What are the responsibilities and job description for the Client Services Associate position at Carson Wealth?
Company Description
Carson Wealth is a leading wealth advisory firm dedicated to helping clients achieve True Wealth through holistic financial planning and disciplined investment strategies. With a focus on personalized service and teamwork, we strive to exceed our clients' expectations. Barron's Magazine has recognized us as one of the top independent firms in the nation, showcasing our commitment to professional knowledge and integrity.
Role Description
This is a full-time on-site role as a Client Services Associate located in Minneapolis, MN. The Client Services Associate will be responsible for providing client services, customer support, communication, and customer service in the finance industry.
Qualifications
- Client Services and Customer Support skills
- Strong communication and customer service abilities
- Understanding of basic finance principles
- Ability to work effectively in a team environment
- Excellent organizational and time management skills
- Detail-oriented and proactive approach to problem-solving
- Experience with CRM software is a plus
- Bachelor's degree in Finance, Business Administration, or related field recommended but not required