Client Service Associate
Client Service Associate
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Job Description
About Flourish
Flourish Wealth Management is a dynamic and growing independent feeonly boutique wealth management firm based in Edina Minnesota. We offer comprehensive wealth management services that seamlessly integrate life planning with financial planning with a focus on impact and sustainable investing. As fiduciaries our team is dedicated to prioritizing our clients best interests guiding our decisionmaking process and fostering a culture of longterm caring and trusted relationships.
At Flourish we are committed to continuous learning personal development and team building. We engage an external professional to help us understand our individual strengths enhance our communication skills and leverage those individual strength to enhance our teamoriented culture.
Job Description
Do you have a passion for helping others Are you naturally curious comfortable working in a teambased environment and committed to exceeding client expectations Would you be excited to join an entrepreneurial environment that embraces new solutions and new technology
We are looking for a Client Service Associate who embraces our values and is committed to helping our clients and our team. The Client Service Associate will work closely with the Wealth Management Team to prepare and deliver comprehensive financial plans to our clients.
Find out more about Flourish and learn more about our Core Values: Bring Passion and Excellence in Everything We Do Make a Difference Grow and Share Our Experience and Insights Take Initiative and Be Resourceful and Appreciate & Celebrate at flourishwealthmanagement
Salary and Benefits
- Base Salary $60000 $75000 based on experience
- Incentive bonus compensation of up to 10 of salary conditioned on firm revenue and individual goals
- 401(k) plan with employer contribution
- Medical plan Dental Plan and Health Savings Account employer contribution
- Employer paid long term disability coverage
- Unlimited PTO plus companywide bonus holiday week
- 10 paid company holidays
- Hybrid Position with 23 days per week in office in Edina Minnesota
- Firmwide communications training and career development
- Biweekly education meetings focused on learning and Diversity Equity and Inclusion (DEI) initiatives
- Personalized development plans in coordination with outside resources
- Paid time off for volunteer opportunities
- Time to Appreciate and Celebrate!
Duties and Responsibilities include:
- Process and monitor client transactions including deposits withdrawals transfers and account updates.
- Maintain accurate client records in CRM and portfolio management systems ensuring uptodate and organized client files.
- Coordinate with custodians (e.g. Schwab) to open accounts and troubleshoot accountrelated issues and ensure compliance with regulatory and firm policies.
- Implement and refine workflows to enhance efficiency aligning with Flourishs commitment to continuous improvement.
- Support Wealth Managers to support financial planning initiatives client meetings and reporting.
- Contribute to firmwide projects and initiatives that improve the client experience including technology adoption and process automation.
- Stay informed on industry best practices operational enhancements and compliance updates to provide proactive recommendations.
- Answer Flourish main phone line along with other team members.
- Assist where needed we are a small team and we are multifaceted and cross trained
Position Requirements:
The ideal candidate is a strategic problemsolver and relationshipbuilder who thrives in a clientcentric hightouch environment and takes ownership of their work.
- 5 years in financial services with expertise in client service wealth management operations and compliance.
- Strong relationshipbuilding skills fostering trust with clients team members and partners.
- High emotional intelligence and empathy supporting clients through significant life transitions.
- Proactive mindset anticipating client needs and resolving issues before they arise.
- Strong judgment and discretion ensuring accuracy and confidentiality in all client interactions.
- Processoriented thinker continuously improving workflows and operational efficiency.
- Exceptional organizational and time management skills with the ability to balance multiple priorities independently.
- Detaildriven and resourceful taking initiative to enhance both client and team experiences.
- Advanced proficiency in Windows Microsoft Office and financial CRM platforms with a quick learning curve for new tools.
- Passion for excellence taking ownership and delivering with precision
- Commitment to making a difference always adding value for clients and colleagues.
- Continuous learning and growth sharing insights and embracing innovation.
- Culture of appreciation fostering a positive clientfirst environment.
- Experience with our custodian and software is not required but will be a plus: Charles Schwab Salesforce and Sharefile.
The Process
Qualified candidates will start the process by having a 15 to 30minute zoom interview conducted by our consultant (the hiring manager for this position). If there is ground to move forward you will be required to fill out a Career History Form and if you are selected to advance in the process you will meet with the firm. Qualified candidates may be asked to take assessments.
We are a womanowned business and are committed to promoting diversity and inclusion in our hiring process and we are proud to be an equal opportunity employer.
Required Experience:
IC
Employment Type
Full-Time
