Our Client Service team, currently comprised of over a dozen wildly talented humans across every NorthRock office location, is primarily responsible for delivering the Personal Office experience to our incredible clients and their family members, day in and day out. Directly supporting Advisors and working in partnership with other Client Service Associates, the selected candidate will develop deep and authentic client relationships. Associate will be responsible for providing ongoing and responsive communication to clients while delivering on superior high-touch service requests made by our clients.
This high-performing team consists of individuals who apply in-depth technical knowledge to executive financial planning and lifestyle concierge requests and drive innovation in service offerings. They partner with every department across the firm to drive scale, execute on client requests, and ignite client service integration across all parts of the organization. Associate will be responsible for facilitating all tasks in a manner consistent with firm standards and developing an excellent working relationship with Advise Teams as a trusted point of problem resolution.
This role is uniquely positioned to impact both our exceptional client list and colleagues. The best Associates develop profound client relationships, become experts at providing support whenever and wherever clients need it, and drive synchronization among technical experts across NorthRock.
WHAT YOU LOVE TO DO
WHO YOU ARE
WHAT YOU’LL DO ONCE HERE
RELEVANT EXPERIENCE AND MINDSET
Please visit our Careers Page for benefit information.
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