Client Service Specialist
Are you looking to advance your career and truly make a difference? Are you a service-oriented, proactive professional who thrives in a fast-paced team setting? Our established financial services firm, Secured Retirement, is seeking an “A” player, dependable and detail-driven Client Service Specialist (CSA) to join our growing team.
Our expectations are high, the compensation package is generous, our culture is best in class, and we take care of our employees and clients. You will have strong mentorship, tools, and training to help you succeed and grow.
As a Client Service Specialist, you will be the first line of support for our clients and a vital resource to our advisory team. You’ll manage the service experience end-to-end—from account maintenance and paperwork processing to relationship support and administrative assistance. This role is suited for a professional who values accuracy, initiative, and delivering exceptional client experiences in the financial planning space.

Key Skills

• Exceptional communication and interpersonal skills
• Highly organized with a process-oriented mindset
• Technologically adept with proficiency in Salesforce CRM and Microsoft Office
• Proactive, solutions-focused, and able to multitask effectively
• Positive and professional demeanor
• Collaborative and dependable team player

Key Responsibilities

• Serve as the primary point of contact for client inquiries, managing requests with professionalism and accuracy
• Process new business applications (annuities, life insurance, and financial products) and follow through with carriers and custodians
• Support advisors with meeting prep, reports, and follow-up communications
• Track and manage transactional service requests (contributions, RMDs, withdrawals, etc.)
• Maintain updated client records, account data, and service documentation in Salesforce CRM
• Coordinate internal workflows and ensure time-sensitive tasks are addressed promptly
• Assist with compliance documentation and custodial paperwork for new/existing accounts
• Prepare materials for strategy sessions and client reviews

Minimum Requirements

• 2+ years in a client-facing role in financial services
• Proficiency in Salesforce CRM and Microsoft Office
• Excellent communication, organizational, and multitasking abilities
• Strong attention to detail and accuracy in recordkeeping

Preferred Qualifications

• Series 66 or 65 license
• MN Life, Accident, and Health Insurance License
• Experience with ACATs and custodial transfer processes

Why You’ll Love It Here

• Competitive base salary
• 3+ weeks PTO + 10 NYSE holidays + bonus time off
• 401(k) with 3% match + profit sharing
• 75% employer-paid medical and dental premiums; 25% for dependents
• Company-paid life insurance and long-term disability
• Support for licensing, certification, and professional development
• Team lunches, off-site events, mentorship, and volunteer hours

Based in St. Louis Park, M

• Serve as the primary point of contact for client inquiries, managing requests with professionalism and accuracy
• Process new business applications (annuities, life insurance, and financial products) and follow through with carriers and custodians
• Support advisors with meeting prep, reports, and follow-up communications
• Track and manage transactional service requests (contributions, RMDs, withdrawals, etc.)
• Maintain updated client records, account data, and service documentation in Salesforce CRM
• Coordinate internal workflows and ensure time-sensitive tasks are addressed promptly
• Assist with compliance documentation and custodial paperwork for new/existing accounts
• Prepare materials for strategy sessions and client review