Wealth Associate — Client Onboarding & Support

Alerus

Grand Forks (ND)

On-site

USD 55,000 - 75,000

Full time

14 days+

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Job summary

Alerus in Grand Forks, North Dakota is seeking a Wealth Associate to support Wealth Advisors by onboarding new clients, coordinating documentation, and guiding clients through product choices to help them achieve their financial wellness goals. This role contributes to a team focused on integrity, client service, and thoughtful financial planning.

You will collaborate with wealth advisors, product specialists, and other team members to meet client needs, provide prompt communication, and keep

Qualifications

Associate's degree in finance or related field or equivalent work experience.
2 years of experience working with clients and CRM.
Strong organizational, time management, and problem-solving skills and the ability to multi-task.
Self-motivated, team-oriented, and passionate about improving client's financial wellness, with the ability to maintain professionalism under stress.
Proven client service abilities with strong verbal/written communication.

Responsibilities

Facilitate the onboarding process for new clients, ensuring all necessary documentation is complete and service expectations are set.
Collaborate with wealth advisors, product specialists, and other team members to meet client needs and achieve their financial goals.
Provide prompt and effective communication to client inquiries, document interactions in the CRM, and keep advisors informed of any updates.
Ensure that all necessary client documentation is collected, retained, and compliant with company policies and regulatory requirements.
Handle day-to-day transactions, including deposits, distributions, transfers, and account maintenance, while maintaining accuracy and attention to detail.
Regularly review accounts for compliance, overdrafts, and necessary maintenance, taking action as appropriate to ensure account health.
Work on building a general understanding of basic financial planning concepts including depository products, investments, lending, and insurance protection planning.