Wealth Client Services Specialist - Trade & Funds Support
$28 - $35 per hourThrivent Financial
Thrivent Financial is seeking a Licensed Client Service Administrator in Minnetonka, MN. This full-time role focuses on supporting wealth advisors through client services, including handling trade orders and managing account information. Candidates should have securities registrations and strong organizational skills. Compensation ranges from $28-$35/hour. Benefits include PTO, health insurance, and a 401K plan. This position is key in delivering top-notch service to clients and maintaining efficient operations. #J-18808-Ljbffr Thrivent Financial
$28 - $35 per hour
Licensed Client Service Administrator page is loaded## Licensed Client... ...professionals to support the seven wealth advisors in the Crossroads... ...operations of the practice. Trading accounts, conducting money... ...requests for transfers of funds into and out of accounts* Track...SuggestedFull timeWork at officeMonday to Friday$30.77 - $45.67 per hour
Temporary Tax and Wealth Planning Client Service Specialist (Legal Administrative Assistant) Job Category : Legal Administrative Asst Requisition Number... ...CSS) is responsible for providing legal administrative support to a team of attorneys by performing complex, administrative...SuggestedHourly payFull timeContract workTemporary workWork experience placement- A leading financial advisory firm is searching for a Client Account Specialist who values professionalism and enjoys helping others. This full-time... ...role requires at least 2 years of experience in a personal wealth management context, communication proficiency, and a Series...SuggestedFull time
$45k - $83k
...Minneapolis, Minnesota, is seeking a candidate to assist Private Wealth Advisors and manage client relationships. The role involves preparing business... ..., conducting market research, and ensuring high-quality service standards. Ideal applicants have 3-5 years of relevant...Suggested$52.8k - $63k
Join to apply for the Client Services Specialist role at MEDITECH . This role focuses on supporting healthcare professionals with clinical and financial applications related to patient care and enterprise health records. As a member of our Client Services team, your responsibilities...SuggestedFull timeWork at officeRemote workVisa sponsorship- ...Client Services Representative, Core Tax Services The Client Services... ...performs administrative duties that support the tax department processes... ...to the ESOP is fully funded by BDO through investments in... ...employees the chance to grow their wealth over time as their shares...Full timeWork at office
$50k - $70k
...Client Service Specialist The Client Service Specialist (CSS) is a valued member of our team, dedicated... ...and administrative tasks to support the firm's smooth functioning. This position... ...account needs. Paraplanner: supports wealth managers in financial planning...Full timeWork at officeImmediate startFlexible hoursShift work- ...the most innovative and well-funded companies in the world, helping... .... Deeply embedded with clients (often acting as an extension... ...presentations, materials, updates) Support light social media and... ...in account management, client services, or project coordination (agency...
- ...an enthusiasm for helping our clients, taking care of our employees... ...extraordinary customer service while maintaining a strong commitment... ...Client Advisor in Chase Wealth Management, you will offer comprehensive... .... Your expertise will support a wide range of clients, from...
$85k - $100k
AdvisorSync Specialist (Client Service Administrator for AdvisorSync) Base pay range $85,000.00/yr - $... ...exceptional administrative and service support to our affiliating financial advisors.... ..., and client meetings on the Cetera Wealth Services (CWS) or AdvisorNet Wealth Partners...16 hoursFull timeTemporary workWork at officeImmediate startWork from home- Key Responsibilities Work in team to support and meet assigned territory goals. Proactively plan and anticipate customer needs and requirements... ...to completion by collaborating with Field Sales, Customer Service, Technical Service, Product Management, Operations, etc. when...Temporary workInternshipWork at officeFlexible hours
- Bio-Techne is seeking a Client Service Specialist in Minneapolis to achieve best-in-class customer experience for Cell and Gene Therapy accounts. The role involves supporting the Business Development team, preparing sales quotes, and maintaining relationships with customers...
$32.96 - $37 per hour
...member of the Lennar Customer Care Team, providing warranty and service support to homeowners through hands‑on evaluation and resolution of... ...investigation of potential warranty issues, and managing complex, multi‑trade cases that demand strong construction knowledge. Clear and...Hourly payLocal areaFlexible hours$17.31 - $36.04 per hour
...here as a Customer Account Specialist. Here’s what your day-to-... ...challenging yourself, and are supported with the potential for... ...Veteran Benefits Your Health, Wealth and Self Your total... ...years. Our global suite of services accelerates trade to seamlessly deliver the...Hourly payFull timeContract workTemporary workWork at officeRemote workWorldwideFlexible hours1 day per week$16.16 - $20.66 per hour
...Client Service Coordinator The Client Service Coordinator ("CSC") drives the flow of clients... ...productive and efficiently run hospital to support the needs of our wellness plan clients.... ...pay for medical expenses with pre-tax funds. Paid Parental Leave: We support growing...Hourly payMinimum wageFull timeTemporary workLocal areaFlexible hoursAfternoon shift- ...make you the right person for our Customer Service Associate II position. Join our team... ...your assigned store, from merchandising to supporting customers. While focusing on providing a... ...of rewards to support your health, wealth, and mental well-being. In addition to medical...Contract workPart timeLocal area
- ...Weu2019re seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer.... ...Perks and Benefits: We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy,...Contract workPart timeLocal area
$19 - $21 per hour
...Customer Service Specialist, Manufacturing Lunds & Byerlys Mitchell Road is currently hiring... ...and scholarships ~ Family assistance fund ~10% employee and family discount ~... ...questions and concerns, and providing support to customers Invoicing duties as needed...Full timeCurrently hiring- ...needs evolve. Position Title: Customer Service Representative - (NOT REMOTE, NOT HYBRID)... ...to EPCO customers and agents. This role supports sales operations by entering orders, providing... ...in sales training, seminars, and trade shows as assigned. Additional responsibilities...Full timeContract workFor contractorsCasual workWork at officeShift work
- ...Fulfilment department, the Customer Support & Order Fulfilment Specialist plays a crucial role in ensuring delivery... ...remain on delivering exceptional service to our values. Job Description... ...Logistics, Administrative, Credit and Trade Compliance department to support smooth...Work experience placementLocal areaShift workDay shift
- Miga Solutions, located in Plymouth, MN, is looking for a Sales and Client Services Coordinator to support their Client Experience Team. The ideal candidate will assist in preparing sales quotes, manage client deliverables, and interact directly with hospital clients....Work at office
$70k - $142k
...Husch Blackwell LLP is a full-service litigation and business law... ...across the United States, serving clients with domestic and... ...for a Senior Client Delivery Specialist role. This is a continuous job... ...other duties as assigned to support the efficiency and success of...Full timeTemporary workWork at officeFlexible hours- ...individual in Minneapolis, MN to contribute to the renewal process and support business activities. The ideal candidate will have a high... ...in Microsoft Office. Responsibilities include nurturing client relationships, supporting RFP processes, and dedicated teamwork...Work at officeFlexible hours
- Yourcaptive is seeking a Client Service Specialist in Minneapolis, MN to join our Property Casualty team. This role requires a high school diploma... ...including paid parental leave, continuing education support, 401k profit sharing, and generous time off. Join us to empower...
- Brief Description Client Services Specialist serves as a key point of contact for clients, ensuring exceptional service through accurate quoting... .... This role works within the client services team, supports cross‑functional collaboration, and drives operational accuracy...
$24.87 - $41.45 per hour
...entity administration and servicing of high net-worth... ...and institutional clients.Supports less experienced account... ...cash disbursements, trades and account balances,... ...Certified Corporate Trust Specialist) certification if... ...services with the wealth management and institutional...Hourly payWork experience placementImmediate start- Job Summary The Treasury Management Service & Onboarding (S&O) Specialist within the SafeCash/Managed Courier (Cash Receivables) team has a pivotal client‑facing role supporting SafeCash clients, sales partners, and technical contacts. You will own the SafeCash/Managed...Full timeH1bWork at officeRemote workWork from homeFlexible hours
$12.7 - $15.9 per hour
...both timeless and timely, fine quality craftsmanship and gracious service. At Talbots relationships are the key to our business, we hire... ...build enduring relationships both internally and externally. Support all service enhancers to build strong relationships including...Hourly payFull timePart timeFlexible hoursAfternoon shift$52.5k - $70.4k
Client Service Specialist, PC page is loaded## Client Service Specialist, PClocations: Minneapolistime type: Full timeposted on: Posted Todayjob... ...communication, establishing meaningful client relationships that support their unique potential, and contributing to the...Full timeWork experience placementWork at office$52.5k - $70.4k
...Client Service Specialist We are looking to add a Client Service Specialist to join our Property Casualty team in Minneapolis, MN. Offering... ...communication, establishing meaningful client relationships that support their unique potential, and contributing to the...Full timeWork experience placementWork at office
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