Client Service Associate

The Client Service Associate is often a client's first and most frequent point of contact. CSA’s serve as the vital link between our clients and the PGFG team. This role quarterbacks a wide range of tasks at once, delivering the responsive, detail-oriented support that helps us meet and exceed client expectations. We’re looking for someone who leads with genuine care, brings sharp attention to detail, and approaches every day with a growth mindset.

Warmly greet clients and visitors, ensuring our office always feels clean, organized, and welcoming.

Service a wide variety of tasks and priorities at once, keeping every detail organized and each deadline on track.

Engage directly with clients, processing requests and resolving day-to-day inquiries with care and attention to detail; routing more complex questions to the appropriate team.

Keep client, prospect, and vendor records accurate and up to date in Salesforce.

Generate and process new and existing client paperwork through Charles Schwab. Track incoming fund transfers from surrendering companies and proactively help resolve any issues that arise.

Ensure that client accounts are accurately established and maintained. Work with clients on account deposits and withdrawals, updating bank information, addresses, and beneficiaries.

Support our Wealth Advisors by coordinating client reviews, scheduling meetings, conducting research, and following up to resolve client inquiries.

Maintain accurate client data across our CRM Salesforce and Black Diamond for billing and reporting.

Commit to continuous learning and professional development, stay current on industry trends, vendor tools, and compliance requirements.

Bring a team and growth mindset to everything you do.

Help foster our culture of open, honest, and timely communication.

A naturally friendly, warm, and caring approach to client service.

Meticulous attention to detail and genuine pride in getting the details right.

A growth mindset - curious, coachable, and always looking to learn.

2+ years of experience in an administrative role within financial services.

Exceptional oral and written communication skills.

Highly organized, with a knack for staying on top of many moving pieces at once.

An independent problem-solver with strong math and time-management skills.

Excellent follow-up and follow-through.

Sound judgment - able to recognize urgency and set priorities accordingly.

High degree of confidentiality and discretion.

Proficient with Windows-based software, Outlook, Word, Excel, and Microsoft 365.

Familiarity with Salesforce, Calendly, Charles Schwab and AI.

Medical, dental, short-term disability, and term life insurance.

401(k) and Roth 401(k) plan.

3 weeks PTO, plus paid federal holidays.

Eligible for a bonus pool after 1 year, or a commission structure depending on background.

$60,000 - $85,000 annually

Onsite position, 100% in office.

Very limited travel within the Twin Cities as business needs require.

Pine Grove Financial Group is a financial planning and wealth management firm helping families prepare for and navigate their transition into retirement. Over the past five years, the number of families we serve has grown 20% annually, and we now serve clients across four offices in the Twin Cities metro. Forbes ranked us as the #1 Best-in-State Wealth Advisors for 2026.

Our mission is to build trusting relationships with our clients by helping them make smart financial decisions and empowering them to live their ideal lifestyle.

We’re looking for someone who wants to grow with a fast-paced, ambitious organization, thrives in a collaborative team environment, and brings a tech-forward mindset to their work. We have big plans for expansion and want team members who are excited to grow right along with us. By putting efficient technology to work, we’re able to give our clients the best experience possible, which allows us to make a broader impact and serve even more families.

In 2019 and 2020, Pine Grove Financial Group was named to the Inc. 5000 list of fastest-growing private companies. From 2017 to 2026, we were named to both Forbes' Top Next-Gen Advisors list and Best-In-State Wealth Advisors for Minnesota.