In-Office Financial Services Client Relations Lead

Lakeside HR Group; Saint Louis Park (MN); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

401(k)

Paid time off

Paid company holidays

Job summary

Lakeside HR Group is recruiting a Client Relationship Manager – Financial Services for an established financial planning practice in Saint Louis Park, MN. This full‑time, in‑office role supports advisors, opens new accounts, gathers information, and maintains client records.

You will use Salesforce-based CRM and Microsoft Office to coordinate client needs, communicate proactively, and ensure accurate documentation. Prior wealth management experience is preferred.

Qualifications

• Experience in financial services, wealth management, banking, or related fields.
• Ability to open and process client accounts and documentation.
• Comfort with proactive client outreach and thorough documentation.

Responsibilities

• Support financial advisors with day-to-day client and account needs.
• Open and process new client accounts and documentation.
• Communicate with clients to obtain information for accounts and planning.
• Proactively follow up with clients to fulfill service needs.
• Provide ongoing case and administrative support to advisors.
• Maintain client and account information in internal systems.
• Coordinate with team to handle requests accurately and efficiently.

Skills

Client-focused

Financial services experience

Wealth management knowledge

Direct client communication

Strong interpersonal skills

Detail-oriented

Organizational skills

Team collaboration

CRM usage

Microsoft Office proficiency

Tools

Salesforce CRM

Microsoft Office

Outlook/Teams

Broker-dealer platforms

Job description

Lakeside HR Group is recruiting a Client Relationship Manager – Financial Services for an established financial planning practice in Saint Louis Park, MN. This full‑time, in‑office role supports advisors, opens new accounts, gathers information, and maintains client records.

You will use Salesforce-based CRM and Microsoft Office to coordinate client needs, communicate proactively, and ensure accurate documentation. Prior wealth management experience is preferred.