Cahill Financial Advisors, Inc.
HR Manager and Client Operations Specialist
Cahill Financial Advisors, Inc. est. 1980, is an independent, Fee-Only wealth management firm. We provide investment management and financial planning services for individuals, families, and small businesses.
The Client Services Specialist supports advisors and senior staff in account maintenance, client relationship management, and related administrative tasks.
Major areas of responsibility
Organizing and prioritizing daily tasks
Working with multiple custodians to open and maintain client accounts, process money movements, update or alter account registrations, and otherwise maintain client accounts
Monitoring the CRM for incoming advisor or client requests
Responding to and completing client requests
Opening the office building
Staffing the front desk to greet visitors
Answering phones and directing calls throughout the office
Opening and processing daily mail
Processing and filing daily account activity
General office tasks, such as copying and scanning, greeting clients, and scheduling meetings
Special projects as needed
Primary Objectives
Maintain a high level of client satisfaction
Support advisors efforts to provide quality services to their clients
Maintain a CRM-centered workflow in the firm
Maintain accurate, organized and accessible records of all activity
Qualifications
3 -5 years industry experience or closely related field
Possess above-average administrative technology skills, including Microsoft Office 365
Be willing to engage both clients and colleagues throughout the day
Be skilled at maintaining a task-oriented workflow
Be willing to take direction and requests from multiple sources, and prioritize accordingly
Possess excellent communication skills on the phone, in person, and in written correspondence
Possess the utmost ethical standards
This role is in-person at our Edina office location from 8:00 a.m. to 5:00 p.m. Monday through Friday.
Seniority level Mid-Senior level
Employment type Full-time
Industry Investment Management
Referrals increase your chances of interviewing at Cahill Financial Advisors, Inc. by 2x
Get notified about new Client Services Representative jobs in
Edina, MN .
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The Client Services Specialist supports advisors and senior staff in account maintenance, client relationship management, and related administrative tasks.
Major areas of responsibility
Organizing and prioritizing daily tasks
Working with multiple custodians to open and maintain client accounts, process money movements, update or alter account registrations, and otherwise maintain client accounts
Monitoring the CRM for incoming advisor or client requests
Responding to and completing client requests
Opening the office building
Staffing the front desk to greet visitors
Answering phones and directing calls throughout the office
Opening and processing daily mail
Processing and filing daily account activity
General office tasks, such as copying and scanning, greeting clients, and scheduling meetings
Special projects as needed
Primary Objectives
Maintain a high level of client satisfaction
Support advisors efforts to provide quality services to their clients
Maintain a CRM-centered workflow in the firm
Maintain accurate, organized and accessible records of all activity
Qualifications
3 -5 years industry experience or closely related field
Possess above-average administrative technology skills, including Microsoft Office 365
Be willing to engage both clients and colleagues throughout the day
Be skilled at maintaining a task-oriented workflow
Be willing to take direction and requests from multiple sources, and prioritize accordingly
Possess excellent communication skills on the phone, in person, and in written correspondence
Possess the utmost ethical standards
This role is in-person at our Edina office location from 8:00 a.m. to 5:00 p.m. Monday through Friday.
Seniority level Mid-Senior level
Employment type Full-time
Industry Investment Management
Referrals increase your chances of interviewing at Cahill Financial Advisors, Inc. by 2x
Get notified about new Client Services Representative jobs in
Edina, MN .
#J-18808-Ljbffr