Client Service Associate

NorthRock Partners; 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

• Client-focused: You take pride in delivering high-touch, responsive service and building trusted relationships with clients and their families
• Detail-oriented: You maintain accuracy across documentation, systems, and follow-through while managing multiple priorities
• Collaborative: You enjoy partnering with Advisors and internal teams to deliver seamless, integrated client experiences

The Role

We’re looking for a service-oriented, detail-driven professional to join our Client Service team. In this role, you’ll serve as a consistent point of contact for clients and their families, supporting financial planning and lifestyle service needs through proactive coordination and execution. The ideal candidate thrives in a fast-paced, professional environment and is known for discretion, technical aptitude, and follow-through.

What You’ll Do

• Deliver high-touch service and timely support to clients and their 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

What You Bring

• Bachelor’s degree from an accredited institution 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 a high degree of 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

The estimated base salary range for this role is $66,000 – $90,000 per year. Compensation is based on job-related knowledge, skills, experience, and geographical work location. Many roles are also eligible for variable pay such as bonuses, commissions, and/or long-term incentives.

Benefits Include a company-funded ESOP, strong retirement plans, tuition reimbursement, comprehensive healthcare/dental/vision coverage, and generous Paid Time Off (PTO).

About NorthRock Partners

At NorthRock Partners, we help people reach their potential through impactful advice. Our Personal Office model integrates financial and lifestyle guidance tailored to each client’s unique goals.

We’re proud to be an equal opportunity employer and are committed to providing reasonable accommodation during the application process. Contact [e-mail] for assistance.