Client Service Specialist

Benefits:

• 401(k)
• 401(k) matching
• Competitive salary
• Dental insurance
• Health insurance
• Paid time off

Job Title: Client Service Specialist
Status: Non-Exempt
Location: Edina, MN - Hybrid

About our Firm
Laurel Wealth Planning (LWP) has served clients through comprehensive financial planning and proactive investment advice for twenty-five years from our main office in Edina, Minnesota. We are passionate about helping people live the lives they want, building long-term relationships based on a foundation of trust and confidence. High attention to our clients (1 to 20 client to team-member ratio) helps us know and serve our clients well. We publicly commit to our values of client care first, honor, full reliability, going the extra mile, win-win teamwork, and inclusion & diversity. We serve financially successful individuals including women decision makers and ESG investors.

We so enjoy seeing motivated team members thrive. Each of our team members has a career track with clear skill-building opportunities and support.

Client Service Specialist (CSS) Role
The Client Service Specialist is a valued member of the team, playing a critical role in fulfilling client needs. As the first person to greet clients when they call or visit the firm, the CSS creates a lasting positive impression, greeting them with warmth and attentive listening. The CSS works closely with other members of the client service team as the main point of contact for client service. They also carry out operational and administrative tasks for our firm. This position will report to our Client Service & Operations Manager.

This is a full-time position that offers substantial benefits, including health insurance, a career track, and tuition reimbursement for approved college classes/degrees.

Growth Opportunity
Career Track: Over time, this position may lead to the following:

• Client Service Specialist II: lead on advanced client account needs.
• Senior Client Service Specialist: go to expert for other Service Specialists.
• Paraplanner: supports wealth managers in financial planning analysis & strategies.

Promotions are based on overall contribution and firm needs. Depending on contribution and skills, other career tracks may become available.

Essential Duties & Responsibilities:
Client Service Support

• Welcoming and hospitality for clients & visitors.
• Meet client service needs via telephone, Zoom, Teams, in-person and email.
• Scheduling & confirming meetings, creating Zoom/Teams links, ensuring meetings are listed on calendar and internally tracked.
• Responding to client needs by establishing new accounts, completing money and security transfers, and account administration as needed.
• Facilitate the smooth transition of new clients into our organization.
• Sending clients their quarterly investment results.
• Sending clients birthday cards and gifts.
• Sending forms to be electronically signed via DocuSign.
• Activating client portals.
• Working closely with Wealth Managers to prepare materials for client meetings and implement follow-up steps.
• Assistance in maintaining conference room & client snacks/drinks.
• Supporting client service in suggesting process improvements and enhancements.
• Scanning documents.
• Other client service responsibilities as requested.

Operations support

• Company expert in reporting generated from our portfolio management software. This includes ensuring accuracy for quarterly reports.
• Data entry into software systems.
• Providing basic technical support to team members and monitoring the copier/printers, ordering service as needed.
• Processing mail.
• Office admin tasks include light office cleaning, organizing, ordering and stocking supplies, watering plants, sanitizing the office and turning on the air purifiers.
• Providing compliance support to Compliance Manager as requested.
• Supporting team-building events by placing lunch reservations and coordinating event details as requested.
• Coordinating networking meetings & marketing initiatives.
• Other operations responsibilities as requested.

Knowledge, Skills and Abilities:

• Warm, friendly and caring style.
• Strong verbal & written communication skills.
• Independent time management proficiency.
• Highly organized with strong attention to detail.
• Effective collaboration and teamwork with team members.
• Ability to self-start, take initiative, and be proactive.
• Evidenced commitment to honesty, diligence, and upholding the confidentiality of both firm and client information. Dedicated and focused.
• Comfortable with technology and data entry skills. Familiarity with Microsoft Word, Excel and CRM.
• Prioritizes and plans own work activities; able to multi-task.
• Commitment to exceeding client expectations.
• Adapts to shifting priorities and evolving roles seamlessly.
• Composure and maturity, particularly when faced with pressure.
  
  

Education/Experience:

• Associates degree required. Bachelors degree preferred.
• Academic excellence reflected in your GPA (3.2 or higher).
• 1-3 years of office administrative experience, financial services a plus.

Compensation

• Base: Based on skills and experience. Non-exempt role, eligible for overtime pay.
• Bonuses: Based on team success.

Benefits
We offer competitive, holistic employee benefits.

• Individual & family health insurance benefit. Dental plan.
• Immediately-vested contributions to HSA.
• Company-paid disability income and life insurance.
• 401(k): immediately vested employer 3% contribution.
• Hybrid work schedule after 6 months with strong performance.
• PTO, flex time.
• Free covered parking.
• Free workout center, track, and pool.
• Professional investment and financial planning advice.

Educational Support

• Tuition reimbursement for approved undergraduate and graduate courses.

In general, the work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually quiet to moderate.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The employee may infrequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is occasionally required to stand and walk.

Flexible work from home options available.