Summary
We are seeking a high performing individual who thrives in a team environment. This role is a significant contributor to the success of the organization, providing the best client experience within one of our advisor practices.
Our ideal candidate is service-focused and will be responsible for client onboarding, ongoing servicing of clients, CRM management and advisor-ready prep materials.
The associate will partner with the firm’s business units to actively manage each client relationship ongoing.
Essential Functions
- Deliver advisor-ready meeting prep and follow up materials, collect data and documents for assigned clients, interpret client documents to answer client questions, and keep all aspects of CRM up to date.
- Represent the NorthRock firm and advisor practices by partnering with internal and external business partners to complete tasks, resolve / facilitate requests, represent the client, and provide an exceptional client experience
- Represent NorthRock as a main point of contact for assigned clients
- Play a role in client onboarding, servicing, meetings, and follow-up as necessary
- Work closely with other Client Service Associates to implement improved processes and operational policies
- Create personalized relationships and experiences for clients while continuously improving client service standards and delivery across the practice and the organization
Required Education & Experience
- A bachelor’s degree from an accredited college or university required
- 2+ year(s) of related experience
- Successful candidates will combine service acumen across many of the following areas : Financial Planning, Insurance, Tax Services, Estate Planning, Executive Compensation, Cash Flow Management, Accounting
- Experience in a client-service or professional service role
- Experience with a CRM database is appreciated (e.g. Salesforce)
Preferred Qualifications
2-3 year(s) of Client Service experience
NorthRock Partners is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law.
We provide an inclusive and welcoming environment for all employees and applicants.
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