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.
Required Knowledge, Skills and Abilities
Education and Experience
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.)