Overview
Client Services Associate / Financial Advisor Assistant Jobs in Cambridge, MN at EFS Advisors
Client Services Associate / Financial Advisor Assistant
EFS Advisors | Full-Time | $45,000 – $60,000
EFS Advisors is seeking a Client Services Associate to support a busy financial advisory practice. This role works closely with the lead advisor to ensure clients receive exceptional service while helping keep daily operations organized and running smoothly.
The ideal candidate is organized, detail-oriented, and enjoys interacting with clients. This position plays an important role in maintaining strong client relationships and serving as a key point of contact within the practice.
For candidates interested in building a long-term career in financial services, this role offers growth opportunities through additional responsibility, professional development, and industry licensing.
Key Responsibilities
Responsibilities include, but are not limited to:
- Preparing materials for client meetings and account reviews
- Maintaining the advisor’s calendar and CRM system
- Assisting with onboarding new clients and opening new accounts
- Preparing, sending, and processing client paperwork
- Following up on account transfers to ensure timely completion
- Filing and retrieving digital documents, records, and reports
- Regularly contacting and engaging with clients regarding account needs, paperwork, and follow-up items
- Serving as a primary point of contact for clients and helping coordinate communication between the advisor and clients
- Answering and directing incoming calls as needed
- Providing administrative and operational support to help the practice operate efficiently
Qualifications
- Two-year college degree or higher preferred
- Intermediate proficiency with Microsoft Office (Word, Excel, Outlook)
- Previous administrative or office support experience required
- Strong attention to detail and organizational skills
- Positive attitude, reliability, and strong work ethic
- Ability to meet deadlines and manage multiple priorities
- Demonstrates independence in managing tasks once direction is provided, with good judgment in knowing when to ask questions
- Strong communication and customer service skills
Career Growth Opportunity
This role is designed for someone interested in building a career in the financial services industry.
Individuals in this position will work toward obtaining industry licensing (such as the Series 65 or similar credentials) as part of their professional growth within the practice. As skills, experience, and licensing progress, opportunities may include:
- Increased responsibility within the practice
- Greater involvement in client service and planning support
- Expanded career opportunities and higher compensation
Compensation & Benefits
- Salary: $45,000 – $60,000 depending on experience, higher end of range for an individual with partial or completed licensing
- Schedule: Typical hours are 8:00 AM – 4:00 PM
- Benefits: 401k with match, Medical, Dental, Life Insurance, and paid time off
- Flexible work environment that can accommodate family schedules
- Support for professional development and licensing
What Makes Someone Successful in This Role
The ideal candidate enjoys organization, problem-solving, and helping clients. This position requires someone who is proactive, detail-oriented, and comfortable communicating regularly with clients.
We are looking for someone who takes pride in their work, enjoys learning new skills, and wants to grow professionally within the financial services industry.
Candidates who are interested in building a long-term career and expanding their knowledge of the financial services profession will find strong opportunities for growth within this role.
Application Instructions
To help us identify candidates who pay close attention to detail, please include the phrase “Client Service Matters” in the subject line or first paragraph of your application.
Additional Information
A background check and fingerprinting are required for all employees in accordance with financial industry regulations.
Job Type: Full-Time
Location: Cambridge, MN
If you are looking for a role where you can build meaningful client relationships, stay organized, and grow within the financial services profession, we would love to hear from you.
EFS Advisors is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law
Job Type: Full-time
Pay: $45,000.00 – $60,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Employee discount
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Referral program
- Retirement plan
- Vision insurance
Physical Setting:
- Office
Education:
- Associate (Preferred)
Experience:
- Administrative/Office Support: 1 year (Preferred)
Work Location: In person
Title: Client Services Associate / Financial Advisor Assistant
Company: EFS Advisors
Location: Cambridge, MN
