Client Experience Specialist — Wealth Management

NorthRock Partners, LLC.; Minneapolis (MN); On-site; USD 66,000 - 90,000; Full time

Benefits offered by this job

ESOP

Retirement plans

Tuition reimbursement

Healthcare/dental/vision coverage

Paid Time Off (PTO)

Job summary

NorthRock Partners, LLC is seeking a Client Service professional to serve as a consistent point of contact for clients and their families, supporting financial planning and lifestyle service needs with proactive coordination. The ideal candidate thrives in a fast-paced, professional environment and is known for discretion, technical aptitude, and follow-through.

The role requires discretion, strong communication, and collaboration with Advisors and internal teams to maintain accurate client

Qualifications

• Bachelor’s degree or equivalent relevant experience.
• Minimum of 2 years of related professional experience, preferably in finance or wealth management.
• Working knowledge of financial planning, insurance, tax services, estate planning, or related disciplines.
• Strong project management and organizational skills with the ability to prioritize and meet deadlines.
• Excellent written and verbal communication skills with professionalism and discretion.
• Experience with CRM systems (Salesforce preferred) and strong proficiency in Microsoft Office and mobile technology.
• Must be authorized to work in the United States.
• Successful completion of a credit and criminal background check is required.

Responsibilities

• Deliver high-touch service and timely support to clients and families in alignment with firm service standards.
• Partner with Advisors and internal teams to coordinate and execute financial planning, lifestyle, and administrative service requests.
• Maintain accurate, up-to-date client records in CRM (Salesforce), including documentation of interactions and service outcomes.
• Gather, review, and interpret client documentation to respond to inquiries and facilitate account updates.
• Coordinate directly with clients’ external professionals, including attorneys, accountants, and custodians.
• Support special projects and custom client service initiatives by organizing materials, tracking deliverables, and managing timelines.
• Collaborate with peers to identify process improvements and advance operational best practices.
• Manage digital and physical client files in compliance with regulatory and internal data retention requirements.
• Adopt new technologies and participate in training programs to enhance service efficiency and technical expertise.

Skills

Client-focused

Detail-oriented

Collaborative

Education

Bachelor’s degree

Tools

Salesforce

Microsoft Office

Mobile technology

Job description

NorthRock Partners, LLC is seeking a Client Service professional to serve as a consistent point of contact for clients and their families, supporting financial planning and lifestyle service needs with proactive coordination. The ideal candidate thrives in a fast-paced, professional environment and is known for discretion, technical aptitude, and follow-through.

The role requires discretion, strong communication, and collaboration with Advisors and internal teams to maintain accurate client