Allodium Investment Consultants (Minneapolis, MN) seeking Client Service Associate (CSA)
Allodium provides comprehensive financial planning and investment consulting services to help individuals, families and small organizations achieve their investment goals and simplify their financial lives. We launched Allodium to provide the very best financial advice and personal service to a limited number of clients mostly in the Twin Cities area. We believe the best advice is completely objective and aligned with our clients’ best interests – without potential conflicts of interest. To this end, Allodium is a fee-only Registered Investment Advisor (RIA) that is completely independent from banks, brokerage firms, investment custodians, mutual fund companies and other financial service providers.
To learn more about Allodium, please visit our website at www.allodium.com.
Serve as one of three Allodium CSAs, providing exceptionally friendly, helpful, high-quality and responsive service to our clients to maximize their satisfaction and earn their trust, confidence and referrals to other prospective clients.
1) Client Service – (75%):
Deliver exceptional service to assigned current clients, and serve as back up CSA for other clients:
Independently and professionally handle client requests and client account maintenance activity for existing clients.
Help schedule and prepare for client portfolio review meetings.
Help ensure our main phone line is always covered by a live person during Allodium business hours.
Pleasantly greet clients who visit our office.
Bind and assist with mailing quarterly performance reports and annual review documents, as needed.
Review daily client account transactions for accuracy and verify deposits and other funds for investing.
Serve as securities trader for clients, as requested.
Set up, monitor and complete assigned client service cases by designated target dates.
Ensure that client-related data is accurately maintained in client relationship management (CRM) system.
Actively serve on Client Service Committee and other relevant committees based on duties and interests.
Independently manage and/or assist with client-service related projects, as needed.
2) New Client Onboarding – (15%):
Assist with process used to add and orient new clients to Allodium:
Inform firm of potential prospective clients when applicable. (Bonus is available for this activity.)
Help investment consultants with client onboarding activities and with setting up new client accounts.
Assist with financial planning and proposal preparation activities, as needed.
Help schedule and prepare for client onboarding meetings.
Pleasantly greet prospective clients to set a positive impression of our firm.
Ensure that new client-related data is accurately set up in CRM system.
Independently manage and/or assist with client-onboarding or financial-planning related projects, as needed.
3) Operations and Other – (10%):
Lead or assist with a variety of operational tasks to help firm honor our regulatory obligations and operate efficiently:
Assist with compliance-related activities, as needed.
Prepare client-related documents for scanning and assist with scanning documents for future reference, as needed.
Help maintain professional and well organized office environment to leave a positive impression with our visitors.
BA or BS degree, ideally in business or related field.
3+ years of client service experience with demonstrated client-service orientation and excellence.
Ability to reliably work full-time Monday–Friday in our downtown Minneapolis office.
Pleasant, professional and friendly manner with excellent interpersonal skills with clients and peers.
Strong team player.
Highly organized with proven attention to detail.
Demonstrated reliability and punctuality.
Demonstrated flexibility, versatility and ability to simultaneously juggle multiple priorities and projects.
Proven analytical and independent problem-solving skills.
Highly proficient with Microsoft Office and other office software and comfortable learning new technology tools.
Highly proficient with office technology like computers, copiers, printers, fax machines, scanners etc.
Unquestionable personal and business ethics and integrity.
Excellent written and verbal communication skills.
Other Preferred Qualifications:
5+ years of client service experience in professional office environment, ideally in the financial services industry.
Paraplanner or financial-planning experience and familiar with financial planning software.
Experience with following websites and software:
– Schwab Institutional website or similar custodian client service platform.
– Black Diamond or similar portfolio management and performance reporting system.
– Salesforce or similar CRM system.
– Laserfiche or similar electronic document management system.
Independent project management experience.
Salary and Benefits:
Base salary commensurate with experience, qualifications and performance. Bonus opportunity is available.
Competitive benefits including paid time off and medical, dental, vision and disability insurance.
How To Apply:
Please submit the following to firstname.lastname@example.org:
1) Brief letter of introduction.
3) Minimum salary requirements.
Allodium Investment Consultants is an Equal Opportunity Employer.