Senior Client Service Associate — Remote, High Autonomy

Garry Executive Search; Minnetonka (MN); Hybrid; USD 75,000 - 95,000; Full time

Benefits offered by this job

Health insurance

Profit sharing & 401(k)

Flexible PTO + paid holidays

Long-term & short-term disability

Life insurance

Job summary

Garry Executive Search is retained by a well-established wealth management firm in the Twin Cities to recruit a Sr. Client Service Associate who will support a growing advisory practice.

You will work closely with leadership to provide high-touch client service, handle day-to-day account openings, and manage a variety of retirement and investment accounts in a hybrid, autonomy-friendly environment. The role emphasizes independent, ownership-driven work with a focus on medical professionals

Qualifications

• Active Series 7 and 66 (or Series 65) securities licenses required.
• Prior securities or wealth management client service experience strongly preferred.
• RIA background preferred over broker-dealer, since most day-to-day work sits on the advisory side.
• Organized, accurate, and detail oriented, with strong verbal and written communication skills.

Responsibilities

• Provide high-touch, superior client service to a sophisticated, high-net-worth book of business, interacting directly with clients by phone and in person
• Support day-to-day account opening and servicing for investment, insurance, annuity, and retirement plan accounts
• Process account trades and other transactions as directed by the advisor (with proper licensure)
• Work across both advisory and brokerage business, given the firm's hybrid registration
• Prepare information for client meetings and manage documentation and follow-up tasks afterward
• Maintain the client relationship database and account files in accordance with compliance and record retention policies
• Coordinate with the broker/dealer and other service providers to resolve issues and ensure an efficient workflow
• Identify and implement process improvements, taking ownership of service quality and performance standards with increasing autonomy over time

Skills

High-touch client service

Microsoft Office

Verbal and written communication

Independent worker

Job description

Garry Executive Search is retained by a well-established wealth management firm in the Twin Cities to recruit a Sr. Client Service Associate who will support a growing advisory practice.

You will work closely with leadership to provide high-touch client service, handle day-to-day account openings, and manage a variety of retirement and investment accounts in a hybrid, autonomy-friendly environment. The role emphasizes independent, ownership-driven work with a focus on medical professionals