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Client Services Assistant Jobs

Company

North Star Resource Group
Address Minneapolis, MN, United States
Employment type FULL_TIME
Salary
Category Financial Services
Expires 2023-07-06
Posted at 1 year ago
Job Description
Position: Client Services Assistant


Reports to: Supervisor, Client Services


Compensation & Benefits


  • Medical, Dental, Vision, Life Insurance, Short Term & Long Term Disability
  • 401K with employer matching
  • $18.50- $21.00 per hour depending on qualifications and experience
  • Generous PTO package


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:


  • Integrity
  • Responsibility
  • Service
  • Gratitude
  • Growth
  • Faith


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.


  • Excellent customer service skills
  • Ability to coordinate multiple tasks and priorities
  • Maintains confidentiality of information
  • Excellent verbal and written communication skills
  • High attention to detail
  • Strong computer skills, Microsoft Office Suite experience preferred
  • 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