Top 8 Registered client associate Jobs in Minneapolis Mn

Registered Client Associate
Green Wealth Management Group —Edina, MN
- From $60,000 a year
- Full-time
- Background check
- Mid-level
- Project management
- Health insurance
- 401(k)
Quick Apply
ASSOCIATE, PRIVATE WEALTH CLIENT SERVICES
CCM ADMINISTRATIVE SERVICES LLC —Minnetonka, MN
- $75,000 - $100,000 a year
- Mid-level
- Office
- Finance
- Health savings account
- Disability insurance
Quick Apply
Registered & Non-Registered Client Associate
Goff Investment Group —Edina, MN
- $35,000 - $72,000 a year
- Part-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
Quick Apply
11d
Paraplanning Associate
Northwestern Mutual —Minneapolis, MN
- Full-time
- Mid-level
- Office
- Bachelor's degree
Quick Apply
Senior Associate - Wealth Planning Specialist
ASPIRIANT LLC —Minnetonka, MN
- $85,000 - $110,000 a year
- Full-time
- Hybrid work
- Office
- 3 years
- Finance
- Health insurance
- 401(k) matching
Quick Apply
Senior Investment Associate (Edina)
Royal Bank of Canada —Minneapolis, MN
- $50,000 - $80,000 a year
- Full-time
- 5 years
- Computer literacy
- Research
- Disability insurance
- Health insurance
Wealth Manager
CX Institutional LLC —Bloomington, MN
- Weekends as needed
- CPA
- Mid-level
- Office
Quick Apply
Associate - Upper Midwest Advisor Group - NPA
Thrivent —Minneapolis, MN
- Research
- Mid-level
- Administrative experience
Quick Apply

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6d
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Financial Advisor - PNC Wealth Management
PNC Financial Services Group —Dublin, OH
In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
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Associate - South Central Advisor Group
Thrivent —Columbus, OH
Associates can be fully licensed, securities licensed, or insurance licensed. The sponsoring financial advisor helps our members analyze their current situation…
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registered client associate jobs near minneapolis mn

Registered Client Associate

Green Wealth Management Group
Edina, MN

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Job Details

Full-time
From $60,000 a year

Benefits

Health insurance
401(k)
Paid time off

Qualifications

Customer communication
Teamwork
Records management
Bachelor's degree
Attention to detail
Client services
Account management

Full Job Description

Job Summary

We are seeking a dynamic and detail-oriented Registered Client Associate to join our team and support our client service operations. In this role, you will serve as a vital link between clients and the firm, ensuring exceptional customer service while managing client accounts with precision. Your proactive approach, combined with strong communication skills and technical proficiency, will help foster lasting relationships and drive client satisfaction. This position offers an exciting opportunity to work in a fast-paced environment where your organizational skills and client-focused mindset will make a meaningful impact.

Responsibilities

Manage and maintain client accounts using customer relationship management (CRM) systems, including Salesforce and other order processing tools
Provide exceptional client service by addressing inquiries, resolving issues promptly, and offering tailored solutions
Collaborate across departments to ensure seamless internal communication and efficient account management processes
Support sales efforts by assisting with client onboarding, follow-up communications, and cross-functional collaboration
Utilize data-driven decision making to analyze client needs, identify opportunities for growth, and improve service delivery
Assist with order processing, documentation, and compliance activities to ensure accuracy and timeliness
Maintain detailed records of client interactions, updates, and account activities to support ongoing relationship management

Experience

Proven experience in client services or account management within a financial services
Strong proficiency with CRM systems such as Salesforce Cloud or similar platforms for managing customer data and interactions
Demonstrated project management skills with the ability to coordinate multiple tasks efficiently
Excellent communication skills for effective internal collaboration and client engagement
Familiarity with sales processes, order processing tools, and customer relationship management best practices
Ability to analyze data to inform decision making and enhance customer experiences
Prior experience working with cross-functional teams to deliver comprehensive client solutions

Join us in delivering outstanding service while leveraging your expertise in account management, CRM systems, and customer relationship building. This role is perfect for motivated professionals eager to grow their career in a vibrant environment that values proactive problem-solving, collaboration, and excellence in client care.

Pay: From $60,000.00 per year

Benefits:

401(k)
Health insurance
Paid time off

Education:

Bachelor's (Preferred)

License/Certification:

Series 7 (Preferred)
Series 66 (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

registered client associate jobs in minneapolis mn

Registered Client Associate

ASSOCIATE, PRIVATE WEALTH CLIENT SERVICES

Registered & Non-Registered Client Associate

Paraplanning Associate

Senior Associate - Wealth Planning Specialist

Senior Investment Associate (Edina)

Wealth Manager

Associate - Upper Midwest Advisor Group - NPA

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