Client Service Associate | Edina, Minnesota

Reference Number: HRJ6521
Location: Edina, Minnesota

Judson Group has partnered with a comprehensive wealth management firm in the search for a Client Service Associate. This is a support role ensuring an exceptional client experience. The ideal candidate has client service experience working with HNW wealth management clients and strong attention to detail.

Responsibilities:

  • Helping with the flow of operations to offer a highest level of customer service.
  • Managing the client onboarding process for HNW clients.
  • Maintain regular client communication, attend client meetings, and handle client service process.
  • Participate in maintenance of client accounts including account opening and compliance reviews.
  • Prepare client meeting materials and custom reporting.

Requirements:

  • Bachelor’s Degree preferred.
  • 3+ years’ experience with a financial services or RIA firm working with HNW clients.
  • Experience successfully completing paperwork for new accounts, handling client requests, and meeting/event coordination.
  • Excellent technology skills: Typing proficiency, Word, Excel, PowerPoint a must.
  • Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.
  • High degree of customer service, confidentiality and urgency.

Compensation:
Competitive base salary, strong incentive program, and attractive benefits

Location:
Edina, Minnesota

Reference Number: HRJ6521

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