Collins and Krank ยท 5 days ago
Client Services Associate (paralegal)
Fargo, ND
Full-time
Onsite
Entry, Mid Level
$40K/yr - $80K/yrCollins and Krank is a boutique financial services firm dedicated to providing personalized wealth management and financial planning solutions. They are seeking a detail-oriented, service-focused Client Service Associate to support advisors and ensure seamless client service, with responsibilities ranging from administrative tasks to client interaction.
Financial Services
Hiring Manager
Brien Krank
Responsibilities
Serve as the first point of contact for clients, handling phone calls, emails, scheduling meetings, and greeting visitors (receptionist duties for entry-level candidates)
Assist with account opening, maintenance, transfers, and other operational processes, ensuring accuracy and compliance
Prepare materials for client meetings, take notes, and follow up on action items
Handle day-to-day client inquiries and requests, providing timely and professional responses
Support advisors with administrative tasks, including data entry, CRM updates, document preparation, and reporting
For experienced candidates: Participate in client meetings, communicate directly with clients on more complex matters, and take on greater responsibility in service delivery and relationship management
Qualification
Required
Experience in financial services, administrative support, customer service, or a related field is ideal; entry-level candidates with strong organizational skills are encouraged to apply
Excellent communication skills (written and verbal) and a professional, client-oriented demeanor
Strong attention to detail, multitasking ability, and proficiency in Microsoft Office (experience with CRM software or financial platforms a bonus)
Passion for delivering outstanding service and working in a team-focused environment
Preferred
Bachelor's degree preferred (finance, business, or related field a plus, but not required)
Series 7/66 or similar licenses a plus (or willingness to obtain with firm support)
Benefits
Benefits package
Opportunity for professional growth in a supportive boutique setting
Collaborative culture with direct impact on client satisfaction and firm success
Company
Collins and Krank
We believe that financial advisory services should be shaped by the unique needs of each client we serve, from individuals to families to high-caliber institutions.
Founded in 2015
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase