Wealth Management Client Services Associate
UBS Financial Services Inc.
UBS is seeking a service-oriented professional to provide operational and administrative support to financial advisors in our Wayzata, Minnesota office. You will help keep client information up-to-date, educate clients on account services, and prepare materials for client meetings. The role requires a bachelor's degree in finance, communication, or business, and Series 7 and 66 licenses (or willingness to obtain after hire). #J-18808-Ljbffr UBS
$68k
Registered Client Service Associate - Wealth Management Eden Prairie, Minnesota Direct Hire $68000 / Job Description Bloomington, MN 55431 | $68,000-$75,000 annually |Schedule: Full-time, 100% in-office POSITION OVERVIEW An independent wealth management firm is seeking...SuggestedFull timeWork at officeLocal area$25 - $44 per hour
...Merrill Wealth Management Client Service SupportMerrill Wealth Management is a leading provider of comprehensive wealth management and investment... ...Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...SuggestedHourly paySeasonal workWork at officeWork from homeDay shift- Merrill Wealth Management, a division of Bank of America, is hiring for a client service support role in Wayzata, MN. You will assist Financial Advisors by delivering tailored service solutions, coordinating client materials, and upholding risk controls. The role emphasizes...Suggested
$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$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...SuggestedWork at officeFlexible hours$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$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 Recognized as a "Best Place to Work" for the 8th year in a row! Trust Point Inc. is looking to hire a full-time Client Service Associate in our Wealth Management department. We are currently seeking a polished and professional candidate to provide...Full timeWork at officeMonday to Friday
$55k - $65k
...Client Service Associate At Ameriprise Financial, we're not just in the business of helping clients... ...? Strand & Associates, a private wealth advisory practice of Ameriprise Financial... ...and coordinate meetings with clients. Manage advisor calendars and meeting logistics...Full timePart timePrivate practiceWork at officeFlexible hours- U.S. Bank seeks an experienced administrative professional to support a regional team of Wealth Connect Advisors. You will handle day-to-day sales, processing, and client service tasks, helping advisors focus on engagement and asset growth. Responsibilities include coordinating...Work at office
$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 Management... ...Advisors and Wealth Management Client Associates help clients pursue the life they...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$25 - $37 per hour
...Job Opportunity Merrill Wealth Management is a leading provider of comprehensive wealth... ...management and investment products and services for individuals, companies, and institutions... ...Advisors and Wealth Management Client Associates help clients pursue the life they...Hourly paySeasonal workWork at officeShift workDay shift- ...Job Description Role Summary The Client Service Associate (CSA) provides operational and client... ...both Financial Planning/Client Account Management workflows and our Client Account... ...of experience in financial services, wealth management, brokerage operations, or...Full timeLocal areaImmediate startMonday to Friday
$54.4k - $74.8k
...We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement... ...small business and institutional clients. We are a longstanding leader... ...looking for a Client Service Associate to join our operations team!...Full timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week$80k - $100k
Edina, MN | $80,000-$100,000 + Benefits | Onsite An established independent wealth-management firm is seeking an experienced Registered Client Service Associate to provide high-level support to Financial Advisors and their clients. This is a visible, client-facing opportunity...Local area- ...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 workWork at officeWork from homeShift workDay shift
- ...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
$54.4k - $74.8k
...Client Service Associate Do you have experience in the financial services industry and want to advance your career with an industry-leading... ...to process transactions, trades and other practice management tasks as needed. In addition to supporting advisor(s), you...Full timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week$50k - $55k
...kick-start your career in the financial services industry? Berger Financial Group is... ...join our Central Services Team as a Client Services Associate. This role will offer you a unique opportunity... ...clients and advisors. Meticulously managing and organizing client documentation...Monday to Friday- ...Client Services Support Associate Required Skills & Experience: 4 year degree from an accredited university in business, finance, or related field... ...to Have Skills & Experience: Salesforce contact management experience Job Description: An employer is seeking a...Contract work
$24.18 - $32.21 per hour
...operational, administrative, and client service support to a regional team of Wealth Connect Advisors. Enables advisors... ..., and regulatory requirements.Manages and prioritizes requests across the... ...service delivery.Basic Qualifications- Associate degree, or equivalent work...Full timeWork experience placementWork at officeLocal area$55k - $75k
...Your role Are you truly service oriented? Do you know how to take care of people... ...financial advisors. You’ll: keep management systems up-to-date with client information educate clients on account... ...as part of Kenefick Bolstad Kottke Wealth Management in our Wayzata,...Full timeWork at officeFlexible hours- ...About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more...Flexible hours
$21 - $26 per hour
Constellation Wealth Group in Plymouth, MN is seeking an Administrative Assistant to support client services and daily office operations on a part-time basis (25-30 hours weekly... ...cross-team coordination in a growing wealth management practice. Training is available, with...Hourly payFull timePart timeWork at office- The JP Morgan Private Bank Client Center Team leads the operation of the firm’s Client Centers... ...operations teams. Your role will involve managing the Client Center reservation books,... ...including Disability/VeteransJ.P. Morgan Asset & Wealth Management delivers industry-leading...Flexible hours
- ...Waycrosse, Inc. is a single-family office based in Wayzata, MN with approximately 70 employees. We provide comprehensive wealth management services to our clients including facilitating legal services, tax, insurance and investments. We are passionate about being the most...Contract workWork at officeRemote work2 days per week
$24 - $44.5 per hour
The Treasury Management Service Specialist I provides onboarding, maintenance, and day‑to‑day service support for Business Banking and Commercial clients. This role supports clients with core to moderately complex treasury needs, is designed as the foundational entry point...Hourly payFull timeH1bWork at officeRemote workWork from homeFlexible hours$45k - $70k
...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors... ...-related experience ~2+ years of customer service related experience in a full time employee...Full timeFlexible hours- ...Senior Client Relationship Associate Boulay Wealth Management helps entrepreneurs, business owners, individuals, and families navigate the financial complexities... ...investment, tax, estate, and wealth planning services. Our collaborative team partners closely with...
$125k - $150k
Relationship Manager (Enterprise Retirement Services)Department: Enterprise Retirement ServicesLocation: Edina... ...trusted advisor to retirement plan clients, primarily ESOP relationships, by providing... ...services, employee benefits, wealth management, consulting, or a...Full timeWork at office
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