CAISSA Client Service Associate – Wealth Service Associate
Caissa Wealth Strategies
Bloomington, MN
This is a job for you if you have:
* Strong attention to detail
* Strong MS Office AND CRM experience
What will you do as a Client Service Associate?
The main responsibilities of a Client Service Associate would include (but are not limited to):
The Client Service Associate has the following knowledge and skill sets:
Who are we?
Caissa Wealth Strategies serves affluent clients in their wealth management needs. We focus on financial planning, starting with the tax return, which drives our detailed investment management strategies. Our best client is the one who allows us to get into every detail of their financial future, integrate that detail and plan multiple steps ahead. Our Torpedo Proofing and Tranches of Income processes set CAISSA apart from other advisors, providing our clients the structure to make it through retirement in any market environment (check them out on our website!). Clients hire CAISSA to remove their financial anxieties by taking on the role of their personal CFO.
Our firm has grown rapidly and we are looking to welcome a wealth Associate to the team. As a Client Service Associate, you would be responsible for office administrative duties and supporting our client experience.
Check out Carissa Wealth Strategies at: www.CaissaWealth.com
Job Type: Full-time
Salary: $26.35 – $31.54 per hour
Schedule:
Work Location: One location
Job Type: Full-time
Salary: $28.00 – $32.00 per hour
Schedule:
Ability to commute/relocate:
Work Location: One location
Job Type: Full-time
Pay: $27.00 – $31.00 per hour
Experience level:
Shift:
Weekly day range:
Work setting:
Work Location: One location
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