# Client Service Associate

**Company:** [Bill Good Marketing](https://jobs.workable.com/companies/4gTESapxAfKDEKKWLxFCsQ.md)
**Location:** Bloomington, United States
**Workplace:** on site
**Employment type:** Full-time

[Apply for this job](https://jobs.workable.com/view/4be8c5a1-21ba-42a7-b947-8a4353982a1d)

## Description

### **Who We Are**

At **Hance Financial**, we are not just about growth; we're about fostering deep, lasting relationships with our clients and our community. Embedded in the heart of Bloomington, just outside Minneapolis, our culture is a reflection of the Minnesota spirit, and focuses on creating enduring connections and guiding our clients toward financial freedom.

We stand as a flourishing, independent advisory firm. We're not just about reaching financial goals; we're about partnering with our clients through every life phase, offering customized, collaborative, and comprehensive financial planning.

### **The Role**

We are seeking a **Client Service Associate (CSA)** who will play a critical role in ensuring smooth and seamless client interactions. This position is **client-facing**, requiring a strong mix of **administrative, organizational, and relationship management skills**. The CSA will be the **go-to person for client requests, account administration, and operational support**, ensuring clients receive the high level of service they expect from Hance Financial.

### **Key Responsibilities**

**Client Relations & Support**

●     Serve as the first point of contact for client questions and concerns.

●     Provide a red carpet welcome for clients, ensuring they feel valued.

●     Build strong rapport with long-term clients and handle requests with patience.

**Administrative & Account Processing**

●     Process and manage all client paperwork, ensuring accuracy and efficiency.

●     Open new accounts and ensure risk profiles and agreements are properly documented.

**Office & Scheduling Management**

●     Maintain organization and efficiency in office operations.

●     Ensure advisors' time is maximized by handling client issues before they reach the advisor.

●     Assist in keeping track of action items and client follow-ups.

## Requirements

### **Who You Are**

●     **Client-Centric & Detail-Oriented:** You prioritize client satisfaction and handle all interactions with professionalism and care.

●     **Organized & Proactive:** You thrive in a **fast-paced** environment and can **manage multiple tasks efficiently**.

●     **Strong Communicator:** You have **excellent verbal and written communication skills**, ensuring clarity in client interactions.

●     **Tech-Savvy:** Comfortable using **CRM systems, Microsoft Office, and financial planning software**.

●     **Adaptable & Solutions-Oriented:** You can **problem-solve quickly** and **anticipate client needs** before they arise.

### **Preferred Qualifications**

●     **1+ years of experience** in **financial services or client relationship management**.

●     Familiarity with **financial advisory operations, account processing, and CRM systems**.

●     Experience with **Redtail CRM, Orion, or similar financial planning software** (preferred but not required).

●     Strong ability to **work both independently and collaboratively** in a professional office environment.

## Benefits

### **Work Culture at Hance Financial**

We are a **collaborative and client-focused** firm that values **long-term relationships and a high standard of service**. Our culture is **supportive, engaging, and fun**, with plenty of opportunities for **growth and professional development**.

### **Schedule & Compensation**

●     **Hours:** Monday - Friday, **8:00 AM - 5:00 PM** (No travel required).

●     **Salary:** $60,000 - $72,000, depending on experience.

●     **Benefits:**

○     401(k) with employer matching

○     Employer-sponsored health benefits

○     Paid time off (PTO)

○     Covered parking for Minnesota winters

○     Onsite gym facilities

○     Onsite pickleball court

○     Company-sponsored lunches

○     Bonus opportunities

**Join us** and grow not only in your career but also in your ability to make meaningful connections with our clients. We're excited to support your journey with comprehensive training and a supportive team environment.

**Be a part of our wealth-building journey in Bloomington and make a difference in our clients' lives at Hance Financial. Apply today!**