Client Service Associate

Who We Are

At 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.

We 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.

The Role

We 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.

Key Responsibilities

Client Relations & Support

●     Serve as the first point of contact for client questions and concerns.

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