Client Service Associate

WHAT YOU’LL DO:
The Client Service Associate serves as a key partner to our Financial Advisors and is an important point of contact for our members. You’ll play an essential role in delivering a smooth, accurate, and responsive client experience by supporting account setup, maintenance, and day-to-day service needs, with routine communication conducted via email and phone.

This role is ideal for someone who enjoys balancing detailed administrative work with meaningful client interaction. The ability to stay organized, anticipate needs, and follow through with care will help ensure both members and advisors feel fully supported.

WHAT YOU’LL BRING:
Availability to work 40 hours per week Monday through Friday between the hours of 8:00am – 6:00pm at our Golden Valley Branch; non-exempt.

In addition:

• Bachelor’s Degree, preferably in Business, Economics, Marketing or Insurance, or equivalent work experience.
• 1+ years of administrative and/or financial experience.
• Previous experience and working knowledge of both brokerage and insurance products, terms, functions, suitability and compliance aspects, preferred.
• NASD Series 6 or 7 along with Series 66 registrations preferred but not required. Licensing may be obtained after hire, with eligibility for increased base pay and incentive compensation upon completion.
• State life insurance, disability and variable licenses preferred but not required. Licensing may be obtained after hire, with eligibility for increased base pay and incentive compensation upon completion.
• Experience in computer systems including MS Office, Internal and email equivalents.
• Good verbal and written communication skills – must be able to present self professionally in person and over the telephone.
• Excellent customer service skills.
• Ability to perform multiple tasks while maintaining good organizational skills.
• Ability to work under pressure and within timeframes.
• Ability to be self-motivated and perform tasks with minimal supervision.
• Compliance with the Bank Secrecy Act and all its provisions.
• Ability to pass a pre-employment drug test and various background checks.
• Regular and reliable attendance at the workplace.

WHAT WE OFFER:
The hiring range for this position is $19.50 to $29.50 per hour, depending on experience and licensure status. In addition to the base pay, licensed associates can reasonably earn up to $15,000 annually in incentives; non-licensed associates qualify for an alternate incentive plan.
In addition, we offer:

• Competitive pay and incentive programs for all positions.
• Health insurance with the ability to choose which plan option is best for you – a Traditional Health Plan or Health Savings Plan.
• Affordable dental and vision insurance coverage.
• Earn 22 days of paid time off annually for full-time employees with an equivalent accrual for part-time employees – and, the longer your tenure, the more PTO you’ll have to enjoy.
• 10+ paid holidays each year.
• Up to 16 hours of paid time annually to volunteer for organizations you are passionate about.
• 401(k) with 50% employer match on the first 6% you contribute – plus, after one year of service, an additional 3% safe harbor employer contribution that is immediately 100% vested regardless if you are contributing or not.
• Eligibility for profit sharing opportunities in the form of a contribution to your 401(k) account.
• Employer-paid Short Term and Long Term Disability benefits.
• Employer-provided life insurance up to 2.5x your base salary with the option to purchase additional coverage for yourself, spouse and eligible dependents.
• Reimbursement for higher education expenses of up to $5,250 per calendar year (including tuition, books and activity fees).
• Career development opportunities – including our STEP job shadow program, TruStone Academy certification courses, Mentorship Program and more.
• Special employee discounts when you join TruStone Financial as a credit union member.
• Employee activities, events, discounts, and many other great benefits and perks!

WHO WE ARE:
TruStone Financial is a member-owned credit union offering comprehensive, straightforward, and competitive financial solutions designed to support our members’ financial health. Established in 1939 by a group of teachers, TruStone Financial has grown into Minnesota’s second-largest credit union. With over 550 dedicated employees, we serve more than 200,000 members across 23 branches in Minnesota and Wisconsin. Our vision is to deliver exceptional financial experiences, and to achieve this, we need exceptional people! Join our expanding team and help us fulfill our mission to engage, educate, and inspire members toward lifelong financial well-being.

TruStone Financial Credit Union is an Affirmative Action and Equal Opportunity Employer of Protected Veterans, Individuals with Disabilities and all Protected Classes.