Pinnacle Private Wealth Group

PINNACLE PRIVATE WEALTH GROUPClient Service RepresentativeRochester, Minnesota

Join Our TeamPinnacle Private Wealth Group is seeking a professional, organized, and client-focused Client Service Representative to help deliver an exceptional experience for our clients.As one of the first points of contact for our firm, you will play a key role in creating a welcoming environment while supporting advisors and Client Service Specialists through a variety of administrative and service-related responsibilities.

What You'll DoClient Experience✓ Answer and direct incoming phone calls ✓ Welcome and assist clients and visitors ✓ Monitor and manage voicemail, text messages, and shared email communications ✓ Deliver a professional and friendly experience during every interactionScheduling & Coordination✓ Schedule, reschedule, and confirm client appointments ✓ Manage advisor calendars and meeting logistics ✓ Send appointment reminders and confirmations ✓ Assist with meeting follow-up activitiesClient Service Support✓ Follow up regarding required paperwork and documentation ✓ Update client records and account information ✓ Maintain accurate electronic records and filesAdministrative Support✓ Process and organize client documents ✓ Coordinate outreach and client appreciation initiatives ✓ Support advisors and Client Service Specialists with administrative projects and workflow management

What We're Looking For·        Strong communication and interpersonal skills·        Exceptional attention to detail·        Highly organized and dependable·        Professional demeanor and positive attitude·        Proficiency with Microsoft Office·        Ability to handle confidential information with discretionPreferred Experience·        Customer service·        Administrative support·        Banking·        Insurance·        Healthcare administration·        Financial services

Compensation & Benefits$40,000 - $45,000 Annual Salary·        Paid Time Off·        Paid Holidays·        Access to Retirement Plan and Health Insurance Benefits·        Professional Development Opportunities·        Collaborative Team Environment

To Apply, Contact: Dan Petersen Financial Advisor, Vice President Pinnacle Private Wealth Group📧 dan.petersen@ampf.com