Client Service Associate with Alpha and Omega Wealth Strategies
Golden Valley, MN
About the Role
We are seeking a highly organized and personable Client Service Associate to support our advisors and deliver an exceptional client experience. This role plays a key part in ensuring seamless communication, efficient onboarding, and ongoing support throughout the financial planning process.
What You’ll Do
- Participate in client meetings (in person and virtual), capturing detailed notes and managing follow-up actions
- Support a smooth client onboarding experience through proactive communication and coordination with team members
- Assist advisors with client communications and relationship management
- Support insurance, investment, and planning onboarding and servicing processes
- Maintain accurate client records and contribute to improving internal processes
- Coordinate meeting scheduling and assist with calendar management
What We’re Looking For
- Bachelor’s degree
- Minnesota Life & Health Insurance license or ability to obtain within 30 days
- Securities licenses (SIE, Series 63, Series 7) or ability to obtain within 90 days of Life & Health.
- Interest in pursuing a CFP® or similar professional designation in the future
- Strong communication, organization, and problem-solving skills
- Detail-oriented with a commitment to accuracy and follow-through
- A positive, team-oriented attitude and strong sense of professionalism
What We Offer
- Competitive compensation
- 401(k) with company match
- Health insurance benefits
- Paid time off
- A collaborative, team-oriented work environment with opportunities for growth
Work Environment
This role is based in our Golden Valley office. After licensing is complete, there may be flexibility for a hybrid work arrangement.
Pay: $50,000.00 - $70,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: Hybrid remote in Minneapolis, MN 55416
