Client Service Associate Canopy Financial Group Richfield, MN Job Details Full-time $50,000 - $75,000 a year 6 hours ago Benefits Paid time off Retirement plan Qualifications Wealth management Interpersonal skills Writing skills Attention to detail Financial services Associate's degree

Full Job Description Position Overview:

We refer to our Client Service Associate as a Client Engagement Associate. This individual is the welcoming face and voice of our firm, responsible for creating a warm, professional, and engaging experience for clients and team members. This role ensures seamless front office operations while supporting client service requests. The ideal candidate has wealth management experience and is detail-oriented, proactive, and committed to supporting clients with professionalism and efficiency. Fingerprinting and comprehensive background checks are required.

Responsibilities:

Deliver a professional first impression for every client interaction. Answer and address incoming calls promptly and courteously. Ensure seamless scheduling of meetings and conference rooms. Assist with client service requests (e.g., statements, deposits and withdrawals, address and beneficiary changes, etc.). Assist with new business processing (e.g., new accounts, transfers, client profiles, etc.). Manage incoming and outgoing mail, deliveries, and courier services. Maintain office supplies inventory and place orders when necessary. Assist with data entry and recordkeeping in CRM and financial systems. Support compliance processes by ensuring proper documentation and adherence to regulatory requirements.

Education:

Associate's degree or equivalent relevant experience.

Experience:

Minimum of 3 years of experience in wealth management.

Background Screening:

Fingerprinting and comprehensive background checks are required to ensure our fiduciary responsibilities to our clients are upheld. Only applicants with clean or nearly clean records should apply.

Skills:

Exceptional attention to detail with a commitment to accuracy, completeness, and error-free work in a fast-paced environment. Strong interpersonal skills and professional, client-focused demeanor. Proficiency in Microsoft Office and CRM systems. Ability to prioritize and manage multiple tasks. Ability to maintain confidentiality and handle sensitive information. Familiarity with financial products, services, and regulatory requirements. Strong communication skills (written and verbal). Problem-solving skills and a proactive approach to improving processes and service delivery.

About Us:

At Canopy Financial Group, we are dedicated to delivering personalized financial guidance and exceptional service. Our team works with an established client-base and we pride ourselves on building long-term relationships. Joining our team means contributing to a high-performing practice with a reputation for excellence and a strong commitment to client success. Join us in creating meaningful experiences that foster loyalty and drive our collective success!

EOE, M/F/D/V

Pay:

$50,000.00 - $75,000.00 per year

Benefits:

Paid time off Retirement plan Application Question(s): Do you have a clean or nearly clean U-4?

Experience:

Wealth Management:

3 years (Required)

Work Location:

In person