456 Client Services jobs in White Bear Township

Beacon Hill's well-established professional services firm in Edina, MN is seeking a client services coordinator to join their team. This role is ideal for someone with front desk, office, or administrative support experience who enjoys working in a fast-paced, client-focused environment. The role requires excellent communication skills, strong attention to detail, and the ability to handle sensitive conversations with empathy and professionalism.

Key responsibilities include:

• Acting as the first point of contact for incoming calls from potential new clients; listen empathetically, provide relevant information, and manage call flow efficiently.
• Providing administrative support to 5-7 professionals within the department, including coordination with a paralegal and assistant.
• Completing intake forms and scheduling initial consultations; assisting with calendar management and appointment setting.
• Welcoming and assisting clients upon arrival; maintaining a professional front office presence.
• Organizing and maintaining electronic and physical filing systems; opening and closing client files as needed.
• Performing general office duties: scanning documents, opening and sorting mail, drafting and sending client letters.
• Assisting with time entry, document preparation, and assembling materials for meetings or trial binders.

Preferred qualifications include:

• Previous experience in office administration, front desk reception, or client services.
• Excellent communication and interpersonal skills; ability to handle sensitive matters with discretion.
• Strong organizational skills with the ability to manage multiple priorities.
• Proficiency in Microsoft Office and comfort working with databases or document management systems.
• A bachelor's or associate's degree.

This is a great opportunity for an experienced administrative professional seeking a stable, growth-oriented position with a highly respected firm. Apply today to be considered! Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply. California residents: qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Company profile: Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries.

Benefits information: Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.

Job DescriptionThis person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client relationships, schedule appointments, and communicate with clients and financial companies. This role can also be the first step of the career pathing program to future opportunities that require industry experience and licenses (Insurance, FINRA Series 7, & 66 or 63/65 combo).What You Will Do: Act as a liaison between the registered representatives and their clients. Answer phones, schedule appointments, and prepare materials for client meetings. Aid registered representatives in preparing client illustrations, graphs, charts, reports, etc. for registered representative presentations and appointment with clients. Prepare and complete client paperwork and follow up tasks to support registered representative. Spend time with clients on the phone, via virtual visits and in person to ensure client service level needs are met. Organize client events and follow up tasks. Maintain client records and retention management within corporate requirements. Conduct proactive outreach to clients and registered representatives on time sensitive activities (e.g., RMDs, Client's Quarterly/Annual Reviews). Assume ownership of inquiries and requests; communicate with internal Cetera departments to ensure clients' expectations for timely service delivery are met. Educate clients on account services, capabilities, and new technology. Complete required corporate training on new technologies and follow implementation guidelines. Maintain compliance guidelines, client communication notes in AdviceWorks/SmartWorks and Redtail while following Cetera standards in a timely manner. Work with Advisor(s) through weekly meetings to help maintain Advisors Business Plan process, tasks, marketing, and client communication expectations and follow up processes.What You Will Have: High School Diploma or GED Experience in an administrative or customer service role Strong time management skills Excellent written and verbal communication skills Proficient in Microsoft Office tools (Word, Excel & PowerPoint) and ability to learn new programsWhat is Nice to Have: Previous experience in assisting Registered Representatives/Financial Advisors Financial services and/or banking background Bachelor's degree in Finance, Business, Marketing, or Communications Attention to detail, excellent organization skills, ability to multi-task and produce timely results in a fast-paced work environment Able to manage own workflow and priorities, and can accommodate unexpected requests or needs from Advisors About UsWhat we give you in return:Not many teams can say that they support people's dreams coming to life. We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including: Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship. Easy access to mental health benefits to meet our team members and their families where they are. 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities. 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years. Paid parental leave to support all team members with birth, adoption, and foster. Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more. Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.About Cetera Financial Group:Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology."Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions,and Cetera Financial Specialists.Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.Agencies please note: this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.

Title: Project Coordinator (Part Time approximately 25-30 hours per week)

Compensation: $22-$28 per hour

Location: Hopkins, MN (Onsite)

About The Job:

Lakeside HR Group has been engaged by our client to recruit for a Client Services Project Coordinator to join their team. Our client is a small, people-focused company known for creating products that help foster engagement, build trust, and drive retention among employees and clients. Their team-oriented culture and fast-paced environment make this a great fit for someone who enjoys meaningful, high-impact work with a close-knit group.

This is a part-time, onsite role (approximately 25-30 hours per week) ideal for someone who thrives on managing details, supporting creative initiatives, and contributing to a mission-driven business. The ideal candidate is tech-savvy, highly organized, and comfortable juggling multiple projects with confidence and professionalism.

Key Responsibilities:

• Manage and coordinate client projects, including communication with stakeholders, milestone tracking, product purchasing, and shipping processes
• Research and source products for inclusion in client proposals and support program implementation
• Provide thoughtful client engagement, including phone and in-person interactions
• Use project management tools and proprietary systems to ensure timely and accurate execution
• Perform administrative tasks and proactively resolve issues as they arise
• Support office operations and help maintain an efficient, welcoming environment

Required Skills:

• Tech-savvy and comfortable using Apple computers
• Proficient in Microsoft 365 (Word & Excel), Google Suite, QuickBooks, Canva, and email tools
• Excellent communication skillsboth written and verbal
• Strong organizational skills with the ability to multitask and prioritize
• Problem-solving mindset with a hands-on, process-oriented approach
• High attention to detail and accountability
• Willingness to handle light physical tasks (e.g., carrying packages, using stairs/ladders)

Benefits:

• Flexible, part-time schedule
• Close-knit, collaborative team culture
• Opportunity to make a direct impact on high-visibility projects
• Exposure to creative branding, recognition, and engagement strategies

About Lakeside HR Group:

At Lakeside HR Group, we understand that finding the right job is essential for your career success. We are a boutique-style human resources consulting and recruiting firm dedicated to providing personalized, tailored solutions. When you partner with us, you are not just getting a recruiter; you are getting the entire Lakeside team working together to support your career goals.

Partner with us at Lakeside HR Group, where we are more than just a recruiting firm; we are your partners in achieving your career aspirations.

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you are starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.

EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements while demonstrating proficiency in reviewing complex returns, managing staff and conducting research. Furthermore, the ideal candidate will possess strong leadership skills and the aptitude to foster professional growth among our staff. This position offers flexibility in terms of office location, as EisnerAmper follows a hybrid working model and has offices available in the locations listed below.

• You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry

• You will have the flexibility to manage your days in support of our commitment to work/life balance

• You will join a culture that has received multiple top "Places to Work" awards

  • We believe that great work is accomplished when cultures, ideas and experiences come together to create innovative solutions

  • We understand that embracing our differences is what unites us as a team and strengthens our foundation

  • Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work

• Responsible for training, supervising and ongoing development of associates and seniors.

• Prepare and review tax returns for individuals, partnerships, corporations, and other entities, ensuring accuracy and compliance with applicable tax laws and regulations.

• Build impactful relationships with clients and maintain relationships with firm leadership.

• Cultivate expertise in and impart specialized knowledge congruent with firm niches, initiatives and needs.

• Take responsibility for accurate time and billing for self and team.

• Develop a working knowledge of the client's business, take responsibility for completing assigned tasks, and meet client deadlines.

• Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities.

• Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements.

• Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services.

• Hold self and direct reports responsible for achieving developmental goals

• Mentor and coach junior team members.

• Professional Development: Participate in training programs and professional development activities to enhance technical knowledge and develop industry-specific expertise.

• Bachelor's Degree in Accounting or equivalent field is required

• 4+ years of tax compliance and/or tax consulting experience in public accounting or public/Coporate mix

• CPA or IRS Enrolled Agent Certification required

• Master's Degree in Taxation or relevant field

• Experience using GoSystems or CCH Axcess tax software

EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status orany protected characteristics under federal, state, or local law

The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork, creativity, and a genuine care for each other, we not only solve our clients' problems, but offer proactive solutions for the future.

As one of the largest and fastest-growing service lines at our firm, we try to make a big group feel smaller. We're known for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover what you're passionate about, but pursue it.

Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this, it's important that we can think like entrepreneurs ourselves to gain a true awareness of our clients and their businesses, along with their unique operational and personal dynamics.

EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.

For Minnesota candidates, the expected salary range for this position is between $80,000 and $140,000. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.

Should you need any accommodations to complete this application please email:

#LI - Hybrid

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