Position Summary
Synergy Wealth Partners is seeking a Client Service Specialist to join our growing team in Minnetonka, Minnesota. This individual plays a critical role in delivering an exceptional client experience while supporting our financial advisors and operational processes.
As a primary point of contact for clients, you will ensure service requests are handled efficiently, accurately, and professionally. This position is ideal for a highly organized, detail-oriented, and client-focused professional who thrives in a fast-paced, team-oriented environment.
Important: This is a full-time, in-office role. Remote or hybrid arrangements are not available due to the collaborative and client-facing nature of the position.
Key Responsibilities Client Service & Relationship Management (75%)
- Deliver a high-touch, concierge-level client experience
- Serve as a primary contact for client inquiries and service requests
- Prepare meeting agendas, documentation, and account forms
- Conduct follow-ups to ensure completion of client requests
- Maintain accurate client records within CRM systems
- Assist with account servicing in accordance with firm policies and regulations
- Support advisors with administrative and client service tasks
- Identify opportunities to enhance the client experience
Operations & Business Management (25%)
- Support daily operations and workflow management
- Assist with task tracking and operational processes
- Troubleshoot basic technology and administrative issues
- Support compliance, documentation, and recordkeeping requirements
- Contribute to process improvements and efficiency initiatives
- Collaborate on team and firm-wide projects
QualificationsExperience
- 2+ years in client service, administrative, or operations roles (financial services preferred)
- Experience supporting financial advisors, RIAs, or wealth management teams strongly preferred
Education
- Associate’s or Bachelor’s degree preferred (or equivalent experience)
Licensing
- Series 7 and 66 preferred
- Willingness to obtain licenses within 18 months required
Technical Skills
- Microsoft Office (Outlook, Word, Excel, Teams)
- CRM and financial systems experience preferred
- Ability to quickly learn new tools and platforms
Core Competencies
- Client Focus: Professional, responsive, detail-oriented
- Communication: Clear, polished verbal and written skills
- Organization: Strong multitasking and execution ability
- Teamwork: Collaborative, positive, and supportive mindset
- Initiative: Proactive problem-solver with strong accountability
Compensation & Benefits
Compensation: Competitive and based on experience, education, and licensing
Benefits include:
- Health, Dental, and Vision Insurance
- Life and Disability Insurance
- Flexible Spending Account (FSA)
- 401(k) Retirement Plan
- Paid Time Off (PTO)
- Performance-Based Bonuses
- Professional Development & Licensing Support
About Synergy Wealth Partners
Synergy Wealth Partners is an award-winning wealth management firm dedicated to enhancing lives through thoughtful financial planning, personalized advice, and exceptional service. We serve individuals, families, and business owners with a collaborative and disciplined approach.
Our Mission
To enhance lives through thoughtful, personalized planning and exceptional service.
Our Core Values
- Integrity
- Innovation
- Trustworthiness
- Excellence
- Responsibility
- Personalization
Why Join Us?
This is an excellent opportunity for a client-focused professional seeking a long-term career with a growing, collaborative, and highly respected wealth management firm.
Apply Today
If you are passionate about client service, thrive in a fast-paced environment, and want to be part of a high-performing team—we’d love to hear from you.
Pay: $55,000.00 - $80,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Experience:
- Financial services: 2 years (Required)
Work Location: In person
