Client Service Specialist: Financial Planning & Admin Support
Job in
Golden Valley, Hennepin County, Minnesota, USA
Listed on 2026-07-06
Listing for:
Everest Financial Group
Full Time
position Listed on 2026-07-06
Job specializations:
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Everest Financial Group in Golden Valley, MN seeks a Client Service Specialist to support a senior CFP advisor and provide excellent client experiences. You will manage calls, process account paperwork, and assist with compliance.
The ideal candidate is detail-oriented, tech-savvy, and possesses strong communication skills. The position offers an hourly wage between $55,000-$75,000 based on experience, and includes benefits such as health and dental insurance.
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