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

Wealth Management Client Services Associate

$55k - $70k

ORGEL WEALTH MANAGEMENT, LLC

A wealth management firm in Minnesota seeks a Client Service Associate to enhance client experiences by providing exemplary customer service. The role requires managing routine account transactions, supporting relationship managers, and ensuring high standards of care in client interactions. Candidates should have at least 3 years of office experience in customer service, a high school diploma, and strong skills in communication and teamwork. Salary ranges from $55,000 to $70,000 plus bonus. #J-18808-Ljbffr

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Services Associate in Hopkins, 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
    1 day ago
  • $55k - $70k

     ...Overview Join the Orgel Wealth Management Team . Orgel Wealth Management has been committed...  ..., consulting, and planning services to a diverse group of families, individuals...  ...Orgel Wealth Management is seeking a Client Service Associate who can provide exemplary customer service... 
    Suggested
    Contract work
    Work at office

    ORGEL WEALTH MANAGEMENT, LLC

    Hopkins, MN
    1 day ago
  • $75k - $100k

    CCM ADMINISTRATIVE SERVICES LLC in Minnetonka is seeking an Associate for Private Wealth Client Services, focusing on high-net-worth families. This role involves delivering exceptional client service, managing account maintenance, and supporting onboarding processes. Candidates... 
    Suggested

    CCM ADMINISTRATIVE SERVICES LLC

    Minnetonka, MN
    4 days ago
  • Orgel Wealth Management, LLC is seeking a Client Service Associate to deliver exemplary client service, support advisors, and manage routine account maintenance. The CSA acts as a key liaison between clients and Relationship Managers, handling inquiries with accuracy and... 
    Suggested

    Orgel Wealth Management, LLC

    Minnetonka, MN
    3 days ago
  •  ...Wealth Management Client Associate Wayzata, Minnesota To proceed with your application, you must be at least 18 years of age. Acknowledge...  ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill... 
    Suggested
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Wayzata, MN
    7 days ago
  • $75k - $95k

     ...Client Associate (Wealth Management) Location: Carlson Towers, Minnetonka, MN Type: Hybrid, Flexible Experience: 4+ years of Wealth Management...  ..., distributions, beneficiary updates, and other service-related changes with accuracy and attention to detail... 
    Flexible hours

    Sanctuary Wealth Group, LLC

    Minnetonka, MN
    4 days ago
  • $60k - $85k

     ...Job Posting: 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 professional advisors through... 
    Work at office

    High Note Wealth

    Minneapolis, MN
    2 days ago
  • $38.1k - $57k

     ...for a culture that puts its clients and associates first: a culture where...  ...You'll Be Doing Client Services Associate (NR) assists one...  ...or escalated to the Branch Manager; including suspicious client...  ...start-up. We are a global wealth management and investment banking... 
    Work at office
    Flexible hours

    Stifel Financial

    Wayzata, MN
    1 day 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
    5 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...  ...experience preferred. This position involves managing client accounts and facilitating communication, requiring... 

    PowerToFly

    Wayzata, MN
    3 days ago
  •  ...Client Service Associate Luminate Bank is more than a bankwe're Banking Brighter by making financial...  ..., tailored lending options, and wealth-building strategies empower you to take...  ...accurately and in a timely manner Manage account maintenance requests, including... 
    Work at office
    Flexible hours

    Luminate Bank

    Minneapolis, MN
    3 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
    2 days ago
  • $26.6 - $33.8 per hour

     ...Jones, we're a purpose-driven, client-focused team committed to...  ...lead the industry in aligning wealth, passion, and purpose to help...  ...critical member of the Client Service team, you will work closely with...  ...data into the CRM (Salesforce); manage data accuracy and integrity and... 
    Hourly pay
    Full time
    Summer work
    Work at office
    Local area
    Immediate start
    Flexible hours

    Brighton Jones

    Minneapolis, MN
    4 days ago
  • $25 - $44 per hour

     ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...  ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they... 
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Minneapolis, MN
    1 day 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
    2 days ago
  • The Bahnsen Group is seeking an Associate to join our Operations Department in Minnetonka,...  ...provides operational support to advisors and clients, acting as the advisor's right-hand...  ...custodians, and deliver frontline client service in a fast-paced environment. #J-18808-... 
    Full time
    Work at office

    The Bahnsen Group

    Minnetonka, MN
    3 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
    4 days ago
  • Morgan Stanley is seeking a Registered Client Relationship Analyst to provide exceptional client service and support to Financial Advisors/Private Wealth Advisors and their teams. The role focuses on building trusted client relationships, handling routine account tasks... 

    Morgan-Stanley

    Wayzata, MN
    2 days ago
  •  ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...  ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America Corporation

    Minneapolis, MN
    a month ago
  • $25 - $44 per hour

     ...Merrill Wealth Management Job Opportunity Merrill Wealth Management is a leading provider...  ...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

    Bank of America

    Wayzata, MN
    3 days 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
    5 days ago
  •  ...select group of high-net-worth client families through a...  ...adding a Client Operations Associate / Manager to our team. This isn't a...  ...onboarding, account management, and service requests · Coordinate between...  ...experience in an RIA, wealth management, or financial services... 
    Work at office

    DSG CAPITAL ADVISORS, LLC

    Minneapolis, MN
    13 days ago
  •  ...of the Fortune 500, we are a leader in underwriting and risk management services for business partners across the United States and Canada....  ...that set us apart. Position Overview The Senior Mail Services Associate is responsible for timely and accurate mail processing,... 
    Full time
    Local area

    Old Republic Residual Markets

    Minnetonka, MN
    3 days ago
  • $40k - $60k

     ...Embrace RBC Wealth Management's core values and inclusive culture as an integral part of...  ...serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become...  ...people, organizational, and client service skills. Attention to detail coupled... 
    Full time
    Flexible hours

    RBC Capital Markets, LLC

    Minneapolis, MN
    2 days ago
  • $40k - $60k

     ...is the opportunity? Embrace RBC Wealth Management’s core values and inclusive culture...  ...serving financial advisors and our clients.  As a Client Associate/Registered Client Associate, become...  ...people, organizational, and client service skills Attention to detail coupled... 
    Full time
    Flexible hours

    Royal Bank of Canada

    Hopkins, MN
    more than 2 months ago
  • Old National Bank is seeking a Wealth Sales Assistant to support Wealth Advisors with administrative...  ...and sales tasks. You will help manage client relationships, process trade...  ...collaborate with a team to deliver exceptional service while safeguarding client assets. #J-18... 

    Old National Bank

    Chanhassen, MN
    2 days ago
  • $32 - $38 per hour

     ...Service Operations Associate - Regis Minneapolis For more than 40 years, Mercer...  ...planning, investment management, business management, tax,...  ...legally bound to act in our clients' best interests always....  ...advantages and challenges. Regis Wealth Advisors work hand-in-hand... 
    Temporary work
    Work at office
    Local area
    Home office
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Minneapolis, MN
    3 days ago
  •  ..., audit, accounting, and tax services to meet business and personal...  ...opportunities. Our team partners with clients across a wide range of...  ...-focused Service Advisor to manage client relationships, deliver...  ...in a financial planning or wealth management firm Certified Financial... 
    Work experience placement
    Work at office
    Work from home
    Flexible hours

    BGM Group USA

    Bloomington, MN
    5 days ago
  •  ...A successful wealth management team at a Registered Investment Advisory firm is hiring a Financial Advisor position...  ...wealth management solutions to existing clients. This position is to assist a senior advisor in servicing his growing book of practice and consistent referrals... 
    Work at office

    TalentLink Solutions

    Minneapolis, MN
    3 days ago
  • $50k - $85k

     ...WE: Alerus is a commercial wealth bank and national retirement...  ...with one core purpose: helping clients achieve their financial goals...  ...ABOUT THE ROLE: Account Managers (AMs) are responsible for providing...  ...support, ensuring seamless service and addressing immediate... 
    Live in
    Work at office
    Immediate start
    Flexible hours

    Alerus

    Hopkins, MN
    1 day ago

Do you want to receive more vacancies?

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