Careers

SALES SUPPORT SPECIALIST 

SplitRock Financial Group is a firm specializing in holistic financial planning for individuals and businesses. Our goal is to provide the best possible team of trusted professionals.  Professionals who tailor specific strategies and solutions to fulfill our client's unique financial planning needs

Job Summary:
SplitRock Financial Group is looking for an experienced Sales Support Specialist to provide support and assistance to the advisors at the firm.  This position performs moderately complex client services tasks and is the first point of contact for all clients visiting our firm. This position will coordinate and be responsible for advisor support duties in our office, and ensure that the office operates efficiently and smoothly. 

Location:  Maple Grove

Start Date:  January 2022

Hours:  Full time, Monday-Friday, preferably 8:00am – 4:30pm CT, with flexibility

Responsibilities and Expectations:

  • Oversee the day-to-day activities of the office as the main point of contact by greeting guests, answering general phone calls, and supporting advisors
  • Assist investment advisors in providing the highest level of service, during all stages of the client relationship, by preparing advisors for meetings with appropriate forms, reports, data and research, new investment account paperwork and monitoring the transfer of assets
  • Schedule client meetings and respond to client questions and requests in a timely manner
  • Establish client files and maintain client data in CRM program
  • Assist with overall team workload, projects, and firm initiatives in a small office setting
  • Comply with all industry rules and regulation
  • Other duties as assigned

Required Knowledge, Skills, & Abilities:

  • Work independently as well as collaboratively within a team environment
  • Ability to quickly understand new concepts and learn new technology and systems
  • Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial future
  • Minimum 2+ years in customer service
  • Extremely detail-oriented and organized; ability to multi-task
  • Ability to exercise good judgment by recognizing urgency and setting priorities
  • Excellent verbal and written communication skills
  • Proficient with MS Office Suite
  • Bachelor's degree preferred
  • Must pass background check

Really Catch our Attention with the Following:

  • 2+ years of experience in financial services industry
  • Knowledge on use of CRM system - Redtail
  • Minnesota Life and Health insurance license
  • Series 6 licensed 

Benefits

  • Competitive pay
  • Retirement Plan
  • Paid time off, including vacation and holidays

​To Apply:

  • Please email your resume and cover letter to Paul Klosterman at paulk@splitrockfinancialgroup.com 

Disclaimer

SplitRock Financial Group is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics