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Senior Associate, Client Service

NorthRock Partners
Minneapolis, MN
  • Expired: over a month ago. Applications are no longer accepted.
Job Description
Salary:

Summary

Deliver the NorthRock client experience to clients within practice, ensuring service standards are being met, improved, and exceeded. Responsible for prepping and creating client-ready materials.


Essential Functions:

  • Partner with team members and advisors to deliver client-ready meeting prep and follow up materials which may include the development and delivery of materials in a Client Relationship Manager capacity for select clients
  • Collect data and documents for assigned clients, interpret client documents to answer client questions, keep all aspects of CRM up to date, and continually improve client service standards
  • Represent the NorthRock firm and advisor practices by partnering with internal and external business partners and advice teams to complete tasks and provide an exceptional client experience
  • Work closely with other Client Service Associates to inform design and implement improved processes and operational policies across team
  • Develop processes to exceed client service standards
  • Participate in client calls and meetings
  • Assist in the implementation and delivery of special requests and client projects across advisor team
  • Work directly with client’s other preferred professionals to inquire about, resolve, or facilitate client requests


Required Education & Experience

  • A bachelor’s degree from an accredited college or university required
  • 3+ years of industry specific experience
  • Successful candidates will combine rigorous service acumen across many of the following areas, along with impressive depth in one or two:
    • Financial Planning
    • Insurance
    • Tax Services
    • Estate Planning
    • Executive Compensation
    • Cash Flow Management
    • Accounting
  • Experience in a client-service or professional service role
  • Demonstrated ability to meet deadlines, handle and prioritize simultaneous requests, and manage lateral and upwards
  • Experience with a CRM database is appreciated (e.g., Salesforce)
  • Professional and timely internal and external communication skills via multiple platforms (in-person, phone, email)
  • Proficiency in all areas of Microsoft Office and Apple iOS mobile; must be very tech savvy

NorthRock Partners

Address

Minneapolis, MN
55402 USA

Industry

Business