Client Service Associate
Park Avenue Group
Client Service Associate
Angott Search Group has partnered with a Minneapolis financial advisory firm in their search for a client service associate. The selected candidate will provide exceptional support to financial advisors and clients. Key responsibilities include managing client communications, preparing account paperwork, and handling service requests. You'll also assist with scheduling meetings, maintaining client records, and ensuring a seamless client experience. Ideal candidates are detail-oriented, have excellent communication skills, and a passion for client service. Prior experience in financial services is preferred.
Park Avenue Group$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$70k - $90k
...Michigan, Minnesota, Iowa, Colorado, and Florida we are proud to service our local communities and make a positive impact on the... ...investing in their growth and development. A Senior Client Service Associate plays a critical role in supporting financial advisors by...SuggestedBank staffWork at officeLocal area$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...SuggestedWork at office2 days per week3 days per week- ...About the job Client Services Associate / Travel About Us: We are a professional travel services organization dedicated to providing clients with exceptional booking experiences and personalized support. By partnering with trusted travel providers, we make planning trips...SuggestedRemote workFlexible hours
$38.1k - $57k
...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome... ...where success meets success. What You'll Be Doing Client Services Associate (NR) assists one or more Financial Advisor(s) (FA...Work at officeFlexible hours$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...$25 per hour
...where you are in your journey, Luminate Bank is here to support you every step of the way. Position Overview: The Client Service Associate is responsible for delivering exceptional customer experience through responsive service, efficient operations, and...Work at officeFlexible hours- ...Job Description Job Description Support the client service experience of a Top 25 Twin Cities CPA & Wealth Management firm—where relationships... ...Rock Island is hiring a Wealth Management Client Service Associate to support retirement plan administration, insurance...Work at office
$90k - $125k
...office or Hybrid A Day in the Life A typical day as a Transaction Advisory Services Senior Associate might include: Conduct company-specific financial due diligence as our clients are looking at growing through acquisitions. Assist in preparation of...Work at officeLocal areaVisa sponsorship$34.32k - $90k
...Service Associate Service Associates perform operational support and oversight on behalf of the Market as well as general management support... ...support) Identify Firm services and solutions that support clients' needs including secure, digital offerings like Morgan...Temporary workWork at officeLocal areaRemote workHome officeNight shift- ...The Compliance Services Representative is responsible for managing day-to-day client tax compliance needs. As a trusted resource and extension of our client ’s tax... ...solutions Provide assistance to Compliance Services Associates in building domain expertise and resolving...Work experience placementLocal areaFlexible hours
- ...Private Wealth Client Associate Minneapolis, 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 Wealth...Seasonal workWork at officeWork from homeShift workDay shift
$16 per hour
...TravisMathew Client Associate TravisMathew is a premium apparel brand that exists because we seized an opportunityand we're inviting you... ...Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail...Hourly paySeasonal workWeekend workAfternoon shift- ...Odyssey Transfer and Trust Company Onboarding Associate At Odyssey Transfer and Trust Company... ...is to provide peace of mind for our clients by making things simple, fast, and easy.... ...and growth by delivering exceptional service In addition to the duties listed above...Temporary workWork at office
$40k - $60k
...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to... ...communication, people, organizational, and client service skills Attention to detail coupled with the mindset of how...Full timeFlexible hours$75k - $95k
Description Part-Time Client Associate (Wealth Management) Location: Carlson Towers, Minnetonka, MN Type: Hybrid (2-3 days/week in office... ...including transfers, distributions, beneficiary updates, and other service-related changes with accuracy and attention to detail...Full timePart timeWork at officeFlexible hours2 days per week3 days per week$75k - $95k
Sanctuary Wealth in Minnetonka seeks a Part-Time Client Associate to support client onboarding and account maintenance. Ideal candidates should have 4+ years in wealth management, demonstrating strong organizational and communication skills. This hybrid role offers flexibility...Part time- UBS in Wayzata is looking for a Client Service Associate who is detail-oriented and passionate about client interaction. In this full-time position, you will provide an exceptional client experience by onboarding and maintaining client accounts, as well as processing deposits...Full time
- ...Wealth Group LLC is seeking a proactive and organized Part-Time Client Associate to support wealth management operations in Minnetonka, MN.... .... Ideal candidates will have over 4 years of relevant client service experience, strong communication skills, and attention to detail...Part time
$55k - $65k
...role Are you detail-oriented? Do you enjoy going above and beyond to ensure tasks are met and exceeded? We’re looking for a Client Service Associate to: provide a best-in-class client experience through active communication, exceptional attention to detail, and quick...Full timeWork at officeFlexible hours- RBC Capital Markets, LLC is looking for a Client Associate in Wayzata, Minnesota, to support financial advisors and enhance client relationships. The role requires strong communication skills, attention to detail, and the ability to adhere to compliance standards. Applicants...
$40k - $60k
...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our... ...written communication, people, organizational, and client service skills Attention to detail coupled with the mindset of how...Full timeFlexible hours$15 - $20 per hour
...shouting “YES!” then keep on reading, because the Farrell’s Client Success Sales Associate position might be just the spot for you! We’re looking... ...· Champion hospitality standards, ensuring exceptional service to both members and staff. · Inspire and lead students...Part timeShift work$32 - $38 per hour
...independent fiduciary legally bound to act in our clients' best interests — always.* Mercer... ...of metrics – including size, growth, service quality, technology, succession planning... ...management. The Service Operations Associate I is a critical operational role within...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- ...Title: Senior Mail Services Associate Reports To: AVP, Claims Department: Administration Location/Schedule: Onsite, Minnetonka MN Classification: Full-Time /Non-Exempt Who We Are: Old Republic is a leading specialty insurer that operates diverse...Full timeWork at officeLocal area
- ...Job Overview Fairview is seeking a Nutrition Services Associate for West Bank Hospital in Minneapolis, MN! This is a casual position offering a flexible schedule where you pick up shifts as needed. Minimum requirement is at least 3 shifts a month. The Nutrition Services...Temporary workCasual workWork at officeRelocation packageFlexible hoursShift workWeekend workAfternoon shift
- ...Service Advisor BGM offers entrepreneurs, business owners, organizations, and individuals a wide range of advisory, audit, accounting... ...insight, and uncover opportunities. Our team partners with clients across a wide range of industries to deliver meaningful results...Work experience placementWork at officeWork from homeFlexible hours
- ...THE TEAM The mission of the Service Department is to deliver highly efficient and elevated Service Counter experiences. THE OPPORTUNITY... ...service to support loyal, enduring relationships with the client. As a Service Advisor, you will deliver Everyday Luxury...
$18 - $20 per hour
...all aspects of the position. Reach out to Human Resources with any questions (****@*****.***). JOB SUMMARY The Building Services Associate is a key member of the property management team. The Building Services Associate provides superior customer service to...Part timeAfternoon shift
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