Client Service Specialist – Wealth Management

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 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.