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952-895-1055

Client Relations Coordinator

Midwest Money Management, Inc.

Position: Client Relations Coordinator (Full-Time M-F 9-5)

Location: Lakeville, MN (100% in-person)

Who we are: Midwest Money Management is a full-service financial planning and investment management firm. We are dedicated to educating and serving our clients to help them achieve their life goals. As an office, we value a strong work ethic and genuinely enjoy spending time with one another. We love the family-like atmosphere our office provides and are looking forward to welcoming the right person to our team.

Salary Range: $45k-55k 

Benefits:

  • PTO/Paid Holidays
  • Semi-Annual bonus based on performance and firm profitability
  • Medical
  • Retirement Plan

Ideal Candidate

  • Looking for a career opportunity
  • Enjoys working in a close team environment
  • Great customer service skills with high energy and confidence
  • Excellent time management skills and prioritization skills
  • Self-motivated and self-directed
  • Written and verbal communication skills
  • Attention to detail with a high degree of accuracy
  • Motivated by helping others
  • Ability to meet deadlines in a high-volume work environment
  • Ability to adapt quickly to change
  • Patience to learn an operationally complex position
  • Ability to identify opportunities to create efficiency

Essential Duties and Responsibilities

  • Provides excellent customer service to clients through phone, email, and face-to-face interactions.
  • Assist in new account opening, account status, and follow up along with other requests.
  • Use of Redtail CRM, eMoney, Microsoft Office, and other programs as needed based on client and advisor needs (training provided)
  • Continually brainstorm with team on creative ways to deliver an even more exceptional client experience across our client base.
  • Assist with managing Investment Advisor Representatives daily operations including scheduling appointments, coordinating events
  • Manages and maintains files/databases
  • Preparation of correspondence including email and letters
  • Attend client/prospect events as needed (approximately 3 evenings per year)
  • Work in a confidential manner with respect to client and employee data

Requirements

  • Able to pass a background check required for the securities industry.
  • Must be able to work in the office daily, there is not a remote option for this position
  • Must be compatible with the team

Midwest Money Management is an Equal Opportunity Employer and encourages applicants of all ages, experiences, and backgrounds to apply for open positions. Midwest Money Management does not discriminate on the basis of an applicant’s age, race, color, creed, religion, national origin, sex, marital status, disability, sexual orientation, or status with regard to public assistance.

Please email resume to Sarah@MidwestMoneyManagement.com