Client Service Associate: Financial Planning & Investments
Listed on 2026-10-06
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Finance & Banking
Financial Sales, Wealth Management, Banking & Finance
Fortune Financial is seeking a highly motivated Client Service Representative to support clients in investment, annuity and insurance services. Based in our Minnesota office, you will handle meeting preparation, CRM maintenance, account openings and day-to-day operations in a collaborative, in-person setting.
The ideal candidate will be detail-oriented, able to multi-task with accuracy, and possess excellent written and verbal communication skills to deliver superior client service in a
We are looking to fill the Client Service Associate:
Financial Planning & Investments position at Fortune Financial in Hopkins, MN, United States.
The Client Service Associate:
Financial Planning & Investments position in the Sales field is open for applications.
We have an opening for a Client Service Associate:
Financial Planning & Investments in Hopkins, MN, United States within Sales.
This role, Client Service Associate:
Financial Planning & Investments at Fortune Financial, could be your next opportunity.
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