Client Services Specialist — Financial Advisory; PTO
Job in
Hopkins, Hennepin County, Minnesota, 55305, USA
Listed on 2026-06-25
Listing for:
Fortune Financial
Full Time
position Listed on 2026-06-25
Job specializations:
-
Finance & Banking
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Customer Service/HelpDesk
Job Description & How to Apply Below
Fortune Financial in Hopkins, Minnesota, is looking for a Client Service Representative to support investment, annuity, and insurance products. The role involves client interaction, meeting preparation, and managing the client relationship management database.
Applicants should have a passion for delivering superior client service, 1+ years of financial industry experience, and be highly detail-oriented. This position offers a dynamic environment with opportunities to assist the team as business needs evolve.
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