

Cambridge, MN If you are looking for a role where you can build meaningful client relationships, stay organized, and grow within the financial services profession , we would love to hear from you. EFS Advisors is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law

Job Type:

Full-time Pay:

$45,000.00 - $60,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Employee assistance program Employee discount Flexible spending account Health insurance Health savings account Life insurance Paid time off Referral program Retirement plan Vision insurance

Physical Setting:

Office Education:

Associate (Preferred)

Experience:

Administrative/Office Support:

1 year (Preferred)

Work Location:

In person