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Job Overview
Employment Type
Full-time
Compensation
Salary
Range $62,000.00 - $90,000.00
Work Schedule
Standard Hours
Benefits
employer-paid health insurance
Profit sharing
Bonus opportunities
Career stability
Team-oriented environment
Job Description
Avenica partners with a relationship-focused wealth management firm located in Minneapolis, MN, that is actively seeking a Client Service Associate to join their collaborative advisory team. This firm is a professional wealth management company dedicated to delivering exceptional client service through personalized attention and trust-based relationships. Known for fostering a culture of professionalism, integrity, and long-term connections, both with clients and employees, this company offers a stable and rewarding career environment. The position is based in-office in Minneapolis, Minnesota, with a comprehensive compensation package estimated to range from $80,000 to $90,000 plus additional bonuses and profit sharing opportunities. This includes... Show More
Job Requirements
- Associate's degree in business or related field
- 3+ years of financial services experience
- strong attention to detail and accuracy
- excellent written and verbal communication skills
- professional client service mindset
- proficiency with Microsoft Office
- ability to manage multiple priorities in a fast-paced environment
Job Qualifications
- Associate's degree in business or related field
- 3+ years of financial services experience
- strong attention to detail and accuracy
- excellent written and verbal communication skills
- professional client service mindset
- proficiency with Microsoft Office
- ability to manage multiple priorities in a fast-paced environment
- experience with CRM and portfolio reporting systems (e.g., Black Diamond, Advisor Engine) preferred
- experience supporting financial advisors or wealth management teams preferred
Job Duties
- Support advisors with client relationship management and service requests
- open and maintain client accounts
- process transfers, wires, journals, and money movements
- prepare reports and meeting materials for client review meetings
- maintain CRM records and ensure accurate client documentation
- monitor client activity and follow up on outstanding items
- coordinate and schedule client meetings and communications
- reconcile daily downloads and maintain reporting systems (e.g., Black Diamond)
- assist with portfolio maintenance and data accuracy
- collaborate with team members to improve workflows and operational processes
- maintain and update procedures and operational documentation
- serve as a professional liaison between advisors and clients
Job Qualifications
Experience
Mid Level (3-7 years)
Job Location
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