Wealth-Management Client Services Associate (Licensed)

MOHR Talent; Edina (MN); On-site; USD 80,000 - 100,000; Full time

Job summary

MOHR Talent in Edina, MN is seeking an experienced Registered Client Service Associate to provide high-level support to Financial Advisors and their clients, handling complex account-service needs and delivering a highly personalized client experience.

The role requires five+ years in wealth-management or related advisory support, active FINRA Series 7 and Series 66 licenses, and onsite work in the Minneapolis–Bloomington area. Salary ranges from $80,000 to $100,000 plus benefits.

Qualifications

• Five or more years of wealth-management, brokerage, RIA, private-bank, or direct Advisor-support experience.
• Active FINRA Series 7 and Series 66 licenses.
• Strong experience with brokerage and advisory account administration.
• Knowledge of transfers, distributions, money movement, and client documentation.
• Polished client communication and relationship-management skills.
• Ability to work onsite in the Minneapolis–Bloomington area.

Responsibilities

• Serve as a primary contact for routine client-service and account needs.
• Open and maintain brokerage, advisory, retirement, and trust accounts.
• Manage account transfers, distributions, money movement, beneficiary updates, and supporting documentation.
• Process securities transactions in accordance with firm procedures and regulatory requirements.
• Prepare investment-review materials and coordinate meeting follow-up.
• Partner with Advisors, operations teams, and custodial contacts to resolve account issues.

Skills

Wealth-management experience

Series 7 license

Series 66 license

Client relationship management

Tools

Wealth-management CRM

Portfolio systems

Custodial systems

Job description

MOHR Talent in Edina, MN is seeking an experienced Registered Client Service Associate to provide high-level support to Financial Advisors and their clients, handling complex account-service needs and delivering a highly personalized client experience.

The role requires five+ years in wealth-management or related advisory support, active FINRA Series 7 and Series 66 licenses, and onsite work in the Minneapolis–Bloomington area. Salary ranges from $80,000 to $100,000 plus benefits.