Client Service Associate

CAISSA Wealth Service Associate

Caissa Wealth Strategies

Bloomington, MN

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.

The main responsibilities of a Wealth Service Associate would include (but are not limited to):

• Administrative use of our CRM, salesforce super user.

• Electronic files and office management

• Support the operations team

• Manage CRM organizational projects.

The Wealth Service Associate has the following knowledge and skill sets:

• Heavy CRM experience, preferably experience Salesforce CRM

• Shares in the CAISSA values and team culture and is driven to deliver excellence.

• Proficient in office suite (mainly word and excel).

• Ability to multi-task in a fast-paced environment and open to learning

• Excels with organizational tasks, lists, attention to detail and prompt attention to tasks.

• Energetic and works well with others

• Coming from a financial institute or wealth management organization is a plus.

Check out Carissa Wealth Strategies at: www.CaissaWealth.com

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