Wealth Management Client Associate
UBS Financial Services Inc.
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. Ideal candidates will possess a Bachelor’s degree, preferably with experience in the finance sector. The role requires excellent communication skills and attention to detail. UBS offers a competitive salary and a variety of benefits. #J-18808-Ljbffr
$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...SuggestedPart time- Sanctuary Wealth Group LLC is seeking a Client Associate for its Minnetonka, MN office. This hybrid role involves supporting client onboarding and managing account maintenance requests while ensuring a high-quality client experience. Ideal candidates will have 4+ years...SuggestedWork at officeFlexible hours
$75k - $95k
Part-Time Client Associate (Wealth Management) Location: Carlson Towers, Minnetonka, MN Type: Hybrid (2-3 days/week in office preferred) Experience: 4+ years of Wealth Management Experience Schedule: Approximately 20 to 30 hours per week; open to flexibility based on...SuggestedFull timePart timeWork at officeFlexible hours2 days per week3 days per week$25 - $37 per hour
...Job Opportunity Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services... .... Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...SuggestedHourly paySeasonal workWork at officeShift workDay shift$55k - $70k
Wealth Management Client Service Associate Support the client service experience of a Top 25 Twin Cities CPA & Wealth Management firm—where relationships, responsiveness, and operational excellence matter. DSB Rock Island is hiring a Wealth Management Client Service Associate...SuggestedWork at office- ...RBC in Minneapolis is seeking a Client Associate/Registered Client Associate to support financial advisors and assist clients. This... ...opportunities for career progression and development within RBC Wealth Management. The ideal candidate will possess strong communication and...
$25 - $44 per hour
Job Summary This position provides client service support to multiple Financial Advisors, serving as the primary point of contact for... ...policies and procedures to support operational excellence, risk management, and client protection. Identify, deepen, and maintain client...Hourly paySeasonal workWork at officeShift workDay shift$25 - $44 per hour
...Merrill Wealth Management Job Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products... .... Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$40k - $60k
0000050176 RBC Capital Markets, LLC is seeking a Client Associate/Registered Client Associate in Minneapolis to support financial advisors and clients. This role involves building relationships, managing account inquiries, and ensuring compliance standards are met. The...$55k - $65k
...ensure tasks are met and exceeded? We’re looking for a Client Service Associate to: provide a best-in-class client experience through active... ...Wayzata Your team You’ll be working as part of Private Wealth Management in our Wayzata, MN office. We help ultra high net worth...Full timeWork at officeFlexible hours$38.1k - $57k
...Stifel strives for a culture that puts its clients and associates first: a culture where everyone... ...the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee... ...like a start-up. We are a global wealth management and investment banking firm...Work at officeFlexible 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 and our clients. As a Client Associate/Registered Client Associate, become a trusted resource...Full timeFlexible hours$35k - $55k
...Job Description What is the opportunity? Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to...Full timeFlexible hours$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...Work at office2 days per week3 days per week$34.32k - $90k
...reputable financial services firm in Wayzata is seeking Registered Client Relationship Analysts to provide exceptional service to clients... ...years of industry experience preferred. This position involves managing client accounts and facilitating communication, requiring...$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...Work at office- ...serve a select group of high-net-worth client families through a personalized, Family... ...grow, we're adding a Client Operations Associate / Manager to our team. This isn't a back-office role... ...of operations experience in an RIA, wealth management, or financial services environment...Work at office
$54k - $72k
...Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.... ...job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them as people...- ...Client Service Associate Luminate Bank is more than a bankwe're Banking Brighter by making financial... ..., tailored lending options, and wealth-building strategies empower you to take... ...accurately and in a timely manner Manage account maintenance requests, including...Work at officeFlexible hours
$50.1k - $82.8k
...operational service support and ensures the delivery of exceptional client experiences. Resolves client problems in a prompt and effective... ...measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk...Contract workPart timeWork experience placementWork at officeLocal areaImmediate start$16 per hour
...TravisMathew Client Associate TravisMathew is a premium apparel brand that exists because we seized an opportunityand we're inviting you to take yours. Back in 2007, we saw there weren't many companies whose clothing bridged the gap between performance and lifestyle...Hourly paySeasonal workWeekend workAfternoon 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
$120k - $200k
...Job Description Are you an ambitious attorney eager to become a Managing Attorney at an established, multi-state law firm without... ...staff (with support from our HR department) to managing cases and clients. Lead business development efforts, working closely with Firm Co...Work at officeRemote work$120k - $200k
...Minnesota with real autonomy and growth potential. Step into a managing attorney opportunity much earlier than the traditional law firm... ...office growth and performance. Make a real impact for injured clients while helping shape a growing practice from the ground up. Location...Full timeWork at officeLocal areaRelocationRelocation package$200k - $250k
...Australia-Employment is seeking a skilled M&A Associate Attorney in Minneapolis, MN, to manage corporate transactional matters. The firm provides competitive compensation ranging from $200,000 to $250,000 annually. As part of a collaborative team, you will lead transactions...- ...Job Overview A law firm seeks an Associate Attorney in Plymouth, MN. This role focuses on consumer collection litigation, requiring effective caseload management and representation of creditor clients across the state. The position offers a flexible work environment for...Work from homeFlexible hours
- ...an experienced Personal Injury Litigation Attorney to join their team in Minneapolis, MN. This role offers the opportunity to help clients obtain justice while contributing to a growing office. The ideal candidate will have a Juris Doctor, an active Minnesota license, and...Work at office
$30.86 - $38.58 per hour
...Avivo employees do this every day, and we want you to join the team. At Avivo, our employees work with utter commitment to their clients, embracing the full person, believing in the dignity of all people. Why This Role Matters Avivo Village provides a safe, stable...Hourly payAll shiftsFlexible hoursShift workNight shiftAfternoon shift$195k - $235k
...Senior Client Advocate The Senior Client Advocate provides strategic relationship management, taking advantage of our specialized industry experience and unparalleled market know how, to craft strategies for clients to quantify, mitigate, and transfer risk. If you...Full timeTemporary workLocal areaVisa sponsorshipWork visaFlexible hours$27.97 - $46.18 per hour
A global healthcare organization is seeking a Family Advocate Program Coordinator in Hopkins, MN. This role involves providing spiritual care and emotional support to patients and families facing critical conditions. You'll collaborate with medical teams and lead educational...Hourly payFull time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Client Associate. Be the first to apply!
- identity management Wayzata, MN
- management opportunity Wayzata, MN
- entry level management training Wayzata, MN
- construction management full time Wayzata, MN
- construction management part time Wayzata, MN
- sales management training program Wayzata, MN
- director managed services Wayzata, MN
- entry level asset management Wayzata, MN
- sales management training program - entry level Wayzata, MN
- IT performance management Wayzata, MN

