Client Service Associate

Excellent opportunity for a highly-motivated experienced office professional.

 

Great full-time opportunity for an organized, dependable, detail-oriented team player to serve high-end clients in a small, successful professional services firm.  The job offers a wide variety of office support responsibilities including:

§ client scheduling, greeting, and telephone contact;

§ important financial account management responsibilities including forms, money movement, and client correspondence;

§ general administration including copying, filing, mailings, copier maintenance, etc.

The firm is growing and the right employee may have the opportunity to move over time into a para-professional or office manager role.  The position offers a competitive hourly wage, employee benefits, flexibility, free parking, a collaborative atmosphere, an attractive office setting, and wonderful clients.

 

Education/Experience:A minimum of a H.S. education; prefer post H.S.4+ years successful experience in a significant support role with client contact and detail work.

 

Skills/Business Focus:Excellent client service orientation.Excellent verbal and written skills.Strong personal and work ethics, honesty, and ability to maintain strict confidentiality.Strong track record as to detail and follow up. Consistent accuracy with work product.Organized and systematic approach.Team player.  Willingness to “go beyond.”Respectful, proactive communicator.Professional dress/look.  Welcoming, warm style.MS office suite experience, including Outlook, Word, and Excel.Must enjoy being responsible for important client functions and service.Must enjoy taking initiative in helping clients, and in helping achieve the overall business and team goals.

 

Company Information:

Laura A. Kuntz, CPA, MBT/Raymond James Financial is a wealth management company serving individuals who are financially independent or on track to be so.  The company is located in a large, attractive office building near Mall of America in Bloomington, Minnesota.  The company cares deeply about its clients and sees each employee as important.  The company values integrity, performance, proactivity, teamwork, respect, and constructive, honest dialog.  You can learn more about the firm at www.laurakuntz.com.

 

Contact Information

Company: Laura A. Kuntz, CPA, MBT

Contact: Laura Kuntz

Email: laura.kuntz@raymondjames.com

Fax:  952-854- 6276