PrairieView Partners (St. Paul, MN / Hybrid) Seeking Client Service Coordinator

Client Service Coordinator

PrairieView Partners is a comprehensive, fee-only financial planning and investment firm located in downtown St. Paul. Our small, thriving team is committed to providing clients an integrated wealth planning experience with high-touch service. We seek a Client Service Coordinator to work closely with an established Client Service Team and assist with a variety of administrative and client-facing duties.

This position is intended to be an on-site, public-facing role; however, we are open to flexibility in working hours and location, including a hybrid schedule, as scheduling and job responsibilities permit.

Client Service Coordinator duties include:

  • Ensuring an outstanding client service experience
  • Completing client transaction requests (wires, ACH, IRA distributions), tracking items to ensure accurate resolution
  • Onboarding new clients, including training on portal and online account access
  • Assisting with meeting preparation and follow up
  • Solving problems and providing accurate and timely follow up
  • Greeting clients, maintaining a welcoming and professional atmosphere
  • Scheduling client meetings and sending appointment reminders
  • Reviewing and confirming daily reporting numbers and daily alerts
  • Serving as a liaison for external vendors, third party authorities, and financial custodians
  • Updating and ensuring data accuracy in client database/CRM
  • Coordinating general office duties such as ordering supplies, overseeing client mailings, and maintaining office and kitchen areas
  • Training new team members as needed
  • Acting as seasonal backup and departmental liaison to the tax department
  • Assisting with departmental special projects and other duties as assigned

 Client Service Coordinator qualifications include:

  • Related undergraduate degree or 3 to 5+ years of commensurate administrative / customer service experience
  • Understanding of financial planning concepts and/or brokerage operations (various account types and purposes) highly preferred
  • Solid verbal and written communication skills across varying mediums and with a wide variety of stakeholders
  • Desire to play a role in process improvement via new technologies and concepts
  • Ability to showcase successful time management and task prioritization to champion client needs

Apply:

Affiliated with the established accounting firm Irwin Schaffer, PrairieView Partners offers a stable work environment, a highly competitive and comprehensive compensation package with target total compensation over $70k, full benefits, and continuing education opportunities to assist with career growth. Please find additional information about our firm, our team, and the open position at http://prairieviewpartners.com/careers. For more information, please email kelly@prairieviewpartners.com.