<p>We are looking for a motivated Sales Assistant to join our team in Chanhassen, Minnesota. This is a Contract position ideal for someone who is detail-oriented and has a passion for providing exceptional sales support and customer service. The role involves collaborating with various teams and vendors to ensure smooth sales operations and client satisfaction. The Sales Coordinator provides exceptional customer service by facilitating sales order creation, building strong client relationships, and managing purchasing activities. In this role, you will work closely with Senior Client Partners to support existing retail accounts, ensuring orders are processed accurately and efficiently. Your efforts will help deliver high levels of customer satisfaction and play a key role in achieving departmental and company sales volume goals.</p><p><br></p><p>Responsibilities:</p><p>• Assist with both inbound and outbound sales activities to support business growth.</p><p>• Process customer orders and ensure accurate order entry into the system.</p><p>• Prepare and manage invoices for customers and vendors, maintaining precision and timeliness.</p><p>• Develop and maintain strong relationships with vendors to facilitate seamless collaboration.</p><p>• Provide comprehensive sales support to the team, addressing queries and resolving issues promptly.</p><p>• Help organize and track sales data to aid in reporting and decision-making.</p><p>• Coordinate with internal teams to ensure alignment on sales strategies and operations.</p><p>• Monitor inventory levels to ensure product availability for customers.</p><p>• Address any discrepancies in invoices or transactions proactively.</p><p>• Contribute to the improvement of sales processes and workflows.</p>
<p>We are looking for an experienced Technical Support Analyst to join our team on a contract basis. In this role, you will provide technical assistance and support across two locations, ensuring smooth operation and resolution of IT-related issues. This position requires a proactive individual with strong problem-solving skills and expertise in Apple devices and systems.</p><p><br></p><p>Responsibilities:</p><p>• Deliver Tier I helpdesk support to users across two sites, addressing technical issues promptly and effectively.</p><p>• Diagnose and troubleshoot hardware, software, environmental, and user-related problems, collaborating with vendors when necessary.</p><p>• Conduct research on unresolved issues and propose solutions to improve user experience.</p><p>• Manage device lifecycles, including acquisition, deployment, collection, erasure, and sale.</p><p>• Perform repair and maintenance tasks for various equipment and technical services, such as printers.</p><p>• Create and update documentation for procedures and practices to ensure consistency and efficiency.</p><p>• Promote the continuous enhancement of technology support processes.</p><p>• Handle additional duties as needed to support the IT team and organizational goals.</p>
<p>We are looking for a dedicated Client Relationship Manager to join our client's team in Twin Cities. In this role, you will play a key part in supporting our advisors by providing planning and operational support interacting with clients. This position requires a proactive and detail-oriented individual who can manage account tools effectively and deliver exceptional service.</p><p><br></p><p>Responsibilities:</p><p>• Become the first point of contact for key clients of the firm</p><p>• Utilize financial planning software to support retirement, education, tax, charitable, estate, or insurance planning.</p><p>• Prepare and manage documentation for client onboarding, transfers, and money movement, ensuring timely submission to custodians.</p><p>• Monitor account activities to confirm proper transfer and tracking of business operations.</p><p>• Develop expertise in custodial platforms to enhance operational efficiency.</p><p>• Handle tasks to effectively support financial operations.</p><p>• Utilize CRM to document tasks and maintain accurate records.</p><p>• Perform various other duties that contribute to the success and growth of the firm.</p>
