Wealth Client Services Associate
$33.25k - $90kDormont Manufacturing Co
Dormont Manufacturing Co in Wayzata, Minnesota is hiring a Registered Client Relationship Analyst. The role focuses on providing exceptional client service to support Financial Advisors and enhancing relationships. Candidates should possess strong interpersonal skills and financial knowledge. Qualifications include a High School Diploma, industry experience, and relevant certifications such as Series 7. Morgan Stanley offers a salary range of $33,250 to $90,000 per year along with comprehensive benefits for qualified applicants. #J-18808-Ljbffr Dormont Manufacturing Co
$25 - $44 per hour
...Bank of America seeks a motivated individual for a client service support role within Merrill Wealth Management in Minneapolis. The position involves assisting Financial Advisors and delivering excellent client service by addressing client needs and ensuring operational...SuggestedHourly pay$34.32k - $90k
A reputable financial services firm in Wayzata is seeking Registered Client Relationship Analysts to provide exceptional service to clients and support Financial Advisors. The ideal candidate should hold at least a high school diploma and Series 7 and 66 licenses, with...Suggested$38.1k - $57k
...Stifel strives for a culture that puts its clients and associates first: a culture where everyone... ...success. What You'll Be Doing Client Services Associate (NR) assists one or more... ...thinking like a start-up. We are a global wealth management and investment banking firm...SuggestedWork at officeFlexible hours- UBS in Wayzata, MN is hiring a full-time Client Associate to provide exceptional support to ultra high net worth individuals... .... The role involves working closely with Private Wealth Management to deliver outstanding service to clients and Financial Advisors. Ideal candidates...SuggestedFull time
$60k - $80k
...Job Description Job Description Client Service Associate: High Note Wealth is an independent wealth management firm that works with a select group of successful families and business owners who recognize the value of financial planning and seek to collaborate with...SuggestedWork at office$60k - $75k
...Client Service Associate Flourish Wealth Management is a dynamic and growing independent, fee-only boutique wealth management firm based in Edina, Minnesota. We offer comprehensive wealth management services that seamlessly integrate life planning with financial planning...Work at office2 days per week3 days per week- ...Client Service Associate Luminate Bank is more than a bankwe're Banking Brighter by making financial success simple, accessible, and rewarding... ...seamless digital banking, tailored lending options, and wealth-building strategies empower you to take control of your financial...Work at officeFlexible hours
$26.6 - $33.8 per hour
...Brighton Jones, we're a purpose-driven, client-focused team committed to helping individuals... .... We lead the industry in aligning wealth, passion, and purpose to help our clients... ...#OneTeam. As a critical member of the Client Service team, you will work closely with lead...Hourly payFull timeSummer workWork at officeLocal areaImmediate startFlexible hours$75k - $95k
...Client Associate (Wealth Management) Location: Carlson Towers, Minnetonka, MN Type: Hybrid, Flexible Experience: 4+ years of Wealth Management... ...including transfers, distributions, beneficiary updates, and other service-related changes with accuracy and attention to detail...Flexible hours$75k - $95k
...Client Associate (Wealth Management) Location: Carlson Towers, Minnetonka, MN Type: Hybrid, Flexible Experience: 4+ years of Wealth Management... ...including transfers, distributions, beneficiary updates, and other service‑related changes with accuracy and attention to detail...Flexible hours$25 - $44 per hour
Job Description Merrill Wealth Management is a leading provider of comprehensive wealth... ...management and investment products and services for individuals, companies, and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- Sanctuary Wealth Group LLC is seeking a Client Associate for its Minnetonka, MN office. This hybrid role involves supporting client onboarding and managing account maintenance requests while ensuring a high-quality client experience. Ideal candidates will have 4+ years...Work at officeFlexible hours
$75k - $95k
Sanctuary Wealth in Minnetonka, MN is looking for a Client Associate to support our wealth management practice. This role requires a proactive individual with at least four years of experience in financial services and a client-first mindset. The ideal candidate will thrive...Flexible hours- ...Client Services Associate / Travel Minneapolis, Minnesota, United States About the Job We are a professional travel services organization dedicated to providing clients with exceptional booking experiences and personalized support. By partnering with trusted travel...Remote workFlexible hours
- ...Job Description Merrill Wealth Management is a leading provider of comprehensive wealth... ...management and investment products and services for individuals, companies, and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...Seasonal workWork at officeWork from homeShift workDay shift
- ...RBC in Minneapolis is seeking a Client Associate/Registered Client Associate to support financial advisors and assist clients. This role offers... ...for career progression and development within RBC Wealth Management. The ideal candidate will possess strong communication...
$55k - $65k
...Position Overview Full‑time Client Associate role based in Wayzata, MN. Work with Private Wealth Management to support ultra high net worth individuals and families by delivering excellent service to clients and Financial Advisors. Qualifications Series 7 and 66 licenses...Full timeWork at office$28 - $35 per hour
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...Full time- Dormont Manufacturing Co is seeking a Licensed Client Service Administrator in Minnetonka, Minnesota. This full-time position involves supporting wealth advisors and providing exceptional service to clients. Responsibilities include trade order entry, fund transfer management...Full 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...$45k - $83k
...Koitecc Solutions is seeking a client service professional in Minneapolis, Minnesota, to enhance the overall experience for clients in financial planning. The role provides critical support to wealth advisors, ensuring exceptional client experiences through various responsibilities...$55k - $65k
...ensure tasks are met and exceeded? We're looking for a Client Service Associate to: • provide a best-in-class client experience through... ...workforce. Your team You'll be working as part of Private Wealth Management in our Wayzata, MN office. We help ultra high...Full timeWork at officeFlexible hours- ...Overview Miga Solutions, Inc. ( is a healthcare information and services company that provides innovative solutions to hospitals for... ...and replacement of equipment. Position Overview The Sales and Client Services Coordinator is a member of Miga’s Client Experience Team...Work at officeRemote work
$90k - $110k
...Office - Minnetonka, MN 55402. Salary Range: $90,000 - $110,000 per year. Job Summary Cresset is seeking an Associate Director, Private Wealth Client Services with 5+ years of experience managing the administrative and private banking needs for high‑net‑worth and ultra...Full timeTemporary workWork at officeLocal area$57k
...Client Support Associate In addition to addressing immediate client needs, you'll engage in award-winning advisor development experiences designed... ..., and a comprehensive introduction to the products and services that power the Ameriprise Client Experience. Through...Full timeH1bWork at officeImmediate startWork from homeVisa sponsorship1 day per week$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... ..., Knowledge, Skills and Abilities): Education: Associate's Degree preferred; Bachelor's Degree a plus; applicable...Hourly payFull timeWork experience placement$40k - $60k
...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial... ...communication, people, organizational, and client service skills Attention to detail coupled with the...Full timeFlexible hours$40k - $60k
...is the opportunity? Embrace RBC Wealth Management's core values and inclusive... ...branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a... ..., people, organizational, and client service skills Attention to detail coupled...Full timeFlexible hours$25 - $44 per hour
Merrill Wealth Management in Wayzata is looking for dedicated Client Service Support professionals to assist Financial Advisors. You'll provide education on banking services, ensure accuracy in client interactions, and foster strong relationships. Applicants should have...Hourly pay- ProWealth Financial in Maple Grove is seeking an Associate Financial Advisor to support clients and manage their financial planning experience. This role involves collaborating with Lead Advisors, preparing financial plans, and client communications. The ideal candidate...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Services Associate. Be the first to apply!
- environmental services attendant Wayzata, MN
- service advisors Wayzata, MN
- toyota service advisor Wayzata, MN
- health service specialist Wayzata, MN
- public service officer Wayzata, MN
- nutrition services aide Wayzata, MN
- service administrator Wayzata, MN
- health services administrator Wayzata, MN
- food service officer Wayzata, MN
- car service advisor Wayzata, MN


