Client Service Associate

Echo Wealth Management is seeking an experienced Client Service Associate with a record of accomplishment and a desire to contribute as part of a growing firm. The ideal candidate has several years of client service experience, exceptional attention to detail, is committed to building a long-term successful career within an independent advisory firm. This person will sit at our reception desk in our new office suite and be the first impression of our firm.

Primary Responsibilities 

  • Answer the phone in a professional manner 
  • Partner with team members to provide the highest-quality customer service to current and prospective clients 
  • Build trusted client, advisor and vendor relationships through a commitment to timeliness, accuracy, effective communication and an engaging interpersonal style 
  • Utilize CRM system for daily tasks, tracking and documentation of client data, and internal updates to current assigned work 
  • Respond to daily communications from clients regarding account maintenance and other intraday account servicing responsibilities 
  • Collaborate with Wealth Managers regarding account questions, service requests, and all other matters 
  • Maintain our paperless system by filing electronic documents timely according to our firm’s processes 
  • Participate in special projects or assignments as needed working with wealth managers to solve complex issues that may arise 
  • Assist in the billing of financial planning fees and investment management fees 
  • Work with wealth managers to facilitate the onboarding process for new clients 
  • Assist in the flow of operations while maintaining the highest level of client service 

Required Knowledge, Skills and Abilities 

  • Exceptional oral, written, and interpersonal communication skills 
  • Excellent organizational and time management skills 
  • Pleasant, professional, and positive demeanor 
  • Proficiency in prioritizing multiple tasks at one time 
  • Flexibility and adaptability in an environment of complexity and change 
  • Unwavering ethics and commitment to acting in the best interest of clients 
  • Resourcefulness and ability to independently resolve questions and issues 
  • Motivated, team-oriented and committed to providing a superior level of client service 
  • Self-disciplined with a commitment to quality, attention to detail and accuracy 
  • High commitment to confidentiality and protecting important information 

Education and Experience 

  • High school diploma or GED. Associates degree or Bachelor’s degree preferred 
  • 3+ years of applicable industry experience preferred 
  • Possess strong word processing, spreadsheet and data entry skills 
  • Track record of building successful relationship with clients, advisors and vendors 

About Us: 

Echo Wealth Management is an independent, boutique wealth management firm located in Plymouth, Minnesota that takes the complexity out of wealth management. We offer integrated, comprehensive solutions that address every facet of our clients’ financial lives. We do this by building the highest levels of trust, integrity and respect while always collaborating using a team approach. It’s nice to have a wealth management firm with accounting roots. A tax-conscious strategy is a beautiful thing. 

We serve high net worth clients by creating a customized client portal Echo Dashboard for each household to see everything in one secure place. Our clients value our high level of attention to detail, responsiveness to their needs and professional style. At Echo Wealth Management, you will work with a team of trained professionals whose focus is to help clients define and reach their goals. Our employees enjoy working in a Class A office building that offers a café, a fitness center, state-of-the-art technology, and amenities that enhance our work environment. Development and training of our firm’s talent is a top priority. 

Echo Wealth Management is an equal opportunity employer. We offer a competitive compensation and benefits package including: a 401(k) plan with a generous employer matching; firm wide profit sharing; a continuing education reimbursement plan, 15 day pay-time-off per year in addition to 8 holidays. (Will have medical insurance available in 2020.) 

Please direct your cover letter and resume with salary requirements to This email address is being protected from spambots. You need JavaScript enabled to view it.. 

3033 Campus Drive, Suite N145
Plymouth, MN 55441


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