Client Account Specialist
📋 Role Overview & Responsibilities
JNBA Financial Advisors is searching for a Client Account Specialist (CAS) who shares our firm’s values and truly enjoys helping others. As a client service role, key attributes expected from this team member are professionalism, strong attention to detail, proven communication skills, and upholding the strictest confidentiality. A CAS should have a minimum of 2 years of experience in a client service role. This position is responsible for ensuring that client account and personal information is accurately maintained both at the firm and with the custodian. As part of our advice driven by advocacy® approach, a CAS is an important member of a client’s advisory team to fulfill client requests as well as troubleshoot issues and address client questions, often directly with the client. This team member is expected to collaborate with advisory team members and must be solution-focused and forward-thinking.
Required Skills and Experience:• 2+ years of personal wealth management industry experience• Series 65 license• A strong desire to learn JNBA’s tools and processes• Outstanding communication skills, both verbal and written• Highly proficient with Microsoft Office (Excel, Word, Outlook) and other software applications
Demonstrated professional track record of operating in alignment with our organizational values of:• Guarding confidentiality• Being accountable• Collaborating for the common good• Striving to continually add value• Results-driven• Being compassionate and empathetic
About JNBA Financial Advisors - Bloomington-based JNBA is an independent fee-only wealth management firm that has worked exclusively for clients for over 40 years. As a nationally recognized Registered Investment Advisor (RIA), our culture and team members are driven to fulfill our fiduciary duty by acting in our clients’ best interests at all times. Our advisory teams help guide people through life’s most important decisions by delivering customized life planning strategies and solutions to optimize their resources. JNBA’s higher standard of service has contributed to 96%+ client retention since we began tracking in 2001.
Salary & Benefits - JNBA is a growing company that offers competitive salary and benefits based on experience and qualifications.
To learn more about JNBA, please visit our website at www.jnba.com. Interested applicants should send their resume and salary requirements. Resumes will not be accepted without a cover letter that states why you would be a good fit for this position and the compensation range you wish to discuss. Also, in your cover letter, please describe your three most defining characteristics or attributes. This request is intended to showcase your writing skills as well as help us to get to know you. Thank you for your interest in joining our JNBA team!
Job Type: Full-time
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This position is located in Minneapolis, MN with potential relocation and sponsorship assistance depending on candidate qualifications.
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