Private Wealth Client Services Associate

Mohr Talent; Richfield (MN); On-site; USD 65,000 - 80,000; Full time

Job summary

Mohr Talent is seeking a Wealth Management Client Service Associate in Richfield, MN to support Advisors and deliver responsive, high-quality service to clients.

Ideal candidates will have early wealth-management, brokerage, banking, or financial-services experience and are eager to build a long-term career in private wealth management through account administration, transfers, and client communication.

Qualifications

• Experience in wealth-management, brokerage, banking or financial services.
• Strong client-service and communication skills.
• Excellent attention to detail and organization.
• Ability to handle multiple requests while protecting client confidentiality.
• Interest in developing deeper investment and wealth-management knowledge.
• Ability to work onsite in the Minneapolis–Bloomington area.

Responsibilities

• Support Advisors with daily client-service and account needs.
• Assist with opening and maintaining brokerage, advisory, retirement, and trust accounts.
• Process transfers, distributions, money movement, beneficiary changes, and related documentation.
• Prepare client-meeting materials, reports, and follow-up items.
• Coordinate with internal teams and custodial partners to resolve client requests.
• Maintain accurate client information and track service items through completion.

Skills

Wealth-management exposure

Client-service

Communication

Attention to detail

Organization

Confidentiality

Investment knowledge interest

Onsite work requirement

Job description

Mohr Talent is seeking a Wealth Management Client Service Associate in Richfield, MN to support Advisors and deliver responsive, high-quality service to clients.

Ideal candidates will have early wealth-management, brokerage, banking, or financial-services experience and are eager to build a long-term career in private wealth management through account administration, transfers, and client communication.