Wealth Client Services Specialist
$45k - $83kBMO U.S.
A leading financial institution in Minneapolis, Minnesota, is seeking a candidate to assist Private Wealth Advisors and manage client relationships. The role involves preparing business proposals, conducting market research, and ensuring high-quality service standards. Ideal applicants have 3-5 years of relevant experience and proficiency in financial planning. This position offers a salary range of $45,000.00 to $83,000.00 and requires strong communication and analytical skills. #J-18808-Ljbffr BMO U.S.
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Wealth Client Services Specialist in Minneapolis, MN vacancy
$28 - $35 per hour
Thrivent Financial is seeking a Licensed Client Service Administrator in Minnetonka, MN. This full-time role focuses on supporting wealth advisors through client services, including handling trade orders and managing account information. Candidates should have securities...SuggestedFull time$30.77 - $45.67 per hour
Temporary Tax and Wealth Planning Client Service Specialist (Legal Administrative Assistant) Job Category : Legal Administrative Asst Requisition Number : TAXAN003212 Posted: May 8, 2026 Full-Time On-site Locations Showing 1 location Minneapolis, MN 55402, USA Description...SuggestedHourly payFull timeContract workTemporary workWork experience placement- A leading financial advisory firm is searching for a Client Account Specialist who values professionalism and enjoys helping others. This full-time... ...role requires at least 2 years of experience in a personal wealth management context, communication proficiency, and a Series...SuggestedFull time
- ...Financial Advisors is searching for a Client Account Specialist (CAS) who shares our firm’s values and... ...truly enjoys helping others. As a client service role, key attributes expected from... ...and Experience: 2+ years of personal wealth management industry experience Series...SuggestedFull timeWork at officeLocal area
- ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...Suggested
$45k - $50k
...schedules are aligned to time zones for service; some flexibility may be required. Training... ...away, volunteer days, and more. Summary Client’s Advisor Support team provides high-quality... ...SIE exam. Experience with Envestnet / Wealth Management Platform. Bachelor’s degree in...Full timeWork experience placementInternshipWork at officeShift work$49.7k - $81.65k
Client Service Specialist - Inside Sales page is loaded## Client Service Specialist - Inside Salesremote type: Hybridlocations: Minneapolis, MNtime type: Full timeposted on: Posted 30+ Days Agojob requisition id: JR101432**By joining Bio-Techne, you’ll join a company with...Temporary workInternshipWork at officeWorldwideFlexible hours- Bio-Techne is seeking a Client Service Specialist in Minneapolis to achieve best-in-class customer experience for Cell and Gene Therapy accounts. The role involves supporting the Business Development team, preparing sales quotes, and maintaining relationships with customers...
$85k - $100k
AdvisorSync Specialist (Client Service Administrator for AdvisorSync) Base pay range $85,000.00/yr - $100,000.00/yr Primary Purpose: In your role... ...and support for clients, and client meetings on the Cetera Wealth Services (CWS) or AdvisorNet Wealth Partners (RIA)...16 hoursFull timeTemporary workWork at officeImmediate startWork from home$52.8k - $63k
Join to apply for the Client Services Specialist role at MEDITECH . This role focuses on supporting healthcare professionals with clinical and financial applications related to patient care and enterprise health records. As a member of our Client Services team, your responsibilities...Full timeWork at officeRemote workVisa sponsorship$52.5k - $70.4k
Client Service Specialist, PC page is loaded## Client Service Specialist, PClocations: Minneapolistime type: Full timeposted on: Posted Todayjob requisition id: R0000831**Job Description:**We are looking to add a **Client Service Specialist** to join our **Property Casualty...Full timeWork experience placementWork at office$20 per hour
We are seeking an enthusiastic and customer-focused Client Specialist to join our Deposit Services team in Glen Lake. In this role, you will serve as the face of the bank as the initial welcoming contact for clients and provide superior customer service while processing...Hourly payTemporary workLocal areaMonday to Friday$20 per hour
A financial institution seeks an enthusiastic Client Specialist for its Deposit Services team. You will serve as the initial contact for clients, providing superior service while managing transactions. Requires strong interpersonal skills and customer service experience...- RENOVA ONE is seeking a Client Service Specialist in Plymouth, Minnesota. This role involves being a primary contact for clients, ensuring timely and accurate responses to inquiries, coordinating service requests, and resolving issues effectively. The ideal candidate will...Work at office
- Yourcaptive is seeking a Client Service Specialist in Minneapolis, MN to join our Property Casualty team. This role requires a high school diploma, ideally with 0-1 year experience in customer service, and an active Property Casualty Insurance agent’s license. The position...
- MILL ROCK PACKAGING INC. in Saint Paul is seeking a Client Service Specialist to manage customer orders for their folded carton packaging operation. This role involves order management, production planning, and coordination with internal teams to ensure smooth operations...
$70k - $142k
Overview Husch Blackwell LLP is a full-service litigation and business law firm with multiple... ...across the United States, serving clients with domestic and international operations... ...considered for a Senior Client Delivery Specialist role. This is a continuous job opening...Full timeTemporary workWork at officeFlexible hours- ...you’ll feel right at home here. Curious? Learn more at you'll make an impact:We are seeking a proactive and detail-driven Client Service Specialist to join our team, supporting a fast-paced folded carton packaging operation. This cross-functional role bridges customer...
$49k - $91.3k
Client Specialist - Business Insurance National Accounts Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen... ...offices across North America, we combine the personalized service model of a local consultant with the global resources of the...Minimum wageLocal areaNight shift- ...Advisor in Minnetonka, Minnesota. The ideal candidate will possess at least 2 years of relevant experience in financial services, including client acquisition and relationship management. Responsibilities include delivering personalized investment solutions, understanding...
- ...high school diploma, at least 1+ years of related experience, and proficiency in Microsoft Office. Responsibilities include nurturing client relationships, supporting RFP processes, and dedicated teamwork to meet organizational goals. This position offers great benefits...Work at officeFlexible hours
- A leading financial services firm in Minneapolis is seeking a Private Client Advisor. In this role, you will offer comprehensive financial planning and advice, focusing on building client relationships and delivering tailored investment solutions. Candidates should have...
$18 - $21 per hour
Tlc-Cat-Clinic in Plymouth, MN, is seeking a Client Service Representative to provide exceptional service. Responsibilities include managing reception, handling payments, scheduling appointments, and ensuring client satisfaction. Ideal candidates will have a high school...Hourly payFlexible hours- Brief Description Client Services Specialist serves as a key point of contact for clients, ensuring exceptional service through accurate quoting, order processing, and issue resolution. This role works within the client services team, supports cross‑functional collaboration...
- Horizon Air - Airport Team We are looking for team members to move guests and their belongings from curb to cabin, creating remarkable experiences along the way. Whether customer-facing or behind the scenes, we want individuals who are welcoming, adaptable, and capable ...Full timePart timeReliefFlexible hoursNight shift
- Mnhomecare is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients in Minnesota. In this role, you will focus on client acquisition while emphasizing relationship management over portfolio management. Candidates should have...
- ...A leading payroll service provider is seeking a Payroll & Client Service Specialist to deliver high-quality payroll and technical support. The ideal candidate should have strong technical ability within the UKG Ready platform and excellent communication skills. This fully...Remote work
Insurance Office of America
Saint Paul, MN12 hours ago - Miga Solutions, located in Plymouth, MN, is looking for a Sales and Client Services Coordinator to support their Client Experience Team. The ideal candidate will assist in preparing sales quotes, manage client deliverables, and interact directly with hospital clients. Strong...Work at office
$43k
Threadneedle group is seeking a Client Service Representative in Minneapolis, Minnesota. This full-time position focuses on educating clients about RiverSource products, including managing inbound and outbound calls related to contract surrenders. Required qualifications...Full timeContract work- At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Services Specialist. Be the first to apply!
Related searches
- customer service representative csr Minneapolis, MN
- customer retention representative Minneapolis, MN
- service representative Minneapolis, MN
- client retention specialist Minneapolis, MN
- bilingual customer support specialist Minneapolis, MN
- customer service associate remote Minneapolis, MN
- customer service representative ii Minneapolis, MN
- international customer service representative Minneapolis, MN
- employee relations assistant Minneapolis, MN
- full time customer service representative work from home Minneapolis, MN