Client Service Associate

Accredited Investors Wealth Management®; Edina (MN); On-site; USD 56,000 - 98,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) with employer contributions and

Paid parental leave

Paid volunteer time

Life Insurance

Job summary

Accredited Investors Wealth Management® is seeking a full-time Client Service Associate in Minnesota who thrives in a fast-paced, collaborative environment and is eager to build a long-term career in independent wealth management. You will support Wealth Managers with account openings, maintenance, and client inquiries, manage data in the CRM, and coordinate tasks across teams.

A minimum of 2 years in a similar role and strong communication skills are essential.

Qualifications

• Minimum of 2 years of experience as a Client Service Associate or similar role in financial services.
• Strong attention to detail and accuracy.
• Excellent verbal and written communication skills.

Responsibilities

• Support and collaborate with Wealth Managers on establishing new accounts.
• Handle account maintenance and money movements.
• Respond to client inquiries and service requests in a timely manner.
• Maintain and update client data in the CRM and provide internal updates.

Skills

Client Service

Communication

Organization

Time management

CRM

Microsoft Office

Education

High school diploma or GED, associate or bachelor’s degree preferred

Tools

Microsoft Office

Job description

Accredited Investors Wealth Management® is seeking a full-time Client Service Associate (CSA) who is a quick learner with a high level of curiosity and a desire to contribute to a growing team. The ideal candidate has exceptional attention to detail, values a team-based, fast-paced, collaborative working environment and culture, and is committed to building a long-term successful career within an independent advisory firm.

Who We Are

We are a high-performing group of 60+ team members who are passionate about delivering exceptional service for our clients and being a sought-after place to work. Founded in 1987, Accredited is focused on delivering industry leading wealth management services to over 600 families, providing an invaluable service by pairing the breadth and depth of our collective financial planning expertise with a thorough knowledge of our clients’ lives. Fiercely independent and 100% owned by a group of actively engaged employee shareholders, Accredited manages approximately $4.4 billion of investment assets as of 12/31/2025.

We demonstrate our commitments – to our clients, our colleagues, and our community – through our values, culture, and mindset:

Values-Based

Our values are embedded within our work through our deep relationships with our clients, connection and camaraderie with colleagues, philanthropic contributions, and sustainability efforts within our community.

Culture-Focused

The Cultural Constitution from which we operate at Accredited isn’t meant to be aspirational; it’s practiced in our daily work. By actively applying gratitude and compassion, and functioning as one team, we strive to influence the future of our firm through our core values.

Curiosity-Minded

We are building a diverse team of individuals who are comfortable asking questions, not simply answering them.

Who You Will Work With

You and the other Client Service Associates will share responsibilities in supporting and collaborating with Wealth Managers on various ongoing tasks, including establishing new accounts, account maintenance, money movements, client questions, service requests, and other matters. You will partner with CSA and Wealth Management team members to provide industry leading service to current and prospective clients. You will also work with respective client teams to facilitate the onboarding process for new clients, ensuring a smooth transition for the clients and Accredited.

Who Will Be Successful

One who takes initiative: You will lead coordination, processing, and servicing for a number of account types, such as individual, joint, trust, IRA, 529, and more. You’ll engage in special projects or assignments as needed, working with partners to solve complex issues that may arise.

An effective communicator: You will build trusted client, advisor, and vendor relationships through a commitment to timeliness, accuracy, effective communication, and an engaging interpersonal style. You will be responding to daily communications regarding account maintenance and other intra-day account servicing responsibilities.

Regarded as reliable and organized: You will operate from and utilize a CRM system for daily tasks; tracking and documenting client data and providing internal updates to assigned work. At times, you will provide back-up and support to other client service team members, delegating work when necessary.

A strategic project coordinator: You will demonstrate the ability to manage complex, longer-term client initiatives with a focus on alternative investments. Success in this role requires project coordination skills, proactive communication, and a collaborative approach to cross-functional teamwork. You will coordinate resources, establish milestones, ensure alignment with firm-wide objectives, and deliver superior service for clients in the area of alternative investments.

What You Offer

• Minimum of 2 years of experience as a Client Service Associate or similar role at a financial advisory firm
• A pleasant, professional, and positive demeanor
• Exceptional oral, written, and interpersonal communication skills
• Excellent organizational and time management skills with consistent follow-through
• Ability to prioritize multiple tasks at one time in a fast-paced environmenti>
• Strong project coordination skills, including the ability to manage timelines, collaborate across teams, and move multi-step client initiatives
• Sound technology skills and adaptability to new systems
• Resourcefulness and ability to independently resolve questions and issues
• Flexibility in an environment of complexity and change
• Motivation, a team-oriented approach, and commitment to providing a superior level of client service
• Self-discipline with commitment to quality, attention to detail, and accuracy
• Unwavering ethics and commitment to “doing the right thing”
• Adherence to Accredited’s strict compliance and confidentiality standards
• High school diploma or GED, associate or bachelor’s degree preferred
• Experience with custodians Fidelity and Schwab preferred but not required
• Proficiency in Microsoft Office, including Word, Excel, Outlook, and PowerPoint

What We Offer

Accredited Investors Wealth Management® offers a competitive compensation and comprehensive benefits package designed to support employees professionally and personally.

Our core benefits include medical, dental, vision, disability, and life insurance, along with a 401(k)-plan featuring generous employer contributions and match. We also offer enhanced benefits including pet insurance; adoption and fertility assistance; financial support for professional development and certifications; personal financial and investment planning services; charitable match; and a marketplace-leading time-off allowance, including paid parental and grandparental leave, and paid volunteer time.

Employees enjoy a recently renovated, sustainably focused, beautifully appointed workplace with thoughtfully designed collaboration spaces, a fitness center, pickleball courts, outdoor patio, state-of-the-art technology, electric vehicle charging stations, and amenities that enhance our work environment.

Accredited is committed to promoting diversity and inclusion in our hiring process and is proud to be an equal opportunity employer. We welcome qualified applicants without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity or expression), national origin, genetics, disability, age, veteran status, and any other characteristic protected by federal, state, or local laws.

Estimated Total Compensation Opportunity

$60,000 to $98,000, based on experience, skills, and qualifications, including a base salary of $56,000 to $91,000 and annual firm-wide profit sharing.

Annual firm-wide profit sharing is calculated as a percentage of eligible base salary earnings and is subject to meeting the firm's growth, profitability, and plan provisions. The maximum profit-sharing payout is up to 7.5% of eligible earnings through five years of service and up to 15% thereafter.