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
$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- 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
$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- ...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...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$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$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$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... ...and advisors. Meticulously managing and organizing client documentation...Monday to Friday- 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
$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$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... ...clients 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- RBC Capital Markets, LLC in Minneapolis seeks a Client Associate/Registered Client Associate to support financial advisors and serve... ...records, with opportunities to grow through training and development within Wealth Management. #J-18808-Ljbffr RBC Capital Markets, LLC
- ...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
- ...Client Services Support Associate An employer is seeking a highly skilled client services support associate to join one of our largest national... ...Windows-based software products including Word, Excel and Outlook Salesforce contact management experience Minnesota JobsContract 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- ...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... ...confidence. Client Support Associate As the Client Support Associate...H1bWork at officeImmediate startWork from homeVisa sponsorship1 day 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 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$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$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- ...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 time
- ...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...
- ...Description The JP Morgan Private Bank Client Center Team leads the operation of the... ...operations teams. Your role will involve managing the Client Center reservation books, overseeing... ...About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading...Flexible hours
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our... ...and delivering extraordinary customer service while maintaining a strong commitment to... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...
$45k - $65k
...(United States) About Us: As a coordination-focused services company dedicated to supporting clients with scheduling, reservations, and service-related needs... ...of organization and attention to detail Ability to manage multiple tasks in a structured, remote environment Basic...Remote workFlexible hours- ...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
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