Client Service Associate

Flourish Wealth Management® • Full-time • Edina, Minnesota, United States • $60k - $75k / year • 2w ago

About Flourish

Flourish Wealth Management is a dynamic and growing independent, fee-only 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 decision-making process, and fostering a culture of long-term, 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 team-oriented culture.

Job Description

Do you have a passion for helping others? Are you naturally curious, comfortable working in a team-based 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 atflourishwealthmanagement.com

Salary and Benefits

Base Salary $60,000 - $75,000 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 company-wide bonus holiday week
10 paid company holidays
Hybrid Position with 2-3 days per week in office in Edina, Minnesota
Firmwide communications training and career development
Bi-weekly 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 up-to-date and organized client files.
Coordinate with custodians (e.g., Schwab) to open accounts and troubleshoot account-related issues and ensure compliance with regulatory and firm policies.
Implement and refine workflows to enhance efficiency, aligning with Flourish’s commitment to continuous improvement.
Support Wealth Managers to support financial planning initiatives, client meetings, and reporting.
Contribute to firm-wide 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 multi-faceted and cross trained

Position Requirements:

The ideal candidate is a strategic problem-solver and relationship-builder who thrives in a client-centric, high-touch environment and takes ownership of their work.

3 years in financial services, with expertise in client service, wealth management operations, and compliance.
Strong relationship-building 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.
Process-oriented thinker, continuously improving workflows and operational efficiency.
Exceptional organizational and time management skills, with the ability to balance multiple priorities independently.
Detail-driven 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, client-first 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 30-minute 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 woman-owned business and are committed to promoting diversity and inclusion in our hiring process, and we are proud to be an equal opportunity employer.

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