Client Service Associate
We’re looking for a curious, fast‑learning Client Service Associate who enjoys being part of a collaborative team and is excited to grow within an independent advisory firm. If you thrive in a detail‑oriented role, value strong relationships, and want to build a long‑term career, we’d love to meet you.
What You’ll Do
- Lead the setup and maintenance of client accounts, including new accounts, distributions, and transfers
- Partner closely with the team to deliver exceptional service to clients and prospects
- Build trusted relationships through timely, accurate work and clear communication
- Use our CRM to manage tasks, track client information, and keep the team informed
- Respond to daily client requests and ensure smooth account servicing
- Collaborate with Wealth Managers on questions, service needs, and ongoing client support
- Coordinate private investment enrollment, paperwork, and timelines
- Support and back up teammates as needed
- Assist with special projects and help solve unique challenges as they arise
- Help guide new clients through a seamless onboarding experience
What You Bring
- Strong communication skills—written, verbal, and interpersonal
- Excellent organization and time‑management abilities
- Comfort juggling multiple priorities
- Resourcefulness and confidence in resolving questions independently
- A positive, professional, team‑oriented attitude
- Flexibility in a dynamic environment
- A strong ethical mindset and commitment to doing what’s right
Qualifications
- High school diploma or GED required; associate or bachelor’s degree preferred
- 2+ years of professional experience
- Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint)
- High attention to detail, accuracy, and quality
- Motivation to provide outstanding client service and contribute to a supportive team culture
This is a hybrid position in the southwest metro of Minneapolis, MN requiring successful background and credit check for employment.
Job Type: Full-time
Pay: $55,000.00 - $85,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Parental leave
- Vision insurance
Education:
Experience:
- Microsoft Office: 2 years (Preferred)
Work Location: Hybrid remote in Edina, MN
