Client Service Specialist - Maple Grove, United States - ProWealth Financial

ProWealth Financial Maple Grove, United States

1 week ago

Description

Job DescriptionJob Description

Future Growth Personally and Professionally.

If you are looking to invest in your future and put the effort into your future we are a great fit.

We are a financial company looking for a Client Services Specialist position. Under limited supervision This person acts as the first point of contact for existing and potential clients .

A warm and friendly reception combined with a working knowledge of where to source solutions is an important characteristic for this professional.

We are looking for a client service oriented team player who is a detail oriented professional with proven organizational skills, able to manage time efficiently and can multi-task.

Who's proven written and verbal skills instill confidence from the team and our clients.

This vital support role will enhance the client experience by servicing clients and providing operational and administrative support to our team in their daily business practices.

This person will help with the following items:

Building relationships with our clients and providing excellent customer service
Coordinating schedules and appointments
Dictates notes and enters them into CRM
Fulfill client transactional information and service needs
Enters data into systems which includes account maintenance, disbursements,
Processes new accounts and paperwork
Coordinates and manages client events
Handles outgoing customer mail, incoming mail & imaging customer paperwork
Adheres to compliance/risk procedures and exhibits detailed attention to disclosure policies
Monitors phone calls, schedule call backs
Monitors emails
Runs monthly birthday & anniversary card mailings
A good understanding of Microsoft Office

Knowledge and Skills:
Preferred Series 6,7 and 66
Industry licenses are not required but helpful
Ability to multitask and handle stress
Strong Focus on getting the details correct
Professionally focused to help grow the firm
Google Docs, Word, Spreadsheets
Please send us your resume with an explanation on why you would be a good hire for our firm.

Background check and fingerprinting necessary.

Job Type:
Full-time

Zone Store Customer Service Specialist

2 weeks ago

Sherwin-Williams Osseo, United States

· This is position is essential to the success of our retail stores. Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions. Customer Servic ...
Zone Store Customer Service Specialist

3 weeks ago

Sherwin-Williams Maple Grove, United States

Job Description · This is position is essential to the success of our retail stores. Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions. ...
Retail Customer Service Specialist

2 weeks ago

DICK'S SPORTING GOODS INC Maple Grove, United States

At DICK'S Sporting Goods, we believe in how positively sports can change lives. On our team, everyone plays a critical role in creating confidence and excitement by personally equipping all athletes to achieve their dreams. We are committed to creating an inclusive and diverse wo ...
Zone Store Customer Service Specialist

2 weeks ago

Sherwin-Williams Maple Grove, United States

This is position is essential to the success of our retail stores. Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions. Customer Service S ...
Zone Store Customer Service Specialist

4 weeks ago

Sherwin-Williams Maple Grove, United States

· This is position is essential to the success of our retail stores. Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions. Customer Servic ...
Zone Store Customer Service Specialist

4 weeks ago

Sherwin-Williams Osseo, United States

This is position is essential to the success of our retail stores. Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions. Customer Service S ...
Customer Focused Team Manager

1 week ago

Celestica Maple Grove, United States

Summary · Manager of a Customer Focused team within a site. With senior management guidance, leads all the indirect functions necessary to execute the customer's business some or all of whom report directly to the role. .May include direct management of some manufacturing activit ...
Mental Health Specialist II Up to $2000 sign on

3 weeks ago

Dungarvin Maple Grove, United States

ABOUT THE PROGRAM:Mental Health Specialist II (MHS 2) work in our Acute Behavioral Services (ABS) programs. These are highly specialized programs in which we serve individuals with intensive, interfering behavioral and mental health needs. The person Mental Health, Behavioral Hea ...
Talent Acquisition Specialist

3 weeks ago

Osseo Area Schools Maple Grove, United States

Human Resources is seeking a mission-driven, collaborative, and customer-focused Talent Acquisition Specialist to join the Osseo Area Schools team. This position focuses on Community Education recruitment and hiring. Community Education creates oppor Talent Acquisition, Acquisiti ...
HR Project Specialist

1 week ago

Osseo Area Schools Maple Grove, United States

To inspire and prepare each and every scholar with the confidence, courage and competence to achieve their dreams; contribute to the community; and engage in a lifetime of learning by ensuring the successful planning and implementation of human resou Project Specialist, Project, ...
ESP - Information Technology

1 week ago

Osseo Area Schools Maple Grove, United States

To inspire and prepare each and every scholar with the confidence, courage, and competence to achieve their dreams; contribute to community; and engage in a lifetime of learning through level one technical services that support accessible, equitable Information Technology, Techni ...
Regulatory Affairs Specialist II

4 days ago

Boston Scientific Maple Grove, United States

At Boston Scientific, our products and technologies are used to treat a wide range of medical conditions. We continue to innovate in key areas and are extending our innovations into new geographies and high-growth adjacency markets. In Peripheral Int Regulatory Affairs, Regulator ...
ESP - Library Media/Clerical

1 week ago

Osseo Area Schools Maple Grove, United States

Assist the building Library Media Specialist in the management and supervision of non-instructional activities in the Media Center. Includes lunch supervision and copy room support. Responsibilities and tasks include: Check media materials and equipm Media, Library, Clerical, Sup ...
lawn specialist/aerator

2 weeks ago

Tru Green Maple Grove, United States

100889 · th Avenue North, Maple Grove, Minnesota 55369 · TruGreen accepts applications on an ongoing basis. · Job Description · Field Operations · Every TruGreen associate is committed to quality. We all have an important role to play in the success of our company. There is no j ...
Inventory Control Specialist

3 weeks ago

ADVATIX - Advanced Supply Chain and Logistics Maple Grove, United States

Inventory Control Specialist II · Role Summary · Our client seeks an Inventory Control Specialist II to join their rapidly growing team. The Inventory Control Specialist II is responsible for inventory control processes and ensures that quality control initiatives are accurately ...
Receiving Specialist

2 days ago

Comoto Maple Grove, United States

Company Description · Average total pay: $ $14.50+ an hour (hourly base pay + uncapped tiered commission structure, based on meeting your sales goal) · Comoto Holdings is America's largest and fastest-growing omnichannel platform in the powersports aftermarket-products industry; ...
Front Office Specialist

2 weeks ago

Clarkson Eyecare Maple Grove, United States

Title: Front Office Specialist (Patient Coordinator) · Company: Clarkson Eyecare · Location: Elk River, MN · Pay: $16-17/hour and up depending on experience · Requirements:High school diploma or general education degree (GED) · Basic computer skills · Ability to read, analyze and ...
Residential Lawn Specialist

2 weeks ago

TruGreen Maple Grove, United States

R20475 · 100889 · th Avenue North, Maple Grove, Minnesota 55369 · T ruGreen accepts applications on an ongoing basis. · Job Description · Field Operations · Every TruGreen associate is committed to quality. We all have an important role to play in the success of our compa ...
Technical Support Specialist III

3 weeks ago

Osseo Area Schools Maple Grove, United States

Position Type: · Technology/Technology Support Specialist III · Date Posted: · 5/2/2024 · Location: · Educational Service Center · Closing Date: · Until Filled TSS III (Technology Support Specialist Level 3) · Hours: 8 hours/day; 5 days/week; all year round · General Purpose o ...
Technical Support Specialist III

3 weeks ago

Osseo Area Schools Maple Grove, United States

Position Type: · Technology/Technology Support Specialist III · Date Posted: · 5/2/2024 · Location: · Educational Service Center · Closing Date: · Until Filled TSS III (Technology Support Specialist Level 3) · Hours: 8 hours/day; 5 days/week; all year round · General Purpose o ...