Open Position: Client Service Associate

Open Position: Client Service Associate

Position Description

Title: Client Service Associate
Reports to: William Corcoran
Benefits: Yes
Status: Full Time
Date: June 3, 2019

Job Summary

As a member of the Client Service Team, the Client Service Associate is responsible for ongoing support of Minot Wealth’s clients, preparing client reports and for maintaining contact with clients to provide or obtain updated information, schedule meetings with preferred staff, and troubleshoot problems.

Duties and Responsibilities

The Client Service Associate can expect to focus in the following areas:

  • Communicate with clients, verbally and in writing
  • Deliver superior client service—troubleshoot problems, schedule and organize meetings; serve as liaison between Advisor and client as needed
  • Manage client information—prepare client reports, submit and follow up on necessary paperwork, regularly update CRM, Financial Planning and Performance software systems.


The Client Service Associate position typically requires the following qualifications:

  • Minimum Bachelor’s Degree
  • Proficiency in Word, Excel, PowerPoint, Outlook, CRM software
  • Must be organized, detail-oriented and able to multitask
  • Client first attitude
  • Good written and verbal communication skills
  • Team player, collaborative, able to work with and through others
  • Desire/ability to work successfully in a small company environment

Salary and Benefits

Pay/benefits are competitive based on industry standards.

  • Salary will be based on experience
  • Bonus potential based on performance
  • Benefits include dental, vision, health care, 401(k)
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