Client Service Specialist

Mindful Asset Planning • Apple Valley, MN

1d

About The Position

Mindful Asset Planning (MAP), a comprehensive financial planning and fee-only fiduciary firm, is seeking a Client Service Specialist (CSS) with a strong passion for helping others. MAP provides customized personal financial planning advice to individuals, families, and businesses, and uses a comprehensive planning process that combines technical guidance with a therapeutic approach. The firm focuses on clients’ financial success and well-being and does not accept commissions or payments from outside sources.

The CSS will complete an initial training period covering MAP’s history and planning philosophies, followed by continued training to perform the role independently. The position supports clients and the planning team through paperwork and account processing, meeting preparation, communications, scheduling, and office support. A successful CSS may advance to train and oversee others in this role. MAP seeks someone organized, detail-oriented, analytical, friendly, compassionate, motivated, proactive, and committed to positive outcomes for clients and colleagues.

Requirements

• Strong understanding of Windows-based systems and proficiency with Microsoft Excel, Word, and Outlook.
• Ability to quickly learn software systems essential to the role, including CRM, Microsoft 365, Morningstar, Adobe Suite, and DocuSign.
• Excellent verbal and written communication skills for interacting with clients and teammates.
• Problem-solving, analytical, and critical-thinking skills, with high attention to technical accuracy.
• Ability to take initiative, work independently, and manage workload.
• Ability to multitask and manage competing priorities.
• Organized, detail-oriented, analytical, friendly, caring, and compassionate approach to working with people.

Nice To Haves

• Four-year degree.
• Experience in a consultant support role in a dynamic and growing organization.

Responsibilities

• Prepare, process, and confirm client paperwork.
• Prepare client documents and information for meetings.
• Process investment changes in client accounts.
• Maintain office and client meeting supplies.
• Answer and route incoming phone calls.
• Schedule client meetings.
• Handle incoming and outgoing mail.
• Prepare meeting rooms before client meetings and greet clients upon arrival.
• Track ongoing client communications, including newsletters and birthday cards.
• Complete other duties as assigned.

Benefits

• Retirement plan with company contribution.
• Required training and continuing education costs paid by MAP.
• Employer-paid long-term disability coverage.
• Paid time off, sick time, and holidays.
• Flexible work arrangements, including hours and remote work, based on job proficiency.
• Employer assistance with health insurance.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed