Client Service Administrator - MN - Minneapolis/St. Paul South Central

Only for registered members MN - Minneapolis/St. Paul South Central, United States

1 week ago

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Job summary

Bloom Financial Associates is a purpose-driven financial planning and wealth management team serving women and couples navigating life transitions. We believe money means more.
We are hiring a Client Service Administrator who will serve as the operational backbone of our growing advisory practice.
This position is ideal for a high-capacity integrator who thrives on ownership, loves bringing order to complexity,
and wants to grow into expanded operational leadership over time.
  • Serve as first point of contact for client communications,
  • Act as a time multiplier for the lead advisor by organizing priorities,
  • Prepare and support client meetings,
  • Owning pending business tracking and service task execution,

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