Client Services Associate

Client Services Associate Northern Prairie Financial North Oaks, MN Job Details Full-time $50,000

• $72,000 a year 1 day ago Benefits Health savings account Paid holidays Disability insurance Health insurance Dental insurance 401(k) Paid time off Vision insurance 401(k) matching Life insurance Qualifications Customer relationship building Handling customer inquiries Associate's degree in Business Administration Zoom Mid-level Administrative experience Organizational skills Financial services Business Administration Clerical experience CRM system proficiency Productivity software Appointment scheduling Phone call management Clean workspace maintenance Document management Business Associate's degree 2 years Communication skills Technical Proficiency Account opening File organization Client interaction via phone calls Full Job Description

ROLE IMPACT

The Client Services Associate provides essential operational and administrative support to the Financial Advisors and clients of Northern Prairie Financial, ensuring a positive experience and fostering genuine relationships between all parties. A successful individual in this role will boost efficiency and productivity through managing advisor schedules and firm CRM, communicating proactively, processing accurate insurance applications, maintaining extreme organization and document tracking as well as exceling in follow up and follow through. This role is a great opportunity for a highly collaborative professional who operates with an ownership mindset, though not in a sales role, and enjoys a variety of tasks to make an impact on a growing Minnesota business. Please note this is an in-office role in North Oaks, MN and requires the successful completion of a FINRA background and reference checks.

CORE RESPONSIBILITIES

Focused on Operational Administrative Support and Insurance Processing for NPF owners and financial advisors, Jason DeKeuster and Nick Pariseau Schedule and coordinate advisor and client meetings; prepare and process documents, reports, materials, and track action items as requested Provide professional and friendly customer service; perform essential office administrative work including answering phones, scan/copy/print, maintain office, lobby, and conference room cleanliness and readiness for visitors Process new account applications and account service requests accurately, efficiently, and with a sense of urgency Create insurance proposals and recommendations with advisors' guidance Expertly navigate, maintain, and improve the firm's client relationship management (CRM) software Maintain organized filing systems (both digital and physical) for easy document retrieval Operate with strict discretion: handle sensitive, confidential company and personal information with care

QUALIFICATIONS

REQUIRED

KNOWLEDGE AND EXPERTISE

Associate's degree in business administration and/or equivalent professional experience within administrative roles and financial services, typically 2+ years of experience Relentless attention to detail with exceptional organization and communication skills Critical thinking and creative problem-solving abilities; proactive and self-sufficient in managing tasks and responsibilities Belief in a culture of collaboration, transparency, and trust across the team; flexible, embraces change Proficiency with various technology devices and programs (Microsoft office, CRM software

• A360, Zoom, etc.

) with the ability to quickly learn new tools and technology

PAY + BENEFITS

Starting wage of $25

• $35 / hour Medical insurance with HSA plan (50% of premium employer paid for employee) Life Insurance
• Term & Whole Life plans (100% employer paid) Disability
• Short & Long-term plans (100% employer paid) Critical Illness & Accident Insurance Plans (100% employer paid) 401(k) retirement plan with safe harbor employee match Paid Time Off (PTO) accrual that increases with years of service and 9 Paid Holidays

HOW TO APPLY

Interested candidates should submit a resume detailing relevant work experience to with email subject line Client Services Associate at NFP

• [Your Name.

] Cover letter optional. FOCLE is the HR + Operations firm that supports Northern Prairie Financial people and programs.

ABOUT NORTHERN PRAIRIE FINANCIAL, EST 2012

At Northern Prairie Financial, we're solution partners. That means we don't just talk about money—we dig into the whole picture. Our clients come with financial questions, but often what they really need is help solving what's beneath the surface: family dynamics, big transitions, or legacy decisions. We're steady thinkers and present guides. Whether a client is planning for retirement, managing a business exit, or facing new life priorities, we help bring clarity to the complexity. We don't offer quick fixes. We offer a trusted partnership that adapts as life changes. We show up with honest questions, practical insight, and deep care.

Our goal is simple:

to help people feel understood, equipped, and taken care of—far beyond a financial transaction.

Pay:

$50,000.00

• $72,000.

00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Health savings account Life insurance Paid time off Vision insurance

Work Location:

In person