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Financial Services Client Specialist - Growth & Training
Job in
Plymouth, Hennepin County, Minnesota, USA
Listed on 2026-08-13
Listing for:
Berger Financial Group
Apprenticeship/Internship
position Listed on 2026-08-13
Job specializations:
-
Customer Service/HelpDesk
Bank Customer Service -
Finance & Banking
Bank Customer Service
Job Description & How to Apply Below
Berger Financial Group in Plymouth, MN is seeking a detail-oriented Client Services Associate to join our Central Services Team. You will support client onboarding, account setups, asset transfers, and ongoing communications with clients and advisors to ensure accuracy and a high level of service.
The role emphasizes meticulous document management, discretion with confidential information, and a willingness to cross-train across departments as our firm grows.
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