Client Services Assistant - Minneapolis

Client Services Assistant - Minneapolis North Star Resource Group - 3.8 Minneapolis, MN Job Details Full-time $19 - $21 an hour 19 hours ago Benefits Paid training Disability insurance Health insurance Dental insurance 401(k) Flexible spending account Paid time off Employee assistance program Vision insurance 401(k) matching Volunteer time off Life insurance Qualifications Customer communication Confidential information handling Serving clients Interpersonal skills Customer service Microsoft Office Administrative experience High school diploma or GED Attention to detail Clerical experience Productivity software

Full Job Description Position:

Client Services Assistant Reports to: Manager, Advisor Operations

COMPENSATION & BENEFITS

$19.00- $21.00 per hour depending on qualifications and experience Generous PTO package Medical, Dental, Vision, Life Insurance, Short Term & Long Term Disability 401K match

ORGANIZATION/BUSINESS OVERVIEW

North Star Resource Group is an independent financial services firm helping our clients start and stay on the path to financial security. We are committed to your complete financial wellness; whatever life may bring. We are looking for individuals to join our company that live our core values: Responsibility Faith Integrity Growth Gratitude Service

POSITION SUMMARY

This role is your first opportunity to start your career growth within the North Star family and is essential to our client experience and requires excellent customer service, confidentiality, and exceptional time management. As a Client Services Assistant, you will be a vital piece of the advisor's practice by completing the daily operations, including, but not limited to answering the phones, preparing for meetings, handling practice postal mail and email, utilizing computer systems and programs in support of client relations, and other administrative tasks as assigned. Minimum requirements in terms of educational background, work experience, licenses /certifications or other knowledge, skills and abilities. Strong computer skills, Microsoft Office Suite experience preferred Excellent verbal and written communication skills Excellent customer service skills Maintains confidentiality of information Ability to coordinate multiple tasks and priorities High attention to detail High school diploma or GED This description covers the primary and principal duties of the job. It is not intended to give all details or a step-by-step account of the way each procedure or task is performed.

ADDITIONAL SKILLS AND EXPERIENCE

Good organizational and demonstrated problem solving skills a plus. Knowledge of insurance/ financial services industry Life/Health licensing is a plus

Pay:

$19.00 - $21.00 per hour

Benefits:

401(k) 401(k) matching Dental insurance Employee assistance program Flexible spending account Health insurance Life insurance Paid time off Paid training Vision insurance Volunteer time off

Experience:

Customer service: 5 years (Required)

Microsoft Office:

5 years (Required)

Work Location:

In person