Client Services Specialist - Hybrid Financial Planning
Ameriprise Financial Services, LLC
Strand & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC, is seeking a motivated Client Service Associate to join our team in Minnetonka. This full-time role blends client-facing work with back-end financial planning support to help grow a trusted practice. The position emphasizes organization, proactive communication, and collaboration with advisors. A Bachelor’s degree and 2+ years in financial services are preferred. #J-18808-Ljbffr Ameriprise Financial Services, LLC
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client Services Specialist - Hybrid Financial Planning in Minnetonka, MN vacancy
- Drazan, Henke & Associates is seeking an Administrative Specialist to support client services, workflow management, and daily office operations in a fast... ...CPA environment. This fully cloud-based firm offers a hybrid work model with in-office collaboration and...SuggestedWork at office
$37.4k - $63.15k
...Corporate, Sr. Registered Agent Services) As a Senior Customer... .... You will have heavy direct client interactions via written and... ...this role the Senior Corporate Specialist must have excellent organizational... ...agent industry. Hybrid: Eight days a month we come together...SuggestedWork at officeRemote workShift work- Fortune Financial is an established financial services practice that provides personalized financial planning and wealth management services to individuals, business owners, corporate... ...families. Our team works closely with clients to understand their goals and develop financial...SuggestedTemporary workWork at office
- Berger Financial Group Inc in Plymouth, MN is seeking a detail-oriented Client Services Associate to join our Central Services Team. This role will support clients and advisors, handle account applications, documentation, and confidential information with accuracy and...Suggested
- ...Worker Role providing services for TIAA’s family of companies... ...complex business planning, support, and project-... ...onsite, likely in a hybrid capacity, at the... ...business needs.Senior Client Reporting SpecialistThe... ...Senior Client Reporting Specialist partners with associates...SuggestedFull timeWork at office
$22 - $26 per hour
...Customer Service Representative (Hybrid) In partnership with Doherty Staffing Solutions, we’re seeking a detail-oriented Customer Service Representative... ...key role in providing exceptional service and support to clients—handling inquiries, processing orders, and ensuring a...Full timeWork at officeRemote workMonday to FridayDoherty | The Employment Experts
Minneapolis, MN4 days ago$50k - $70k
...Client Service Specialist The Client Service Specialist (CSS) is a valued member of our team,... ...Paraplanner: supports wealth managers in financial planning analysis & strategies. Promotions... ...vested employer 3% contribution. Hybrid work schedule after 6 months with...Full timeWork at officeImmediate startFlexible hoursShift work$35k - $58.6k
...Customer Service Representative (Licensing) As a Customer Service Representative, you will... ...and collaborative environment. Hybrid: Eight days a month we come together in the... ...not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition...Work at officeFlexible hoursShift work- ...drive growth, and mentor a team of professionals in a hybrid work environment. You will partner with clients and firm leadership to minimize tax liabilities... ...compliance with evolving tax laws and offering advisory services on international tax, mergers, and acquisitions....
$50k - $55k
...Suite 750 Bloomington, MN 55431/hybrid Classification: Full-... ...Experience in a customer service role Core Competencies:... ...Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity... ...of retirement and financial planning solutions. Simplicity Group...Full timeWork at officeRemote workSimplicity Group Holdings
Bloomington, MN2 days ago$20 per hour
Customer Contact Services has been answering the phone for businesses since 1972. We run a... ...honoree, 20 million+ calls handled, 5,000+ clients served. We're growing, and we're building... ...MN office during the ramp period, with a hybrid option available after 90 days based on...Hourly payFull timeWork at officeCustomer Contact Services
Minnetonka, MN2 days ago$22 per hour
Personal Banker (Universal Member Service Representative) 1 day ago Be among the first 25... ...our credit union, assisting members with financial products and services, and helping them find... ...up to 6% of your salary to our 401(k) Plan after completing one month of service. A...Hourly payFull timeTemporary workWork at officeLocal area$19 per hour
...firm since 1965, is looking a full-time, Client Account Coordinator to join our team in... ...4% company contribution (after 1 year of service) ~ Paid time off (17 days per year) ~... ...seeking divorce and family law or estate planning services. Our clients trust us to help them...Hourly payFull timeWork at officeRemote workRelocation packageMESSERLI KRAMER P.A.
Excelsior, MN2 days ago$60k - $114k
...Blackwell LLP is a full-service litigation and... ...United States, serving clients with domestic and international... ...Senior Client Account Specialist ensures that the firm... ..., negotiating payment plans, and documenting... ...clients, helping maintain financial stability. Essential...Full timeTemporary workWork experience placementWork at officeRemote workFlexible hoursShift workGrabJobs
Minneapolis, MN11 hours ago$49k - $91.3k
...Client Specialist – Business Insurance Our not-so-secret sauce. Award-winning, inclusive... ...America, we combine the personalized service model of a local consultant with the global... ...development opportunities Hybrid work Charitable contribution match programs...Minimum wageLocal areaNight shiftGolden Valley, MN20 days ago$69k
...into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals... ...communication and relationship-building skills Sales or customer service experience is helpful but not required Qualifications...Remote jobWork from homeFlexible hoursHMG Careers
Hopkins, MN10 days ago- .... We complete our mission by providing comprehensive financial planning, responsive customer service, and best-in-class financial products. The Sales... ...Representatives, helping them focus on building client relationships and growing their business. As an Associate...Work at office
Northwestern Mutual
Minneapolis, MN15 days ago $66k - $123.1k
...Senior Private Client Advisor Award-winning, inclusive, Top Workplace... ...we combine the personalized service model of a local consultant... ...risk management needs and financial loss tolerance will allow you... ...development opportunities Hybrid work Charitable...Minimum wageLocal areaNight shift$500 per month
...Client Experience Representative You are more than just a number; we are more than... ...is secure and consistent with our client service standards. Client service and support are... ...the Bank Secrecy Act, Privacy of Consumer Financial Information and all other federal and...Hourly payTemporary workBank staffWork at officeLocal areaFlexible hours- ...Personal Lines Licensed Customer Service Representative Built on meritocracy, our unique... ...Service Representative will assist our clients with service inquiries, and cross-sell... ...Life Insurance, Disability Insurance Financial Benefits: ESPP; 401k; Student Loan Assistance...Hourly payWork at office
- ...or Bachelors degree preferred One to two years of customer service or sales experience in retail, restaurant, sales, or an office... ...Generous PTO (18 days per year)* ~8 company-paid holidays* ~ Hybrid work schedule for select departments ~40 hours of paid volunteer...Permanent employmentFull timeTemporary workSeasonal workWork at officeRemote work
Merchology
Plymouth, MN5 days ago $107k - $133.5k
...common purpose to help make financial lives better through... ...and delivering for our clients, teammates, communities... ...shaped by military service, community college education... ...measurable strategic plans to foster expansion,... ...to the client.• In this hybrid junior sales/treasury associate...Full timeWork at officeFlexible hoursDay shift- Alpha Video & Audio in Eden Prairie, MN is seeking an Accounts Payable Coordinator to enter vendor invoices, code to proper departments, and pay them in a timely and efficient manner. Alpha Video's policy is to pay vendors so we can take advantage of all discounts. Some...
$18.85 per hour
...Job Description Position: Customer Service Specialist. Work at Store #3423, 4901 County Road 101... ...any customer concerns, ensure maximum client satisfaction, stay up-to-date with product... ...to provide a payment, ask for financial information, or sensitive personal information...Full timeContract workFor contractorsWork experience placementLocal areaAfternoon shiftSherwin-Williams
Minnetonka, MN1 day ago- ...: Client Support Specialist I Department: Client Support Reports to: Client Support Manager Department Growth Path: Client Support Specialist... ...with minimal supervision, possesses exceptional client service skills, and can communicate effectively with both technical...Full timeApprenticeshipWork experience placementWork at officeLocal areaImmediate startFlexible hours
Atomic Data
Minneapolis, MN11 days ago - ...Private Wealth Advisor Our client is on a mission to empower... ...customers and communities with smart financial decisions, fostering growth... ...clients in wealth and estate planning, investments, banking, and... .... The team is backed by specialists offering in-depth knowledge in...
Professions
Minneapolis, MN11 hours ago - ...Customer Service Associate At PGA TOUR Superstore, we are always looking for enthusiastic, self-motivated, flexible individuals who will share a passion for helping transform our business. As one of the fastest growing specialty retailers, we are dedicated to hiring...Work at officeFlexible hoursNight shift
PGA TOUR Superstore
Minnetonka, MN4 days ago - ...is responsible for delivering exceptional service to EPCO customers and agents. This role supports... ...tools, to prepare, analyze, and review financial models, reports, and presentations. Ability to move within an office or hybrid workspace to attend meetings, access...For contractorsCasual workWork at office
Engineered Products Company
Minnetonka, MN1 day ago $13 - $17 per hour
...Sales Associate / Customer Service Representative Drybar is a blow dry-only bar and our... ...provide excellent customer service to our clients. Sales Associate / Customer Service... ...Representative Benefits: Competitive compensation plan with potential to make between $13-$17.00...Hourly payLocal areaFlexible hoursShift work$55k - $70k
...Client Support Specialist Points North is looking for a Client Support Specialist... ...North's software as a service (SaaS) certified payroll and... ...medical, dental, and vision plans are available to keep you... ...Depending on the role, remote or hybrid arrangements may be made...Work at officeRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services Specialist - Hybrid Financial Planning. Be the first to apply!
Related searches
- airport customer service agent Minnetonka, MN
- customer service officer Minnetonka, MN
- bilingual customer service representative spanish english Minnetonka, MN
- full time customer service associate Minnetonka, MN
- part time customer service representative work from home Minnetonka, MN
- customer associate Minnetonka, MN
- customer service specialist Minnetonka, MN
- customer support associate Minnetonka, MN
- customer service representative data entry Minnetonka, MN
- client service specialist Minnetonka, MN