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
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