What are the responsibilities and job description for the Customer Service position at Birchwood Financial Partners Inc?
Job: Client Service Specialist
Location: Edina, MN
Location: Edina, MN
Employee Type: Full-Time, hybrid – 3 days per week in the office.
Education: College degree is preferred.
Experience: 1 years of financial industry experience is preferred or two years of administration experience.
About Us:
About Us:
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. One of our specialties is helping our clients invest with their values by offering Sustainable, Responsible Impact(SRI) investing.
Description:
We are seeking a dynamic, highly motivated, and proactive individual to join our thirteen-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 general business processing, and administrative duties. The CSS also communicates directly with our clients and other organizations.
The Successful Candidate
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 is able to think critically to problem solve. Managing multiple priorities and meeting daily deadlines is a must. 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.
Requirements and Qualifications
Requirements and Qualifications
· 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 the ability to learn new software easily.
· Keeps information confidential.
· Professional.
Benefits
Benefits
· 401k with company match
· Health insurance
· Contribution to Health Savings Account
· Short-term and Long-term disability
· Paid Time Off
Flexible work from home options available.
Salary : $50,000 - $60,000
