Client Service Associate

Job Posting, Client Service Associate

AIS Planning is dedicated to providing the very best in wealth management and retirement plan services in central Minnesota. We focus on helping clients think bigger and plan better so they can enjoy more.

At AIS Planning, “Doing the Right Thing” is at the foundation for how we approach each day and every decision. We seek what is right, not just what’s easy or convenient. We are committed to pursue excellence and efficiently create value for the personal, social, and financial benefit of our Clients, Company, Team, and Families. Values are at the core of what we do.

We are looking for a Client Service Associate that can grow with us. If you have the Heart of a Servant and want to join a team that is genuine, motivated, and reliable, we would like to connect with you.

Position Description

The Client Service Associate plays a key role in supporting Advisors and Associate Advisors by validating and following up on technical and functional transactions based on team recommendations. This role focuses on building and maintaining strong client relationships by effectively communicating with clients, addressing their needs, and ensuring a high level of service. The position involves working with both retirement plan participants and wealth management clients to provide exceptional support and facilitate their financial planning goals.

The AIS Client Service Associate:

· Gathers, enters, and maintains client information within various systems, including CRM and financial planning systems.

· Verifies accuracy of connections compared to Vendor Data.

· Verifies that accounts listed in the client financial planning software are active accounts.

· Verifies that asset classes are appropriate.

· Provides training and assists clients with connections.

· Works with Vendors on connection issues.

· Collaborates with team members to prepare for client updates and reviews, ensuring all required paperwork is ready and organized. Proactively follows up with clients to guarantee timely completion and processing of all documentation.

· Assists team members during client meetings by streamlining note-taking, documenting tasks to be completed, and ensuring timely follow-up on all action items.

· Provides support to existing plan participants and the Retirement Plan Team members through the coordination of 401(k) enrollment, education and processes

· Serve as a backup for front desk responsibilities, including answering calls, greeting visitors, and managing general administrative tasks to ensure seamless office operations.

• Participates in the development and documentation of office processes to create better efficiencies.
• Understands and supports the firm’s vision, mission, and strategy.
• Participates in the completion of strategic initiatives and projects.
• Supports team members in business development activities by creating presentations and materials.
• Supports Associate Advisors and Advisors in gathering client data throughout the discovery process and populating planning systems with information.
• Looks for and develops ways to improve service, efficiencies, and/or reduce expenses.

Desired Characteristics/Skills/Abilities

• Motivated by helping others.
• Ability to maintain the integrity of highly confidential client, employee, and company information.
• Ability to perform basic math skills.
• Excellent verbal and written communication skills.
• Excellent interpersonal and customer service skills.
• Excellent organizational skills and attention to detail.
• Strong analytical/problem-solving skills.
• Proficient with Microsoft Office Suite and ability to adapt to new software and technology.

Requirements

• Minimum associate degree required; bachelor’s degree preferred
• Attain Series 65 or 66 license within 6 months of hire
• Experience in financial services preferred

Compensation and Benefits

AIS offers a full benefit package to include:

• Group –Term Life Insurance
• Short-Term Disability Insurance
• Long-Term Disability Insurance
• 401(k)
• Paid Time Off
• Health Insurance
• Incentive Pay

AIS provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

AIS is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know.

Job Type: Full-time

Pay: $24.50 - $32.50 per hour

Expected hours: 40 per week

Benefits:

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

Compensation Package:

• Bonus opportunities

Schedule:

• 8 hour shift
• Monday to Friday

Work Location: In person

Salary : $25 - $33