Client Service Specialist

Birchwood Financial Partners strives to help clients gain confidence in their financial future by providing simplicity and solutions to their clients’ complex financial situations.  As an independent Registered Investment Advisor (RIA) firm and fiduciary, we provide ongoing wealth management and investment management services to individuals and families in the twin cities and throughout the country.  Established in 1990, we focus on client relationships, collaboration, education, and integrity.  We were awarded the title of one of the top 10 Financial Advisory firms in Minneapolis, St. Paul, and Edina for three years running.  One of our specialties is helping clients invest with their values by offering Sustainable, Responsible Impact(SRI) investing.  

We are seeking a dynamic, highly motivated, and proactive individual to join our fifteen-person team as a Client Service Specialist (CSS).  Working with our Financial Advisors and Investment Management team, the CSS takes care of the client. The CSS role includes meeting preparation, utilizing a client relationship management tool, providing needed forms, and following through to ensure processes are completed properly.  The job will include tasks such as account opening, money transfers, transactions and general business processing and administrative duties.  The CSS communicates directly with our clients and other organizations.

The successful candidate is highly responsible and has extraordinary verbal and written communication skills.  S/he uses excellent social skills to communicate effectively with clients and vendors to get tasks accomplished.  The successful candidate is focused, has outstanding time management, and is good at creating, following, and completing processes. S/he can think critically to problem solve.  S/he can manage multiple priorities and meet daily deadlines.  S/he is adept at working with various software programs and can easily adapt to changes in technology.  S/he has high integrity, and is trustworthy and dependable.

 

 

 

·         Excellent verbal and written communication skills.

·         Superb social skills.

·         Critical thinking and problem-solving.

·         Friendly and empathetic.

·         Detail-oriented.

·         Learns quickly. 

·         Self-starter and ability to work within a team with minimal supervision.

·         Excellent computer skills including, Microsoft Excel, Word, and Outlook, and ability to learn new software easily.

·         Keeps information confidential.

·         Professional.