Private Wealth Client Services Director (Equity Eligible)

CCM ADMINISTRATIVE SERVICES LLC; Minnetonka (MN); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) retirement plan

Health savings accounts

Equity in company

Job summary

CCM ADMINISTRATIVE SERVICES LLC is seeking an Associate Director for Private Wealth Client Services in Minnetonka, MN. The role requires over 5 years of experience managing high-net-worth client relationships, focusing on providing comprehensive banking solutions.

The ideal candidate will manage onboarding, investment strategies, and collaborate with clients to enhance service delivery. The position offers a competitive salary between $90,000 and $110,000, along with a comprehensive benefits package.

Qualifications

• 5+ years of financial services experience with ultra-high-net-worth clients.
• Experience with Fidelity and Schwab custodial platforms is a plus.
• Proven ability to handle confidential information with discretion.

Responsibilities

• Manage client relationships on multi-custodial platforms.
• Create and implement customized onboarding experience for high-net-worth clients.
• Identify new technology and opportunities to enhance client experience.

Skills

Client relationship management

Attention to detail

Communication skills

Problem-solving

Financial services experience

Multitasking

Creativity and innovation

Strategic thinking

Education

Bachelor’s degree in Business, Finance, or related field

Tools

Salesforce

Microsoft Office (Word, Excel, PowerPoint, Outlook)

Job description

CCM ADMINISTRATIVE SERVICES LLC is seeking an Associate Director for Private Wealth Client Services in Minnetonka, MN. The role requires over 5 years of experience managing high-net-worth client relationships, focusing on providing comprehensive banking solutions.

The ideal candidate will manage onboarding, investment strategies, and collaborate with clients to enhance service delivery. The position offers a competitive salary between $90,000 and $110,000, along with a comprehensive benefits package.