Wealth Client Services Associate

PowerToFly; Wayzata (MN); On-site; USD 34,320 - 90,000; Full time

Benefits offered by this job

Medical coverage

Dental and vision insurance

401(k) plan

Paid time off

Employee discounts

Job summary

A reputable financial services firm in Wayzata is seeking Registered Client Relationship Analysts to provide exceptional service to clients and support Financial Advisors. The ideal candidate should hold at least a high school diploma and Series 7 and 66 licenses, with two or more years of industry experience preferred. This position involves managing client accounts and facilitating communication, requiring excellent interpersonal skills. The firm offers a competitive salary range of $34,320 to $90,000 annually and a comprehensive benefits package.

Qualifications

• High School Diploma/Equivalency is mandatory.
• A college degree is preferred.
• Active Series 7, Series 66, or Series 63 along with Series 65 is required.
• Two or more years of industry experience preferred.

Responsibilities

• Provide service coverage for Financial Advisor/Private Wealth Advisor teams.
• Assist clients with account-related inquiries and transactions.
• Manage client onboarding and documentation.
• Support client education on digital tools.
• Participate in firm initiatives and training programs.

Skills

Interpersonal skills

Detail oriented

Organizational skills

Client service skills

Time management

Adaptability

Microsoft Office advanced skills

Goal oriented

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7, Series 66 or Series 63 and Series 65

Job description

A reputable financial services firm in Wayzata is seeking Registered Client Relationship Analysts to provide exceptional service to clients and support Financial Advisors. The ideal candidate should hold at least a high school diploma and Series 7 and 66 licenses, with two or more years of industry experience preferred. This position involves managing client accounts and facilitating communication, requiring excellent interpersonal skills. The firm offers a competitive salary range of $34,320 to $90,000 annually and a comprehensive benefits package.