Client Service Associate Fortress Financial Group Rochester, MN Job Details Full-time $35,000

• $50,000 a year 1 day ago Benefits Paid holidays Health insurance Paid time off Professional development assistance Retirement plan Qualifications Teamwork Managing clients in a customer support role Attention to detail CRM system proficiency Full Job Description Client Services Associate (Relationship-Focused & Entry-Level) Rochester, MN | Full-Time | In-Person Monday-Friday, 8:30 AM
• 4:30

PM Total Compensation Package Includes:

Starting Compensation:

$35,000

• 45,000+ depending on experience, fit, and growth potential, plus quarterly team bonuses and an exceptional PTO package 2 weeks PTO / 2 weeks ESST in Year 1 4 weeks PTO / 2 weeks ESST after Year 1 Birthday off and paid holidays

SIMPLE IRA

with company match after 1 year of service Group Health Insurance Options Professional development opportunities Looking for a Career Where People Matter? Do people naturally gravitate toward you? Are you the person who remembers names, enjoys helping others, and can brighten someone's day with a smile? If so, we'd love to meet you. Fortress Financial Group is looking for a Client Service Associate to become the welcoming face and trusted first point of contact for our clients. This is an excellent opportunity for someone who loves working with people, enjoys being organized, and wants to grow professionally in a supportive, values-driven environment. No financial services experience? That's okay. We're far more interested in finding someone with the right attitude, character, and willingness to learn. We can teach the industry. We can't teach kindness, integrity, and genuine care for others. Our Core Values Everything we do is guided by these five values:

• Get Stuff Done
• You take initiative, follow through, and can be counted on to complete what you start.
• Growth Mindset
• You are coachable, open to feedback, and always looking for ways to improve.
• Treat Others with Respect
• You value teamwork, communicate professionally, and genuinely care about people. Do the Right Thing
• You act with honesty and integrity, even when no one is watching. No Arrogance
• We believe the best team members are humble, collaborative, and always willing to learn.

Who Thrives Here? You may be a great fit if you are: Naturally upbeat, friendly, and easy to get along with Energized by helping people and building relationships Organized and dependable Detail-oriented without losing sight of the big picture Comfortable learning new technology and systems A strong communicator in person, over the phone, and through email Curious, coachable, and eager to grow What You'll Do As a Client Service Associate, you'll help create an exceptional experience for every client who interacts with our firm. Build Strong Client Relationships Welcome clients and visitors with warmth and professionalism Help clients feel valued, comfortable, and well cared for Answer incoming calls and emails with a positive, helpful attitude Serve as a friendly and reliable resource for client needs Keep Things Running Smoothly Schedule and confirm appointments Assist with client paperwork and account processing Maintain accurate records in our CRM system Coordinate mailings, client events, and office communications Help keep our office organized and operating efficiently Learn and Grow Develop knowledge of the financial planning industry Learn new systems, processes, and responsibilities Take advantage of ongoing coaching and professional development opportunities Why Join Fortress Financial Group? We're a growing firm that believes relationships come first. Our clients trust us with important life decisions, and we believe they deserve exceptional experiences every time they interact with our team. That's why we invest heavily in our people, our culture, and creating an environment where team members enjoy coming to work. You'll join a supportive team that values collaboration, growth, humility, and doing great work together. Our Hiring Process 15-minute introductory phone conversation In-person interview with leadership Team culture conversation/2nd interview Personality and strengths assessments Offer Ready to apply? Submit your resume and tell us why you'd be a great fit for our team. We'd love to learn more about you. Fortress Financial Group is an Equal Opportunity Employer and is committed to creating an inclusive workplace where everyone can thrive.

Job Type:

Full-time Pay:

$35,000.00

• $50,000.

00 per year

Benefits:

Health insurance Paid time off Professional development assistance Retirement plan Application Question(s): This role involves managing appointments, paperwork, client requests, emails, and follow-up tasks at the same time. How do you make sure details don't fall through the cracks? Tell us briefly about your experience working directly with customers, clients, patients, guests, or the public. What did you enjoy most about it?

Work Location:

In person