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$28.85 - $39.9 per hour
...Tax and Wealth Planning Client Service Specialist (Legal Administrative Assistant) As a member of the Client Services Team (CST), the Client Service... ...CSS) is responsible for providing legal administrative support to a team of attorneys by performing complex, administrative...SuggestedHourly payFull timeContract workWork experience placement$22 per hour
...Client Specialist - Glen Lake We are seeking an enthusiastic and customer-focused Client Specialist to join our Deposit Services team in Glen Lake. In this role, you will serve as the face of... ...surrounded by people who challenge you, support you, and inspire you to be your...SuggestedHourly payTemporary workLocal areaMonday to Friday$73.6k - $132.5k
...partnerships with market, client, and external teams, supporting CSS NA Managing Director... ...unapplied cash. Allocate funds (including cross‑... ...underwriting, or financial services, with a bachelor’s degree... ...success, learning from top specialists in the (re)insurance...SuggestedMinimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week$22 per hour
...We are seeking an enthusiastic and customer-focused Client Specialist to join our Deposit Services team in Glen Lake. In this role, you will serve as the... ...places to work, surrounded by people who challenge you, support you, and inspire you to be your best. Welcome to...SuggestedHourly payTemporary workLocal areaMonday to Friday$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$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- ...a great fit. We are a financial company looking for a Client Services Specialist position. Under limited supervision This person acts as the... ...instill confidence from the team and our clients. This vital support role will enhance the client experience by servicing...Full timeWork at office
$49.7k - $81.65k
...Client Services Specialist By joining Bio-Techne, you'll join a company with a powerful and positive purpose of enabling cutting-edge research... ...in Minneapolis, and will work in a team sales setting, supporting the Business Development team and field-based Sales Specialists...Temporary workInternshipWork at officeWorldwideFlexible hours$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- ...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
- ...Client Services Specialist The Client Services Specialist (CSS) is responsible for professionally responding to the immediate needs of clients... ...Travel Requirement This position requires travel to support business needs, including team collaboration, internal...Contract workWork at officeImmediate startNight shift
- ...Customer Service Representative Position Title: Customer Service Representative - (NOT... ...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 timeFor contractorsCasual workWork at officeShift work
- ...Introduction At Gallagher, we help clients face risk with confidence because we believe... .... Overview National Insurance Services (NIS) is looking for an Account Representative... ...the added opportunity to uncover and support new sales opportunities. You’ll work...Full timeContract workLive outWork at officeLocal areaFlexible hours
$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$52k - $68k
...Client Billing Specialist Lathrop GPM, one of the nation's leading law firms, has an immediate opening... ...Specialist is responsible for supporting the billing operations of the law firm... ...processes. Lathrop GPM is a full-service, Am Law 200 law firm with offices in...Temporary workWork at officeImmediate startFlexible hours$17.31 - $36.04 per hour
Customer Account Specialist - June Start page is loaded## Customer Account Specialist - June... ...grow by challenging yourself, and are supported with the potential for internal promotion... ...Disabled\Veteran **Benefits****Your Health, Wealth and Self**Your total wellbeing is the...Hourly payTemporary workWork at officeRemote workWorldwideFlexible hours1 day per week$22 - $25 per hour
...Client Support Specialist Staffing Proxy is partnering with Fasikl, an innovative Minnesota-based med-tech company, to hire a Client Support... ...effectively. Experience in customer support, client services, coordination, hospitality, healthcare support, or other client...- ...homes and providing exceptional customer service, giving back to the communities in which... ...Care Team, providing warranty and service support to Homeowners through hands-on evaluation... ...warranty issues, and managing complex, multi-trade cases that demand strong construction...Live inWork at officeLocal areaFlexible hours
- ...Account Manager / Technical Sales Specialist This senior role requires... ...deep industry knowledge to support feed mills, food process,... ...grain facilities, and agronomy service providers. Create and deliver... ..., industry events, and trade shows to strengthen brand presence...Work at officeRemote work
$85.28k - $104k
...Senior Inside Sales Representative, Service Are you ready to accelerate your potential... ...operates within the North America Service & Support organization, supporting a defined U.S.... ...including pricing, service scope, and risk trade-offs Experience using CRM tools (e.g.,...Contract workWork at officeRemote workWork from homeFlexible hoursNight shift$53.7k - $93k
...top 10 national professional services firm where our purpose is to... ...opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax... ...been previously set up and supported by Senior Associate,...Work at officeFlexible hours- ...online - and drive cross-category sales to support overall business goals. With a deep... ...this role, you’ll also play a key part in client relationship building through outreach tools... ...overall customer experience. In addition to service and selling, you’ll support operational...Full timePart timeAll shiftsFlexible hoursAfternoon shift
$45k - $55k
Northwestern Mutual is seeking an Operations Specialist in Minnetonka to be the primary link between departmental teams and clients. This position underscores the importance... ...client communication management, underwriting support, and investment operations collaboration....- ...Job Description Job Description Job Title: Customer Service Support Location: Wayzata MN 55391 Duration: 6 Months(4/27/2026 to 10/30/2026 ) Schedule: Monday through Friday during normal business hours 8:00 - 5:00 PM CST; must be flexible to start some...Contract workWork experience placementCasual workWork at officeMonday to FridayFlexible hoursShift work3 days per week
- ...hospitality environments. The Account Coordinator plays a key role in supporting the sales process by managing quoting, pricing coordination,... ...this position will not initially be responsible for owning client relationships, it includes exposure to customer interactions and...Full timeWork at officeShift work
$43.4k - $65k
...we are committed to stewardship and creating a cleaner, safer and healthier world. With manufacturing, operations and sales, service, and support functions across the globe, your journey at Tennant can take you places you never expected. PURPOSE/SCOPE: The Sales...Work at officeRelocationFlexible hoursShift work$38.7k - $57.9k
...needs, advocating for them internally, and influencing product and service improvements. Lead monthly account reviews to ensure... ...complex accounts strongly preferred. On-Camera Policy To support a fair, transparent, and engaging interview experience, candidates...Work at officeLocal areaRemote workWorldwideFlexible hours$22.04 - $30.01 per hour
...~ Occasional weekends ~ This position will support scheduling for multiple hospital and clinic specialty service lines ~ Advanced patient scheduling for medical... ...person. When you join our team, you have access to a wealth of valuable employee benefits that support the...Temporary workShift workDay shiftAfternoon shift- ...Customer Service Representative Excelsior Animal Hospital - Excelsior, Minnesota Position... ...(CSR) actively recruits new clients and promotes hospital services. Schedules... ...satisfactorily to resolve the problem Support a practice environment that promotes collaboration...Work at officeFlexible hoursAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Services Specialist - Trade & Funds Support. Be the first to apply!
- customer advisor Minnetonka, MN
- airport customer service agent Minnetonka, MN
- customer support associate Minnetonka, MN
- employee relations assistant Minnetonka, MN
- service agent Minnetonka, MN
- insurance customer service advisor Minnetonka, MN
- customer success associate Minnetonka, MN
- customer service representative (remote from home) Minnetonka, MN
- customer service expert Minnetonka, MN
- full time remote customer service representative Minnetonka, MN


