Wealth Management Client Services Specialist

Mohr Talent; Minneapolis (MN); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

401(k) with company match

Vacation days

Personal days

Annual bonus

Medical, Dental, Vision, Life

Job summary

Mohr Talent is seeking a Wealth Management Client Service Associate in Minneapolis to support a busy advisory team. This in-person, full-time role involves opening and maintaining brokerage and trust accounts, processing trades, preparing client materials, and ensuring an outstanding client experience.

The ideal candidate holds FINRA Series 7 and 66 (or can obtain within 9 months) with 2+ years supporting advisors.

Qualifications

• Current FINRA Series 7 and Series 66 (or ability to obtain both within 9 months of hire).
• 2+ years supporting Financial Advisors, Wealth Advisors, or Private Wealth teams in a wealth management, brokerage, bank, or RIA environment.
• Working knowledge of brokerage, advisory, retirement, and trust account administration.
• CRM, portfolio management, or custodial systems experience preferred.

Responsibilities

• Support Advisors with client relationship management and day-to-day service delivery.
• Open and maintain brokerage, advisory, retirement, and trust accounts, including transfers, money movement, beneficiary updates, and documentation.
• Execute and process securities transactions in line with firm and regulatory guidelines.
• Prepare client meeting materials, reports, investment review packages, and follow-up correspondence.
• Coordinate with custodians and internal partners to resolve account inquiries and service requests.
• Maintain accurate client records in CRM and portfolio management systems.
• Support client onboarding and help drive an exceptional overall client experience.

Skills

FINRA Series 7

FINRA Series 66

Wealth advice support

CRM experience

Portfolio management systems

Education

FINRA Series 7

FINRA Series 66

Tools

CRM systems

Portfolio management systems

Custodial systems

Job description

Mohr Talent is seeking a Wealth Management Client Service Associate in Minneapolis to support a busy advisory team. This in-person, full-time role involves opening and maintaining brokerage and trust accounts, processing trades, preparing client materials, and ensuring an outstanding client experience.

The ideal candidate holds FINRA Series 7 and 66 (or can obtain within 9 months) with 2+ years supporting advisors.