Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Client Services Associate

$33.25k - $90k

Dormont 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

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Client Services Associate in Wayzata, MN vacancy
  • $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... 
    Suggested
    Hourly pay

    Bank of America

    Minneapolis, MN
    3 days ago
  • $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

    PowerToFly

    Wayzata, MN
    17 hours ago
  • $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... 
    Suggested
    Work at office
    Flexible hours

    Stifel Financial

    Wayzata, MN
    17 hours ago
  • 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... 
    Suggested
    Full time

    UBS

    Wayzata, MN
    1 day ago
  • $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... 
    Suggested
    Work at office

    High Note Wealth LLC

    Wayzata, MN
    7 days ago
  • $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 office
    2 days per week
    3 days per week

    RIA Recruiting

    Minneapolis, MN
    2 days ago
  •  ...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 office
    Flexible hours

    Luminate Bank

    Minneapolis, MN
    17 hours ago
  • $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 pay
    Full time
    Summer work
    Work at office
    Local area
    Immediate start
    Flexible hours

    Brighton Jones

    Minneapolis, MN
    1 day ago
  • $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

    Sanctuary Wealth Services

    Minnetonka, MN
    1 day ago
  • $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

    Sanctuary Wealth Group LLC

    Minnetonka, MN
    1 day ago
  • $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 pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Dormont Manufacturing Co

    Wayzata, MN
    2 days ago
  • 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 office
    Flexible hours

    Sanctuary Wealth Group LLC

    Minnetonka, MN
    4 days ago
  • $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

    Sanctuary Wealth

    Minnetonka, MN
    17 hours ago
  •  ...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 work
    Flexible hours

    HB Travels

    Minneapolis, MN
    4 days ago
  •  ...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 work
    Work at office
    Work from home
    Shift work
    Day shift

    Dormont Manufacturing Company

    Minneapolis, MN
    1 day ago
  •  ...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... 

    RBC

    Minneapolis, MN
    4 days ago
  • $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 time
    Work at office

    UBS

    Wayzata, MN
    1 day ago
  • $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

    Thrivent Financial

    Minnetonka, MN
    2 days ago
  • 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

    Dormont Manufacturing Co

    Minnetonka, MN
    2 days ago
  • $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... 

    BMO U.S.

    Minneapolis, MN
    2 days ago
  • $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... 

    Koitecc Solutions

    Minneapolis, MN
    2 days ago
  • $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 time
    Work at office
    Flexible hours

    UBS

    Wayzata, MN
    2 days ago
  •  ...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 office
    Remote work

    Miga Solutions

    Minneapolis, MN
    1 day ago
  • $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 time
    Temporary work
    Work at office
    Local area

    Cresset Capital

    Minnetonka, MN
    2 days ago
  • $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 time
    H1b
    Work at office
    Immediate start
    Work from home
    Visa sponsorship
    1 day per week

    Ameriprise Financial

    Minneapolis, MN
    17 hours ago
  • $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 pay
    Full time
    Work experience placement

    Staff

    Minneapolis, MN
    4 days ago
  • $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 time
    Flexible hours

    Dormont Manufacturing Company

    Minneapolis, MN
    1 day ago
  • $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 time
    Flexible hours

    RBC Capital Markets, LLC

    Minneapolis, MN
    2 days ago
  • $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

    Dormont Manufacturing Co

    Wayzata, MN
    2 days ago
  • 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... 

    ProWealth Financial

    Osseo, MN
    17 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Client Services Associate. Be the first to apply!