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Advisor Services: Client Onboarding Specialist

Job in Bloomington, Hennepin County, Minnesota, USA
Listing for: Elevation Point
Full Time position
Listed on 2026-03-06
Job specializations:
  • Administrative/Clerical
  • Business
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Bloomington, Minnesota is seeking an Advisor Services Associate to support financial advisors and their clients. This role includes preparing account documents, managing service requests, and ensuring accurate data entry. Candidates should have a Bachelor's degree and at least 3 years of experience in an administrative or client services role. Proficiency in Microsoft Office tools is also required.

If you possess strong organizational skills and attention to detail, we encourage you to apply.
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