Full-Time
Client Services Assistant
Posted on 11/8/2022
Provides financial services for wealth creation and preservation.
Senior, Expert
Minneapolis, MN, USA
- Strong computer skills, Microsoft Office Suite experience preferred
- Excellent verbal and written communication skills
- Excellent customer service skills
- Maintains confidentiality of information
- Ability to coordinate multiple tasks and priorities
- High attention to detail
- High school diploma or GED This description covers the primary and principal duties of the job. It is not intended to give all details or a step-by-step account of the way each procedure or task is performed
- Good organizational and demonstrated problem solving skills a plus
- Knowledge of insurance/ financial services industry
- Responsibility
- Faith
- Integrity
- Growth
- Gratitude
- Service
- Life/Health licensing is a plus
North Star Resource Group stands out as a leading financial services firm due to its extensive network of 170 advisors across 22 states, serving over 140,000 individuals with wealth creation and protection strategies. The company's commitment to social responsibility is evident in its annual donation of 10% of profits to nonprofits, amounting to $6.3 million since 2004. Furthermore, North Star's unique matching tool ensures clients are paired with financial professionals who align with their values and priorities, enhancing the quality of service and customer satisfaction.
Company Stage
N/A
Total Funding
N/A
Headquarters
Minneapolis, Minnesota
Founded
1908