Wealth Associate: Client Onboarding & Support

Alerus; Grand Forks (ND); On-site; USD 42,000 - 68,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) and ESOP

Job summary

Alerus is seeking a Wealth Associates to support Wealth Advisors by onboarding new clients, coordinating documentation, and driving client service excellence in our Grand Forks office. You will work with product specialists and team members to fulfill client needs and advance financial wellness goals.

The role emphasizes accurate processing of deposits and transfers, diligent CRM documentation, and ongoing client communication to sustain strong relationships.

Qualifications

• Experience supporting wealth advisors and clients in financial services.
• Strong communication and interpersonal skills for client interactions.
• Ability to manage multiple tasks and deadlines with accuracy.
• Familiarity with CRM platforms and documentation practices.

Responsibilities

• Facilitate onboarding for new clients and set service expectations.
• Collaborate with wealth advisors and product specialists to meet client needs.
• Provide timely responses to client inquiries and document interactions in CRM.
• Ensure all client documentation is collected and compliant with policies.
• Handle deposits, distributions, transfers, and account maintenance with accuracy.
• Review accounts for compliance, overdrafts, and required maintenance.
• Develop a basic understanding of financial planning concepts.

Skills

CRM experience

Client service

Organizational skills

Communication skills

Education

Associate's degree in finance or related field

Tools

CRM software

Job description

Alerus is seeking a Wealth Associates to support Wealth Advisors by onboarding new clients, coordinating documentation, and driving client service excellence in our Grand Forks office. You will work with product specialists and team members to fulfill client needs and advance financial wellness goals.

The role emphasizes accurate processing of deposits and transfers, diligent CRM documentation, and ongoing client communication to sustain strong relationships.