Client Service Administrator Executive Assistant

Minneapolis, MN - USA

Yearly Salary: $ 55000 - 75000

Posted on: 10 hours ago

Vacancies: 1 Vacancy

Job Summary

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 lead with proactive planning exceptional care and living generously.

We are hiring a Client Service Administrator who will serve as the operational backbone of our growing advisory practice. This is a high-trust high-impact role supporting client experience workflow execution and the strategic focus of the lead advisor.

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.

This position is located in Mendota Heights and is an in-person position.

Job Description

Responsibilities

Serve as first point of contact for client communications screening and triaging emails and calls researching responses delegating appropriately and documenting all activity in CRM to support a timely high-touch client experience.
Act as a time multiplier for the lead advisor by organizing priorities protecting focus time anticipating needs and reducing administrative friction
Prepare and support client meetings including case prep documentation coordination tracking follow-up and managing workflows with accuracy and urgency
Own pending business tracking and service task execution proactively monitoring items through completion and providing status updates to clients and team members while coordinating required documentation and forms.
Own the tracking of pending business and client service items including following workflows providing proactive status updates to clients and team members and researching inquiries
Support annual client service initiatives and value-add projects throughout the year.
Identify opportunities to streamline processes and improve systems as the practice grows

Position qualifications

Ability to manage multiple priorities with strong attention to detail and maintain a high level of accuracy and follow-through in a fast-paced environment.
Willingness to learn and develop knowledge of the firms products services planning approach and processes. Willingness and ability to obtain future securities and insurance licensing.
Demonstrated professionalism and discretion with the ability to communicate confidently and professionally while maintaining confidentiality of sensitive client and firm information.
Strong technical aptitude and comfort using business tools such as Microsoft Word Excel PowerPoint and CRM systems or the ability to learn new technology quickly.
Securities insurance or financial services experience preferred but not required.
Executive administration or project management experience preferred but not required.

Core competencies

Judgment Critical Thinking and Problem Solving: Applies sound judgment and critical thinking when researching account inquiries determining next steps managing client expectations and identifying when escalation is appropriate.
Ownership and Execution: Takes responsibility for assigned work from start to finish proactively tracks pending items follows through on commitments and supports timely completion of client service and business needs.
Planning and Organizing: Effectively prioritizes work tracks details and manages multiple tasks and deadlines with accuracy and consistency in a fast-paced environment.
Client-Centered Communication: Communicates clearly professionally and proactively with clients and team members to support a positive responsive and consistent client experience.
Learning Agility and Adaptability: Demonstrates openness to feedback a willingness to learn new systems and processes and flexibility as responsibilities evolve and the practice grows.

Growth Opportunity

This role offers a clear pathway for expanded responsibility over time. As the practice grows the right candidate may assume broader operational leadership workflow management and team coordination responsibilities.

Why Join Us:

Career Development: Tuition reimbursement mentorship licensing support
Competitive Salary: commensurate with experience and licensing ($55000-$75000 annually)
Benefits: Generous PTO Retirement matching Employer Health Reimbursement Account
Additional Perks: Volunteer day off complimentary Thrivent membership

To Apply

Please submit your resume and a brief cover letter that includes:

Why this role interests you.
An example of how you improved a process or saved time for a leader or team.
What ownership means to you in a professional setting.

We are looking for someone who wants to build a long-term career not just fill a position.

As part of Bloom Financial Associates recruiting/hiring/contracting process a verification of a candidates background will be made to complete the hiring/contracting addition fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firms Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.

Required Experience:

SummaryBloom 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 lead with proactive planning exceptional care and living generously.We are hiring a Client Service Administrator ...