Client Service Associate
Minneapolis, MN 
Posted 13 months ago
Position No Longer Available
Position No Longer Available
Job Description
Job Description

Who we are: a mid-sized local, independent wealth management organization in the first-ring suburbs of Minneapolis. After a 90 day introduction period, this position will be eligable for consideration in a hybrid work model.

The Job: Client Service Associate

We are seeking a quick learner with a high level of curiosity and a desire to contribute to a growing team. The ideal candidate has exceptional attention to detail, values a team-based collaborative working environment and culture, and is committed to building a long-term successful career within an independent advisory firm. This is a highly valued back-office position that is not client facing. It's the ideal role for a numbers-oriented, detailed individual who loves supporting others behind the scenes. *this is not a growth path towards being a Financial Advisor. Ideally, this is a long-term role supporting Wealth Management Advisors with transactions.*

Primary Responsibilities

  • Lead coordination and processing of new accounts, distributions, general maintenance, and movement of cash and assets
  • Utilize CRM system for daily tasks, tracking and documentation of client data, and internal updates to current assigned work.
  • Respond to daily communications from clients regarding account maintenance and other intra-day account servicing responsibilities
  • Collaborate with Wealth Managers regarding account questions, service requests and all other matters
  • Manage private investment enrollment with clients and investment companies including required client information, paperwork, and timeline for capital commitments
  • Provide back-up and support to other Client Service team members, delegating work when necessary
  • Participate in special projects or assignments as needed working with partners to solve complex issues that may arise.
  • Work with client teams to facilitate the onboarding process for new clients

Required Knowledge, Skills and Abilities

  • Exceptional oral, written, and interpersonal communication skills
  • Strong proficiency in math and ability to work with financial data
  • Confidence to execute a financial transaction (ex: wiring money)
  • Excellent organizational and time management skills
  • Proficiency in prioritizing multiple tasks at one time
  • Resourcefulness and ability to independently resolve questions and issues
  • Pleasant, professional, and positive demeanor
  • Flexibility and adaptability in an environment of complexity and change
  • Unwavering ethics and commitment to "doing the right thing"

Education and Experience

  • High school diploma or GED required, associates or bachelor's degree preferred
  • 2+ years of professional experience
  • Proficient in Microsoft Office, including Word, Excel, Outlook and PowerPoint
  • Motivated, team-oriented and committed to providing a superior level of client service
  • Self-disciplined with commitment to quality, attention to detail and accuracy

Job #5207JV - This job is direct hire



Position No Longer Available
Job Summary
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
High School or Equivalent
Required Experience
2+ years
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