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Client Service Manager

Morris, Minnesota

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About Encore

Encore helps business owners and farm families build stronger businesses and leave stronger legacies. We are a small, close team, and we care about the people we serve.

The Role

You will be the person who keeps our office running smoothly and makes sure our clients feel well cared for. No financial industry experience is needed. We will teach you our systems.

What You Will Do

  • Be a friendly first point of contact for clients by phone, email and in person
  • Keep client notes, follow up tasks and meeting schedules up to date in our client database
  • Help prepare and process account paperwork and routine client requests
  • Handle mail, supplies and the everyday running of the office

What We Are Looking For

  • A friendly, clear communicator
  • Good attention to detail and a natural sense of organization
  • Someone we can trust with confidential client information
  • Comfortable using Word, Excel and Outlook via Office 365

How We Will Set You Up

Tim and Kristin Schaefer will train you personally.

Reports to: Tim Schaefer, Founder

Benefits

  • Retirement plan
  • Health insurance
  • Paid time off
Location
Morris, Minnesota
Apply now

Apply right here with your resume. Questions? Call Tim at 320-288-4084.

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Thank you for applying. Tim will review your information and be in touch if it looks like a good fit.

Here's the full job description so you know exactly what the role involves:

About Encore

Encore helps business owners and farm families build stronger businesses and leave stronger legacies. Encore Consultants works on the people side, developing leaders and helping families prepare the next generation. Encore Wealth Advisors helps those same families manage the wealth their businesses create through investment management, retirement plan consulting and financial planning. We are a small, close team, and we care about the people we serve.

Our core values: Proactive, Organized, Curious Learner, Optimistic, Connections and Servant Leaders.

The Role

You will be the person who keeps our office running smoothly and makes sure our clients feel well cared for. You handle the details so our advisors can stay focused on client relationships. No financial industry experience is needed. We will teach you our systems. We are looking for someone who learns quickly, stays organized and enjoys helping people.

What You Will Do

  • Be a friendly first point of contact for clients by phone, email and in person
  • Keep client notes, follow up tasks and meeting schedules up to date in our client database
  • Help prepare and process account paperwork and routine client requests
  • Keep our files and records accurate, organized and confidential
  • Handle mail, supplies and the everyday running of the office

What We Are Looking For

  • A friendly, clear communicator
  • Good attention to detail and a natural sense of organization
  • Someone we can trust with confidential client information
  • Comfortable using Word, Excel and Outlook via Office 365
  • A quick learner who likes figuring things out
  • Comfortable with learning new technology that simplifies your work
  • Steady and dependable, able to manage your own day once trained

How We Will Set You Up

Tim and Kristin Schaefer will train you personally. We expect the first few months to be about learning, and you will always have someone to go to with questions. Over time you will take ownership of the work and help shape how we do it.

Reports to: Tim Schaefer, Founder

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