Wealth Client Services Associate — High‑Touch Growth

CCM ADMINISTRATIVE SERVICES LLC; Minnetonka (MN); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Comprehensive benefits package

401(k) retirement plan

Equity in Cresset

Job summary

CCM ADMINISTRATIVE SERVICES LLC in Minnetonka is seeking an Associate for Private Wealth Client Services, focusing on high-net-worth families. This role involves delivering exceptional client service, managing account maintenance, and supporting onboarding processes. Candidates should possess a bachelor's degree in finance or a related field and have at least 2 years of experience in financial services.

We offer a competitive salary of $75,000 to $100,000 along with a comprehensive benefits package, including medical and retirement plans.

Qualifications

• 2+ years of experience in financial services, ideally supporting high-net-worth clients.
• Strong attention to detail and ability to manage multiple priorities.
• High level of professionalism and discretion.

Responsibilities

• Serve as a primary point of contact for client service and operational needs.
• Support client onboarding and account maintenance.
• Maintain accurate client records in Salesforce.

Skills

Attention to detail

Client service orientation

Proficiency in Microsoft Office

Communication skills

Problem-solving

Education

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

Tools

Salesforce

Microsoft Office

Job description

CCM ADMINISTRATIVE SERVICES LLC in Minnetonka is seeking an Associate for Private Wealth Client Services, focusing on high-net-worth families. This role involves delivering exceptional client service, managing account maintenance, and supporting onboarding processes. Candidates should possess a bachelor's degree in finance or a related field and have at least 2 years of experience in financial services.

We offer a competitive salary of $75,000 to $100,000 along with a comprehensive benefits package, including medical and retirement plans.