Job Description
Job Description
We are looking for an experienced and detail-oriented Client Services Associate or Manager to join our team in Minneapolis, Minnesota. In this role, you will support high-level executives and teams by, overseeing client interactions, and facilitating investment-related transactions. The ideal candidate will thrive in a fast-paced environment, possess exceptional organizational skills, and demonstrate a commitment to delivering outstanding client service.
Responsibilities:
• Coordinate complex client transactions, including preparing and tracking documentation for investments such as 1031 exchanges and real estate deals.
• Collaborate with title companies, exchange accommodators, and investment sponsors to manage investment closings and ensure timely processing.
• Assist with client onboarding processes to ensure smooth transitions and effective communication.
• Monitor ongoing client transactions and investment timelines, ensuring deadlines are met and clients remain informed.
• Provide proactive and responsive support for client inquiries regarding investment-related services.
• Facilitate internal communications for executives, including meeting coordination and administrative support.
• Work collaboratively with cross-departmental teams to maintain an efficient and effective workflow.
• Uphold confidentiality standards for all client and firm-related information.
• Support executives in streamlining communication and managing priorities related to client services and transactions.
If you are interested in joining this growing investment advisory firm please contact Doug Rickart on LinkedIn , call Doug at 612-249-0330 or apply through the ink provided.
• Associate’s degree or higher preferred, or 5+ years of relevant experience in client services.
• Possession of Series 7, 66, and MN Life and Health Insurance License is preferred but not required.
• Willingness to pursue securities licensing; candidates must be eligible to work in the U.S.
• Strong verbal and written communication skills, with a detail-oriented approach to engaging with clients, executives, and external partners.
• Proven ability to deliver exceptional client service and build strong relationships.
• Excellent organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.
• Familiarity with investment advisory services, client administration, and capital markets.
• Demonstrated ability to work effectively both independently and collaboratively within a team.