Wealth Management Client Service Associate

An established independent wealth-management firm is seeking a Wealth Management Client Service Associate to support its Advisors and provide responsive, high-quality service to clients. This is an excellent opportunity for someone with early wealth-management, brokerage, banking, or financial-services experience who wants to build a long-term career in private wealth management.

Responsibilities

• Support Advisors with daily client-service and account needs.
• Assist with opening and maintaining brokerage, advisory, retirement, and trust accounts.
• Process transfers, distributions, money movement, beneficiary changes, and related documentation.
• Prepare client-meeting materials, reports, and follow-up items.
• Coordinate with internal teams and custodial partners to resolve client requests.
• Maintain accurate client information and track service items through completion.

Requirements

• Prior wealth-management, brokerage, banking, financial-services, or Advisor-support experience.
• Strong client-service and communication skills.
• Excellent attention to detail and organization.
• Ability to manage multiple requests while protecting client confidentiality.
• Interest in developing deeper investment and wealth-management knowledge.
• Ability to work onsite in the Minneapolis–Bloomington area.

Preferred Qualifications

• Experience with brokerage or advisory accounts.
• Exposure to account opening, transfers, or money movement.
• Securities licenses or interest in completing licensing.

Benefits

• Join an established independent wealth-management organization.
• Gain direct exposure to Advisors, clients, and comprehensive wealth services.
• Build valuable account-administration and investment-service experience.
• Opportunity to grow professionally as experience and licensing increase.

Pay

$65,000–$80,000 + Benefits

Schedule

Onsite