Wealth Management Client Services Associate
UBS
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
$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$55k - $65k
...just in the business of helping clients with their financial goals -... .... Job Description Strand & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC, is seeking a motivated... ...coordinate meetings with clients. Manage advisor calendars and meeting...SuggestedFull timePart timePrivate practiceWork at officeFlexible hours2 days per week3 days per week$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...SuggestedFlexible hours- ...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...SuggestedFull timeWork at officeMonday to Friday
$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- ...professional who thrives in a high-touch client service environment — someone who takes... ...pathway into a financial advisor or wealth management role. Please do not apply if you're seeking... ...* About the Role As a Client Service Associate, you'll be at the heart of the client...Work at office
- ...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...Seasonal workWork at officeWork from homeShift workDay shift
$25 - $44 per hour
...verify any critical information before relying on it. Wealth Management Client Associate The insights provided are generated by AI and may contain... ...wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- ...Position Description Title: Client Service Associate Reports to: Client Service Manager Benefits: Yes Location: Minnetonka, MN Status: Full time About... ...Group The Advocate Group is a planning-centric wealth management firm that provides financial planning...Full timeInternshipFlexible hours
$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- ...years of rich history and recognition for service and excellence in the Financial... ...industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented... ..., as well as the ability to organize, manage, and track multiple, detailed tasks...Work experience placementWork at office
$65k
...Salary: $65,000+ Role Summary The Client Service Associate (CSA) provides operational and client... ...Financial Planning/Client Account Management workflows and our Client Account Managers... ...of experience in financial services, wealth management, brokerage operations, or...Full timeLocal areaImmediate startMonday to Friday$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- ...Merrill Wealth Management Position Merrill Wealth Management is a leading provider of comprehensive... ...and investment products and services for individuals, companies, and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...Seasonal workWork at officeWork from homeShift workDay shift
- ...We’re looking for a Client Services Associate to join our mobile clinic team — someone who’s compassionate, detail-oriented and excited to make a difference in the lives of pets and their people. As a Client Services Associate, you’ll be a key member of our mobile clinic...Full timeShift workAfternoon shift
$133.37k - $156.9k
...attorney to join the Law Division’s Wealth Management & Investment Services legal team to support U.S. Bank’s... ...standing with the appropriate state bar association or other appropriate state attorney... ...years of legal experience advising clients on matters related to personal...Full timeLocal area3 days per week- ...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 office
$40k - $60k
...What 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 timeFlexible hours$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 advisors... ..., people, organizational, and client service skills Attention to detail coupled with the...Full timeFlexible hours$65k - $85k
...Client Relations Associate at GFI-Team Ikigai About Us Welcome to GFI-Team Ikigai, an organization devoted... ...clients and facilitating exceptional service. Your role encompasses nurturing... ...understanding of client relationship management. Entrepreneurially-minded professionals...Full timePart timeFlexible hours- ...RBC Wealth Management is seeking a Client Associate/Registered Client Associate to support financial advisors and clients in Minneapolis. The role emphasizes... ...or equivalent experience, 2+ years in customer service, and licenses (Series 7/66 or 63/65) or commitment to...
$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$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 timeFlexible hours- ...Private Wealth Advisor Our client is on a mission to empower customers and communities with smart financial decisions, fostering growth and... ...and client-focused environment. In their Private Wealth Management division, significant investments are being made to...
$51.6k - $70.95k
...We are re-defining the fleet management industry to be people first,... ...on our promise of a superior client experience. This takes hard work... ...We're looking for an Associate, Client Success - Fleet Coach... ...client and Element's products and services. You will manage client requests...Local area- ...Ameriprise Financial’s Strand & Associates private wealth practice seeks a motivated Client Service Associate to join the team. The role blends client-facing responsibilities with behind-the-scenes financial planning support, ideal for an organized and proactive professional...Private practice
$60k - $75k
...Customer Operations Manager Our client is seeking a Customer Operations Manager to serve as a key liaison between customers, partners, and... ...and cross-functional coordination to ensure an exceptional service experience. The ideal candidate is highly organized, detail...Work at officeLocal areaMonday to Friday$170k - $210k
...estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented... ...Sciences account, delivering integrated facilities management (IFM) solutions. This executive leader anticipates client...Full timeContract workLocal areaRemote work$60k - $92k
...Description Job Description Boulay Wealth Management helps entrepreneurs, business... ...estate, and wealth planning services. Our collaborative team partners closely with clients to deliver personalized... ...Senior Client Relationship Associate , you'll play a vital role...Work at officeRemote workWork from homeFlexible hours$90k - $125k
...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... ...in the details.You are able to manage multiple projects and ensure timely delivery...Work at officeLocal areaVisa sponsorship
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