Client Service Associate
US$70,000 – US$85,000 / yr base salary
Posted 30 Sep 2026
Advertised as “Client Service, Senior Associate ”
BranchFactor Summary
The original posting with the fluff stripped out
- Expected experience
- 3+ yrs
- Management level
- People management
| Base salary | US$70,000 – US$85,000 / yr |
|---|
CertificationsSeries 65
Who We Are
We believe in making a meaningful difference by focusing on what truly matters to our clients. With a 27-year history of consistent growth and success, we are an independent wealth and asset management firm with over $15 billion in assets under management. With a team of over 135 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning.
About the Role
We are looking to add an experienced Senior Associate to our new and growing Client Service team in Minneapolis. This role is ideal if you are passionate about and focused on remarkable client service, ensuring smooth operations, and the ability to handle complex project management with strong attention to detail in the wealth management space. This opportunity is ideal for someone who has an entrepreneurial spirit and would be excited to be part of helping build out our MN office. We are committed to your professional development and offer a path for career advancement within the organization.
Key Responsibilities
- Client Service & Operations Excellence: Exhibit mastery of client service operations, ensuring the smooth execution of processes related to client portfolios, account management, and project oversight
- Onboarding & Implementation: Lead the new client onboarding process, managing the implementation of accounts and services, and ensuring all related actions are completed with precision
- Relationship Management: Develop and nurture strong, long-term relationships with clients by providing high-touch service and proactively addressing their needs. Independently handle non-Advisor-related inquiries, including administrative support, and money movements
- Mentorship & Leadership: Serve as a trusted mentor to new Associates, leading training initiatives and fostering professional growth within the team
- Collaboration & Process Improvement: Spearhead and participate in a collaborative group with your peers to regularly review and discuss topics related to client communication, streamlining processes, and promoting best practices
Qualifications and Skills
- Bachelor’s degree required
- Series 65 (or equivalent) or ability to obtain upon hire within 6 months
- 3+ years of client service experience in the financial services industry
- Ability to handle confidential information with discretion and integrity