MAG Wealth Management Hiring for Client Service Associate/Director of First Impressions Job at Paynesville, MN Full Time

Client Service Associate/Director of First Impressions

MAG Wealth Management, a successful wealth management firm, is seeking a Client Service Associate/Director of First Impressions to assist us in helping our clients achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organization!

Our mission at MAG Wealth Management is to Simplify your financial life. If you have a relentless, burning desire to succeed and share our vision, then we would love to hear from you!
Description
The Client Service Associate plays an important role in setting the tone for the organization. As the first and last person clients see when they are in the office, the Client Service Associate is instrumental in making sure clients have a positive experience.

Responsibilities & Activities

• Greets clients and prospective clients in a friendly and sincere manner, making them feel comfortable when they visit the office.

• Handles incoming telephone calls.

• Sorts and distributes the mail.

• Sends periodic client correspondence.

• Coordinates the assembly and mailing of client paperwork and follow-up.

• Help prepare for client reviews.

• Maintain accurate and complete client information in the database.

• Handles calendars for the Wealth Advisor(s) and others in the office.

• Maintain the various compliance logs.

• Aids in the development and maintenance of written documentation/procedures of all activities.

• Adhere to all company and industry supervisory guidelines and policies.

• Performs other duties as apparent or as assigned.

Knowledge, Skills, & Abilities

• Requires:

• Excellent interpersonal skills.

• Excellent attitude and an extraordinary client service orientation.

• Superior phone skills – friendly and helpful in all interactions on the phone.

• A genuine interest in serving and caring for other people.

• Able to manage multiple tasks at a time while maintaining professional poise and courtesy to clients and internal stakeholders.

• Strong attention to detail.

• Professional demeanor.

• Proficiency with Microsoft Office Suite.

• Attendance is an essential function.

• Salary is commensurate with experience.

We offer a great working environment in a beautiful and professional office location. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on improving our client’s lives.

For more information about our company, please visit our website at www.magwealth.com.

Securities and advisory services offered through Cetera Advisor Networks LLC, Member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Investment advisory services also offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Job Type: Full-time

Pay: $15.00 – $20.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Paynesville, MN 56362: Reliably commute or planning to relocate before starting work (Preferred)

Experience:

• Customer service: 1 year (Preferred)

Work Location: One location