Minnesota Licensed Senior Client Associate

Job Summary

Building strong client relationships, the full-time hybrid Senior Client Relationship Associate will manage client onboarding, coordinate complex service needs, and enhance operational efficiency while supporting Wealth Advisors and mentoring team members.

Key responsibilities

• Serve as a subject matter resource for client service operations and mentor Client Relationship Associates
• Build and maintain strong client relationships through proactive communication and exceptional service
• Coordinate and prepare materials for client meetings, managing logistics and leading the onboarding process

Required qualifications

• Bachelor's degree or equivalent experience
• 3+ years of related experience in wealth management or client services
• Experience with account opening and custodial functions
• Proficient in CRM software and Microsoft Office Suite
• Strong interpersonal skills and a desire to provide concierge-quality customer service