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Canopy Financial Group · 3 days ago

Client Engagement Specialist

Richfield, MN

Full-time

Onsite

Mid Level

$50K/yr - $65K/yr

3+ years exp

Canopy Financial Group is dedicated to delivering personalized financial guidance and exceptional service. The Client Engagement Specialist is responsible for creating a warm, professional, and engaging experience for clients and team members while ensuring seamless front office operations and supporting client service requests.

ConsultingFinancial ServicesProfessional ServicesWealth Management

Hiring Manager

Amy Koenig

Responsibilities

Deliver a professional first impression for every client interaction

Answer and address incoming calls promptly and courteously

Ensure seamless scheduling of meetings and conference rooms

Assist with client service requests (e.g., statements, deposits and withdrawals, address and beneficiary changes, etc.)

Assist with new business processing (e.g., new accounts, transfers, client profiles, etc.)

Manage incoming and outgoing mail, deliveries, and courier services

Maintain office supplies inventory and place orders when necessary

Assist with data entry and recordkeeping in CRM and financial systems

Support compliance processes by ensuring proper documentation and adherence to regulatory requirements

Qualification

Wealth management experienceCRM systemsMicrosoft OfficeFinancial productsPrioritize tasksInterpersonal skillsCommunication skillsProblem-solving skillsDetail-orientedMaintain confidentiality

Required

Associate's degree or equivalent relevant experience

Minimum of 3 years of experience in wealth management

Fingerprinting and comprehensive background checks are required to ensure our fiduciary responsibilities to our clients are upheld. Only applicants with clean or nearly clean records should apply

Strong interpersonal skills and client-focused demeanor

Proficiency in Microsoft Office and CRM systems

Ability to prioritize and manage multiple tasks in a fast-paced environment

Professional, punctual, and detail-oriented

Ability to maintain confidentiality and handle sensitive information

Familiarity with financial products, services, and regulatory requirements

Strong communication skills (written and verbal)

Problem-solving skills and a proactive approach to improving processes and service delivery