Client Service Associate & Office Experience Coordinator

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

Job summary

NorthRock Partners, LLC. is seeking a Client Experience Associate to support day-to-day client service, onboarding, meeting prep, and office coordination.

You will ensure accurate client records, respond to inquiries, and assist with events in partnership with Marketing and Client Experience teams. The role demands strong communication, organization, and follow-through in a fast-paced financial services environment.

Qualifications

• Bachelor’s degree required.
• 1–2+ years of experience in financial services, wealth management, or a related client service role.
• Proven ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Strong communication across in-person, phone, and email interactions.

Responsibilities

• Prepare advisor-ready meeting materials, follow-up documentation, and client communications.
• Maintain accurate client records in CRM systems such as Salesforce.
• Collect and interpret client documents to support service requests and inquiries.
• Support client onboarding, servicing, meeting execution, and post-meeting follow-up.
• Collaborate with Client Service Associates to refine processes and improve efficiency.
• Represent the NorthRock brand in client and internal interactions.

Skills

Communication skills

Time management

Multi-tasking

Education

Bachelor’s degree

Tools

Salesforce CRM

Microsoft Office

Apple iOS

Job description

• Service-Minded: You are passionate about creating high-touch, personalized client experiences
• Detail-Oriented: You take pride in accurate data, polished materials, and thoughtful follow-through
• Collaborative: You work well across teams and enjoy improving processes that support clients and advisors

The Role

We’re looking for a client-focused professional to join our Client Experience team. In this role, you’ll support day-to-day client service, meeting preparation, office coordination, onboarding, and servicing processes that help deliver a seamless and personalized client journey. The ideal candidate thrives in a fast-paced, professional office environment and is known for strong communication, organization, and follow-through.

What You’ll Do

• Prepare advisor-ready meeting materials, follow-up documentation, and client communications
• Maintain accurate and up-to-date client records in CRM systems such as Salesforce
• Collect and interpret client documents to support service requests and respond to client inquiries
• Support client onboarding, servicing, meeting execution, and post-meeting follow-up
• Collaborate with fellow Client Service Associates to refine processes and improve operational efficiencies
• Represent the advisor and NorthRock brand in client and internal interactions
• Create high-touch, personalized client experiences and contribute to service excellence
• Greet clients, schedule appointments, and maintain a welcoming and professional office environment
• Coordinate and support client acquisition and appreciation events in partnership with Marketing and Client Experience teams
• Act as a client concierge for high-value relationships, partnering with advisors to deliver exceptional service
• Partner with the Minneapolis Manager of Office Experience to support the overall office experience
• Support advisors with administrative tasks such as travel booking, email management, calendar management, and task management, as needed

What You Bring

• Bachelor’s degree from an accredited college or university
• 1-2+ years of experience in financial services, wealth management, or a related client service role
• Familiarity with financial planning, insurance, tax services, estate planning, executive compensation, cash flow management, or accounting is highly valued
• Proven ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Strong communication skills across in-person, phone, and email interactions
• Proficiency in Microsoft Office and Apple iOS mobile systems; strong general technology aptitude
• CRM experience preferred, such as Salesforce
• 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. This role may also be eligible for variable pay.

Benefits include a company-funded ESOP, strong retirement plans, tuition reimbursement, comprehensive healthcare/dental/vision coverage, and generous PTO.

About NorthRock Partners

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

NorthRock Partners is proud to be an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law.

We are committed to providing reasonable accommodation throughout the application and employment process. For assistance, contact [e-mail].