Client Servicing Representative

At Carlson Capital Management (CCM), we deliver a fully integrated, client-centered wealth management experience that exemplifies superior care and upholds the industry’s highest fiduciary standards. Our employee-owned firm offers customized investment, estate, tax, retirement, insurance, and philanthropic planning to individuals and families in a highly collaborative environment.

Summary of Responsibilities

As integral members of the firm’s advisory team, Client Servicing Representatives (CSRs) provide client-related support to all CCM team members and account servicing directly to clients as part of delivering the firm’s integrated wealth management experience with care. In addition, CSRs are responsible for warmly answering incoming phone calls and assisting callers or routing them appropriately to ensure a high level of service.

Location

This position is located in our Bloomington, MN office.

Essential Functions

• Works with clients on all aspects of account servicing, transactions, documentation and related communication. CSRs process all necessary asset transactions, such as money movements, new account openings, transfers, rollovers, and deposits, and prepare, manage, and secure signed forms required for account opening, management, and maintenance. This includes paper signatures and e-signatures on the DocuSign platform.
• Works directly with the firm’s custodians (e.g., Schwab, TIAA) to provide seamless servicing to clients.

• Assists with onboarding of new clients.
• Responsible for the accurate and timely data entry and administration of client-related activities within the client relationship management (Salesforce FSC) database. This includes and is not limited to money movement and related tasks, entering and updating client information, scanning documents, and retrieving data.
• Assists with preparation for client meetings, including paperwork and other items as requested.
• Provides advisory team with correspondence and other client communications as requested.
• Shares the responsibility for handling all incoming phone calls to the firm. Answers, screens, and directs phone calls in a timely manner, assisting clients directly when possible. Ensures phone coverage for all of CCM’s core business hours of 8:00AM to 5:00PM Monday-Friday.
• Provides backup to other client servicing representatives for hospitality, sorting mail, and general office support as needed.

Qualifications & Requirements

• Prior, proven experience with successful responsibility in a role providing superior client service and exhibiting exemplary problem-solving skills, preferably within a financial services environment or similar professional setting, is required.
• Experience with client-specific, proprietary, and confidential correspondence is strongly preferred.
• Intermediate or better proficiency with MS Office software products is required.
• Experience with client relationship management database(s) is preferred.
• Proven ability to be detail-oriented, accurate, and adaptable is required.
• Strong verbal and electronic communication proficiency is required.
• Flexibility to travel to other firm locations or attendance at events will be required periodically.