Wealth Onboarding & Client Services Associate

Alerus Financial; Grand Forks (ND); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive salary

Benefits package

Paid time off

Career development

Financial wellness tools

Volunteer program

Donation match

Job summary

Alerus Financial is seeking a Wealth Associates to support Wealth Advisors by onboarding new clients, managing documentation, and coordinating service delivery to help clients achieve their financial wellness goals. This role emphasizes teamwork, client service, and accurate CRM upkeep in a dynamic wealth management environment.

You will collaborate with product specialists, document interactions in the CRM, and assist with day-to-day transactions while ensuring account health and regulatory

Qualifications

• Associate's degree in finance or related field or equivalent work experience.
• 2 years of experience working with clients and CRM.
• Strong organizational, time management, and problem-solving skills and the ability to multi-task.
• Self-motivated, team-oriented, and passionate about improving client's financial wellness, with the ability to maintain professionalism under stress.
• Proven client service abilities with strong verbal/written communication.

Responsibilities

• Facilitate the onboarding process for new clients, ensuring all necessary documentation is complete and service expectations are set.
• Collaborate with wealth advisors, product specialists, and other team members to meet client needs and achieve their financial goals.
• Provide prompt and effective communication to client inquiries, document interactions in the CRM, and keep advisors informed of any updates.
• Ensure that all necessary client documentation is collected, retained, and compliant with company policies and regulatory requirements.
• Handle day-to-day transactions, including deposits, distributions, transfers, and account maintenance, while maintaining accuracy and attention to detail.
• Regularly review accounts for compliance, overdrafts, and necessary maintenance, taking action as appropriate to ensure account health.
• Work on building a general understanding of basic financial planning concepts including depository products, investments, lending, and insurance protection planning.

Skills

CRM experience

Client service

Communication skills

Organizational skills

Teamwork

Problem solving

Education

Associate's degree in finance or related field

Tools

CRM software

Job description

Alerus Financial is seeking a Wealth Associates to support Wealth Advisors by onboarding new clients, managing documentation, and coordinating service delivery to help clients achieve their financial wellness goals. This role emphasizes teamwork, client service, and accurate CRM upkeep in a dynamic wealth management environment.

You will collaborate with product specialists, document interactions in the CRM, and assist with day-to-day transactions while ensuring account health and regulatory