Wealth Management Client Service Associate

An independent wealth management firm is seeking a Wealth Management Client Service Associate to support its Advisors and clients with account administration, client onboarding, service requests, and day-to-day operational needs.

Responsibilities

• Support Financial Advisors with daily client service and account administration.
• Open and maintain brokerage, advisory, retirement, and trust accounts.
• Process account transfers, distributions, deposits, money movement, and beneficiary changes.
• Collect, review, and submit required client documentation.
• Assist with client onboarding and account-opening paperwork.
• Prepare meeting materials, reports, and investment-review packages.
• Communicate with clients regarding routine account needs and outstanding documentation.
• Coordinate with custodians and internal partners to resolve account issues.
• Maintain accurate client records in CRM and portfolio-management systems.
• Track open service requests through completion.

Requirements

• 2+ years of direct wealth management experience.
• Experience supporting Financial Advisors, Wealth Advisors, or Private Wealth teams.
• Experience must come from an RIA, broker-dealer, private wealth firm, investment advisory firm, or wealth management division of a bank.
• Hands-on experience with account opening and maintenance, account transfers, distributions, money movement, beneficiary updates, and client documentation.
• Willing and able to work 100% in-office in Bloomington, Minnesota.
• Able to obtain the FINRA Series 7 and Series 66 within nine months of hire.

Pay

$60,000–$65,000 annually

Schedule

Full-time, 100% in-office