<p>We are looking for an experienced and detail-oriented Client Services Associate or Manager to join our team in Minneapolis, Minnesota. In this role, you will support high-level executives and teams by, overseeing client interactions, and facilitating investment-related transactions. The ideal candidate will thrive in a fast-paced environment, possess exceptional organizational skills, and demonstrate a commitment to delivering outstanding client service.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate complex client transactions, including preparing and tracking documentation for investments such as 1031 exchanges and real estate deals.</p><p>• Collaborate with title companies, exchange accommodators, and investment sponsors to manage investment closings and ensure timely processing.</p><p>• Assist with client onboarding processes to ensure smooth transitions and effective communication.</p><p>• Monitor ongoing client transactions and investment timelines, ensuring deadlines are met and clients remain informed.</p><p>• Provide proactive and responsive support for client inquiries regarding investment-related services.</p><p>• Facilitate internal communications for executives, including meeting coordination and administrative support.</p><p>• Work collaboratively with cross-departmental teams to maintain an efficient and effective workflow.</p><p>• Uphold confidentiality standards for all client and firm-related information.</p><p>• Support executives in streamlining communication and managing priorities related to client services and transactions.</p><p><br></p><p>If you are interested in joining this growing investment advisory firm please contact Doug Rickart on LinkedIn , call Doug at 612-249-0330 or apply through the ink provided. </p>
<p>We are looking for a dedicated Client Support Associate to join our team in Bloomington, Minnesota. In this role, you will be responsible for assisting clients with inquiries, supporting program administration, and providing first-line technical support for our portals. This position requires excellent communication skills and the ability to manage multiple tasks efficiently while ensuring client satisfaction.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate meetings with clients.</p><p>• Provide technical support for for clients and internal departments.</p><p>•Manage front desk dealing with clients coming in and answering phones.</p><p>• Handle incoming client calls, responding to inquiries about account updates while ensuring issues are directed to the appropriate internal teams.</p><p>• Collaborate closely with the client service team to ensure seamless handling of client requests and escalations.</p><p>• Maintain a calm and detail-oriented approach when managing urgent or demanding client situations.</p><p>• Assist clients with basic questions, providing contact information or instructions on using online resources as needed.</p><p>• Perform light front desk duties, including greeting occasional visitors and managing administrative support tasks.</p><p>• Help ensure smooth office operations by coordinating with various departments and maintaining organized workflows.</p><p>• Take ownership of learning internal policies and procedures to provide accurate and effective assistance to clients.</p>
<p><strong>Receptionist and Customer Service Representative</strong></p><p><strong>Responsibilities:</strong></p><ul><li>Accurately enter customer orders into ERP and maintain order entry records.</li><li>Answer incoming phone calls, direct inquiries to the appropriate parties, and provide information as needed.</li><li>Greet guests and visitors in a courteous and professional manner, ensuring a positive first impression.</li><li>Handle customer complaints by identifying issues, providing timely solutions and alternatives, and following up to ensure complete resolution.</li><li>Keep records of customer interactions, process customer accounts, and update customer information as necessary.</li><li>Manage and track sample requests from customers and internal teams.</li><li>File tickets, estimates, and other documentation promptly and accurately.</li><li>Follow established communication procedures, guidelines, and company policies to ensure consistent and high-quality service.</li><li>Assist with miscellaneous office duties, such as data entry, filing, document preparation, and maintaining office supply inventory.</li></ul><p><strong>Skills & Qualifications:</strong></p><ul><li>Strong communication and interpersonal skills.</li><li>Attention to detail and ability to manage multiple priorities.</li><li>Proficient in order entry systems (Fishbowl experience preferred).</li><li>Customer-focused mindset with a commitment to resolving issues effectively.</li><li>Organization skills and the ability to maintain accurate records.</li></ul><p>Ready to make a meaningful impact as the face and voice of our organization? Apply today to join our team.</p>
<p>We are seeking On-Line Tool Support Professionals to serve as the first point of contact for web-based tool support. This role supports clients and advisors through a high-volume inbound call environment, providing troubleshooting, education, and resolution for technical issues.</p><p><strong>Position Overview</strong></p><p>This role serves as the <strong>first point of contact</strong> for web-based tool support. You will assist clients and advisors in a <strong> inbound call environment</strong>, providing:</p><ul><li>Technical troubleshooting </li><li>Customer education </li><li>Issue resolution </li></ul><p><strong>What They’re Looking For</strong></p><ul><li>Strong personality and positive attitude </li><li>Highly <strong>process-oriented</strong> (technical skills can be taught) </li><li>Quick learner who can adapt easily </li><li>Strong customer service presence (internal + external) </li><li>Excellent communication and soft skills </li><li>Critical thinking and ability to problem-solve in real time </li><li>The “it factor” - someone who stands out and engages well </li></ul><p><em>Note: Call center experience is helpful but not required.</em></p>
<p>We are looking for a dedicated Customer Service/Logistics Representative to join our team in Bloomington, Minnesota. This Contract to permanent position offers an excellent opportunity to provide exceptional service to customers while developing your skills in a fast-paced environment. The role focuses on handling inquiries, managing orders, and ensuring customer satisfaction through effective communication.</p><p>Key Responsibilities </p><ul><li>Track and organize all warehouse inventory for multiple client accounts, including custom and stored trade-show exhibits</li><li>Accurately pick, pack, and ship orders; ensure timely delivery based on tradeshow or client deadlines</li><li>Enter and maintain orders within Exhibit Force system and MS Office Suite</li><li>Communicate with clients via phone and email (in-person interaction is rare)</li><li>Proactively troubleshoot and resolve issues with clients such as damaged products, shipment delays, and client dissatisfaction, offering creative solutions as needed</li><li>Monitor schedules to guarantee products arrive on time </li><li>Assist with general office and warehouse duties</li></ul><p><br></p>
<p>Are you a highly motivated professional with strong communication skills and a passion for delivering exceptional customer service? Our team in Minneapolis is seeking an onsite Call Center / Customer Service Representative to provide outstanding support to our valued customers!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Handle inbound and outbound customer calls, ensuring a positive customer experience</li><li>Provide accurate information regarding products, services, and policies</li><li>Resolve customer issues and inquiries efficiently and courteously</li><li>Accurately document all interactions and maintain customer records in our database</li><li>Meet individual and team performance metrics for customer satisfaction, response times, and quality</li></ul>