Client Service Administrator

Summary

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. It also offers 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 are Monday‑Friday; 8:30am – 5:00pm. Compensation ranges from $20–25/hr, dependent upon experience, with PTO available.

• Enter client information into various systems.
• Deepen existing client relationships by ensuring client information and documentation is up to date.
• Research and respond to client inquiries.
• Assist in generating performance reports.
• Maintain information in the CRM (Salesforce) system.
• Fill out necessary forms for opening or maintaining accounts and complete applications to the point of signature.
• Handle requests 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.
• Provide back‑up support as needed with answering incoming phone calls and scheduling client meetings.

• Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or willingness 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 the 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.

• Planning/Organizing
• Customer Focus
• Communication
• Interpersonal Skills
• Teamwork and Collaboration
• Adaptability/Flexibility

• Must be able to work with all roles within 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.