Why PrairieView

We were founded with the idea of giving everyone a comprehensive and integrated wealth planning experience similar to how the very wealthy rely upon their assorted financial, investment, tax and legal advisors.

Careers at PrairieView

 

PrairieView Partners was established to fulfill a purpose that was not, in our view, being adequately met in the marketplace. Individuals with net worth’s between $1 million and $20 million, our target market, have a multitude of needs related to investing, retirement planning, estate planning, taxation, education planning, charitable giving, and risk management. While there are many qualified professionals able to give expert guidance in one or two of these areas, what is too often lacking is coordination.

Providing highly personalized, unbiased, advice truly integrated across multiple disciplines is at the core of PrairieView Partner’s business philosophy. The goal is to serve as the central point of communication for our clients—to thoroughly understand their situation and objectives and to make sure their investment, retirement planning, estate planning, tax, insurance, and other financial needs are being appropriately met.

Our team of professionals is key to our success and maintaining our high client-retention rate. It is the mission of our firm to grow and develop highly motivated and competent staff by providing professionals the opportunity for growth and accomplishment, financial participation in firm success and an environment fostering team camaraderie and personal improvement. We have established career paths at all levels of our firm to provide unlimited opportunities for all members of the PrairieView team. Please send all inquiries to careers@prairieviewpartners.com

Client Services Coordinator

PrairieView Partners is a comprehensive, fee-only financial planning and investment firm located in downtown St. Paul.  Our team is committed to providing clients a comprehensive and integrated wealth planning experience with top-notch customer service.   We seek a Client Service Coordinator to assist with a variety of administrative and client-facing duties.

Are you looking for a challenging and rewarding position in a positive, supportive team environment?  Do you have top skills with a variety of software including Word, Excel and Outlook along with a drive for accuracy and exceptional customer service?  If you have an administrative background and seek a small and thriving team, we hope to hear from you!

Client Services Coordinator duties include:

– Schedule client meetings and send appointment reminders

– Answer phones and greet clients, maintaining a welcoming and professional atmosphere

– Ensure an outstanding, high touch client service experience

– Complete client transaction requests, tracking items to insure accurate resolution

– Review and confirm daily reporting numbers and daily alerts

– Assist with meeting preparation

– Serve as a liaison with Charles Schwab, Fidelity and TD Ameritrade

– Solve problems and provide accurate and timely follow up

– Update and ensure data accuracy in client database/CRM

– Review procedures and software capabilities and provide input and ideas on best use and practice of office systems

– Office duties such as ordering supplies, maintaining office and staff kitchen areas

Qualifications:

Qualified candidates will have a related degree and 3 to 10+ years of administrative / customer service experience, preferably in a Financial Services environment. Our professional, client-focused environment requires top-notch verbal and written communication skills along with high accuracy and a team-player personality.  Database/CRM and MS Office (Word, Excel, Outlook) skills, required.  Experience and interest in process improvement desired.

Apply:

Affiliated with the established accounting firm Irwin Schaffer, PrairieView Partners offers a stable work environment, a highly competitive compensation plan, full benefits, and continuing education opportunities to assist with career growth.  Interested applicants please forward your resume to our hiring resource, Red Seat.  Red Seat is not a recruiter or employment agency but a contract HR company assisting us in the hiring process. Forward resumes to: prairie@redseat.comFor more info, call Red Seat direct at (612)-405-2574.  We will confirm receipt of your resume within two business days.