Wealth Management Client Service Associate

MOHR Talent; Richfield (MN); On-site; USD 65,000 - 80,000; Full time

Job summary

MOHR Talent in Richfield, MN is seeking a Wealth Management Client Service Associate to support Advisors and deliver responsive, high-quality service to clients. This is an excellent early-career opportunity for someone with wealth-management, brokerage, banking, or financial-services experience who wants a long-term career in private wealth management.

You will handle daily client-service tasks, accounts opening and maintenance, transfers, and prepare materials for meetings while coordinating

Qualifications

• Prior wealth-management, brokerage, banking, financial-services, or Advisor-support experience.
• Strong client-service and communication skills.
• Excellent attention to detail and organization.
• Ability to manage multiple requests while protecting client confidentiality.
• Interest in developing deeper investment and wealth-management knowledge.
• Ability to work onsite in the Minneapolis–Bloomington area.

Responsibilities

• Support Advisors with daily client-service and account needs.
• Assist with opening and maintaining brokerage, advisory, retirement, and trust accounts.
• Process transfers, distributions, money movement, beneficiary changes, and related documentation.
• Prepare client-meeting materials, reports, and follow-up items.
• Coordinate with internal teams and custodial partners to resolve client requests.
• Maintain accurate client information and track service items through completion.

Skills

Wealth-management experience

Client service

Attention to detail

Communication skills

Multitasking

Job description

Wealth Management Client Service Associate

Richfield, MN | $65,000–$80,000 + Benefits | Onsite

An established independent wealth-management firm is seeking a Wealth Management Client Service Associate to support its Advisors and provide responsive, high-quality service to clients.

This is an excellent opportunity for someone with early wealth-management, brokerage, banking, or financial-services experience who wants to build a long-term career in private wealth management.

What You’ll Be Doing

• Support Advisors with daily client-service and account needs.
• Assist with opening and maintaining brokerage, advisory, retirement, and trust accounts.
• Process transfers, distributions, money movement, beneficiary changes, and related documentation.
• Prepare client-meeting materials, reports, and follow-up items.
• Coordinate with internal teams and custodial partners to resolve client requests.
• Maintain accurate client information and track service items through completion.

What We’re Looking For

• Prior wealth-management, brokerage, banking, financial-services, or Advisor-support experience.
• Strong client-service and communication skills.
• Excellent attention to detail and organization.
• Ability to manage multiple requests while protecting client confidentiality.
• Interest in developing deeper investment and wealth-management knowledge.Ability to work onsite in the Minneapolis–Bloomington area.

Preferred Qualifications

• Experience with brokerage or advisory accounts.
• Exposure to account opening, transfers, or money movement.
• Securities licenses or interest in completing licensing.

Why This Opportunity

• Join an established independent wealth-management organization.
• Gain direct exposure to Advisors, clients, and comprehensive wealth services.
• Build valuable account-administration and investment-service experience.
• Opportunity to grow professionally as experience and licensing increase.

This position is ideal for a detail-oriented financial-services professional who wants greater responsibility, meaningful client interaction, and a long-term career in wealth management.

MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at [e-mail]