What are the responsibilities and job description for the Client Service Associate position at Pine Grove Financial Group?
Job Description
The Client Service Associate position at Pine Grove Financial Group is the key liaison between the client and the wealth advisory team. This role delivers a wide range of critical client support services to meet and exceed client expectations.
Responsibilities
Warmly greet clients and ensure the office is clean and welcoming.
Answer incoming calls and transfer to the corresponding team member.
Interact with clients, process client requests, and answer basic client inquiries in a timely manner. Address inquiries to appropriate departments.
Maintain accurate details of clients, prospects, and vendors in CRM.
Detailed completion and processing of new client paperwork and account set up.
Track fund transfers from surrendering companies and help resolve any issues.
Assist Wealth Advisors with client reviews, scheduling meetings, research and follow up on client inquiries.
Prepare consolidated reports, meeting agendas, quotes and added services.
Maintain accurate client data in client relationship management database, client fee billing and reporting systems.
Ensure system backups are completed on routine basis.
Commit to continuous education and professional development to remain current in industry issues, CRM, and compliance rules and regulations.
Join and foster our environment of open, honest, and timely communications.
Qualifications
2 years of experience in an Admin type role, preferably in Financial Services.
Exceptional oral and written communication skills.
Organized, meticulous, and detail oriented.
Ability to work independently with good problem solving, mathematical and time management skills.
Excellent follow-up and follow-through capabilities.
Able to exercise good judgment by recognizing urgency and setting priorities.
High degree of confidentiality.
Proficient with Windows based software, including MS Word, Excel, PowerPoint.
Knowledge of Outlook, Sales Force and Microsoft 365.
Benefits
Medical, Dental, Short-Term Disability and Term Insurance.
401k and Roth 401k Plan.
3 weeks PTO plus paid Federal Holidays.
Eligible for bonus pool after 1 year or commission structure depending on background.
Compensation
$50,000 - $75,000 annually
Who We Are
Pine Grove Financial Group (PGFG) is a financial planning and wealth management firm focused on helping families prepare and navigate their transition to retirement. In the past 5 years, the number of families we serve has grown 20% annually. We have 3 offices located within the Twin Cities metro.
Our mission is to build trusting relationships with our clients by helping them make smart financial decisions and empowering them to live their ideal lifestyle.
The ideal candidate must have a desire to join a fast-paced growth organization, work well in a collaborative team environment and possess a technological mentality. We have ambitious expansion plans and are looking for team members who want opportunities for growth. By utilizing our efficient technology, we believe we provide our clients with the best experience possible. This experience allows us to have a broader impact and serve more families.
In 2019 and 2020, Pine Grove Financial Group was named to Inc. 5000’s fastest growing private company list. From 2017-2024, we were named to both Forbes Top Next-Gen Advisors list and Top Wealth Advisors for Minnesota.
Job Type: Full-time
Pay: $50,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Compensation Package:
- Bonus opportunities
Schedule:
- 8 hour shift
- Monday to Friday
Work Location: In person
Salary : $50,000 - $75,000
