{"id":4220559,"url":"https://alion.io/job/billgoodmarketing-client-service-associate-7","title":"Client Service Associate","company":{"id":5709,"name":"Billgoodmarketing","domain":"billgoodmarketing.com","url":"https://alion.io/company/billgoodmarketing","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workable","truth_index":null},"role":"Customer Success","role_family":"Customer Success","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Bloomington, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-11-13T04:38:19Z","employer_posted_date":"2026-11-13","last_verified_at":"2026-11-13T23:24:09Z","board_verified":true,"closed_at":null,"days_open":0,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":0},"description":"Who We Are\nAt Hance Financial, we are not just about growth; we're about fostering deep, lasting relationships with our clients and our community. Embedded in the heart of Bloomington, just outside Minneapolis, our culture is a reflection of the Minnesota spirit, and focuses on creating enduring connections and guiding our clients toward financial freedom.\nWe stand as a flourishing, independent advisory firm. We're not just about reaching financial goals; we're about partnering with our clients through every life phase, offering customized, collaborative, and comprehensive financial planning.\nThe Role\nWe are seeking a Client Service Associate (CSA) who will play a critical role in ensuring smooth and seamless client interactions. This position is client-facing, requiring a strong mix of administrative, organizational, and relationship management skills. The CSA will be the go-to person for client requests, account administration, and operational support, ensuring clients receive the high level of service they expect from Hance Financial.\nKey Responsibilities\nClient Relations & Support\nServe as the first point of contact for client questions and concerns.\nProvide a red carpet welcome for clients, ensuring they feel valued.\nBuild strong rapport with long-term clients and handle requests with patience.\nAdministrative & Account Processing\nProcess and manage all client paperwork, ensuring accuracy and efficiency.\nOpen new accounts and ensure risk profiles and agreements are properly documented.\nOffice & Scheduling Management\nMaintain organization and efficiency in office operations.\nEnsure advisors' time is maximized by handling client issues before they reach the advisor.\nAssist in keeping track of action items and client follow-ups.\nRequirements\nWho You Are\nClient-Centric & Detail-Oriented: You prioritize client satisfaction and handle all interactions with professionalism and care.\nOrganized & Proactive: You thrive in a fast-paced environment and can manage multiple tasks efficiently.\nStrong Communicator: You have excellent verbal and written communication skills, ensuring clarity in client interactions.\nTech-Savvy: Comfortable using CRM systems, Microsoft Office, and financial planning software.\nAdaptable & Solutions-Oriented: You can problem-solve quickly and anticipate client needs before they arise.\nPreferred Qualifications\n1+ years of experience in financial services or client relationship management.\nFamiliarity with financial advisory operations, account processing, and CRM systems.\nExperience with Redtail CRM, Orion, or similar financial planning software (preferred but not required).\nStrong ability to work both independently and collaboratively in a professional office environment.\nBenefits\nWork Culture at Hance Financial\nWe are a collaborative and client-focused firm that values long-term relationships and a high standard of service. Our culture is supportive, engaging, and fun, with plenty of opportunities for growth and professional development.\nSchedule & Compensation\nHours: Monday - Friday, 8:00 AM - 5:00 PM (No travel required).\nSalary: $60,000 - $72,000, depending on experience.\nBenefits:\n401(k) with employer matching\nEmployer-sponsored health benefits\nPaid time off (PTO)\nCovered parking for Minnesota winters\nOnsite gym facilities\nOnsite pickleball court\nCompany-sponsored lunches\nBonus opportunities\nJoin us and grow not only in your career but also in your ability to make meaningful connections with our clients. We're excited to support your journey with comprehensive training and a supportive team environment.\nBe a part of our wealth-building journey in Bloomington and make a difference in our clients' lives at Hance Financial. Apply today!","description_format":"text","description_chars":3723,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Professional development"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Lead Generation","Digital Marketing"],"lifecycle":[{"event":"open","at":"2026-11-13T04:38:19Z"}],"visa":[{"country":"US","licensed_sponsor":true,"adverts_offering_sponsorship_24m":0,"sanctioned_now":false,"evidence":"H-1B filings in 12 months: 1","filings_12m":1,"filings_prev_12m":0,"green_card_filings_12m":0,"median_offered_wage_usd":67500,"route":null,"cap_exempt":false,"checked_at":"2026-11-12T07:36:15+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)"],"filings_for_role_12m":0}],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":0,"expected_fill_days":68,"reasons":["conf:2","win:early"],"computed_at":"2026-11-14T01:36:10Z"},"pay":null,"html_url":"https://alion.io/job/billgoodmarketing-client-service-associate-7","json_url":"https://alion.io/job/billgoodmarketing-client-service-associate-7.json","meta":{"generated_at":"2026-11-14T01:36:10Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":1434,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-15T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":5709},"rest":"https://alion.io/mcp/rest/get_company?id=5709"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fbillgoodmarketing-client-service-associate-7"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"free","price":{"credits":0,"usd":0},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fbillgoodmarketing-client-service-associate-7"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fbillgoodmarketing-client-service-associate-7"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/billgoodmarketing-client-service-associate-7\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fbillgoodmarketing-client-service-associate-7"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":4220559}},{"tool":"search_jobs","arguments":{"company":"billgoodmarketing.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":4220559},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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