Client Service Manager / Paraplanner

Chanhassen, MN

Our established and fast-growing financial services company is looking for the right person to join our talented team.  Are you looking for the benefits of a large company, but want to work in a close-knit smaller organization? Do you want become part of a firm that changes the lives of their clients every day? This is the place!

You: motivated, detail-driven, looking to grow and create a career path with great upside opportunity.

Us: High energy in an upbeat culture, a strong focus on education, mentoring, and excellence. A culture that really works!

 

Responsibilities:

  • Create investment proposals based on our investment philosophy

  • Analyze clients’ holdings to provide investment gap reports

  • Rebalancing and trading client accounts

  • Design investment proposals using our tax advantaged approach

  • Coordinating the on-boarding of new investment accounts and transfers

  • Coordinating all the aspects of the client’s investment accounts

  • Preparing documents for client meetings including pre-filling paperwork

  • Prepping financial advisors on investment components for client meetings

  • Communicating with the Client Service Managers (CSMs) on investment components of the clients they manage

  • Billing accounts

  • Managing performance reports

What we are looking for:

  • Team player who can help effectively manage projects concurrently

  • Great communication skills

  • Experience with Microsoft Office (Word, Excel, and PowerPoint)

  • Experience with Customer Relationship Management (CRM) databases

  • On-the-fly problem solving

  • passion for education, excellence and ethics

  • Knowledge of personal finance and financial planning

  • Attention to detail

  • 4 Year College degree, with a B average or better

  • Experience in Financial Services or business / finance degree a plus

  • Securities and insurance licenses required

Our Benefits Package

  • A generous health insurance plan

  • PTO of 3 weeks per year

  • A retirement plan

  • Complimentary financial plan

  • Paid Continuing Education and Licensing

  • Bonuses throughout the year based on performance and team spirit

  • A huge opportunity for growth

 

To apply, please email alyssa@mdfinancialadvisors.com with the subject line “Responding to Alyssa” with:

  • A resume 


  • A brief write-up stating why you would be a good candidate and what you have to offer the firm