Client Service Administrator

Administrative Support Role

This position provides support to Dakota Valley Associates – Jeremy Moe. We're looking for a service-driven professional to provide administrative support to our financial advisors and clients. This role involves managing client inquiries, supporting daily operations, and ensuring smooth communication across the practice. Responsibilities include providing client service along with advisor support: answering client questions regarding insurance and financial accounts, assist advisors with meeting preparation and assisting with forms and transactions for financial accounts, supporting projects and the administration of various programs, contacting clients for service related matters, and other administrative tasks as assigned. You'll play a key role in both client and team support, requiring strong multitasking, attention to detail, and a commitment to exceptional service. This position is employed by Jeremy Moe of Dakota Valley Associates. This position provides an immediate growth track to obtain FINRA SIE 7/66 as well as MN Life and Health licensing within the first year. This full-time role is fully in-office out of Eagan, MN Hours: Monday-Friday; 8:30am – 5:00pm Compensation: $20–25/hr, dependent upon experience. PTO available.

Position Roles/Responsibilities/Accountabilities

Enter client information into various systems

Deepen existing client relationships through making sure client information and documentation is up to date

Research and respond to client inquiries

Assist in generating performance reports

Maintain information in CRM (Salesforce) system

Fill out necessary forms for opening or maintaining accounts and complete applications to point of signature

Handle request for transfers of funds in and out of accounts

Prepare correspondence, reports, and coordinate special projects

Assist with follow up for client meetings and track all client account and application paperwork

Provides back-up support as needed with answering incoming phone calls and scheduling client meetings.

Position Qualifications

Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn

Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions

Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients

Ability to maintain integrity of sensitive/confidential information

Demonstrated customer service orientation/experience, 2+ years preferred.

Basic understanding of Dakota Valley Associates, our products and services, and Thrivent Financial

Competencies:

Planning/Organizing

Customer Focus

Communication

Interpersonal Skills

Teamwork and Collaboration

Adaptability/Flexibility

External/Internal Dependencies

Must be able to work with all roles of the Dakota Valley Associates

Must be able to represent the organization in work with external clients

Must be able to cultivate and maintain relationships with outside organizations