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Client Success Associate Wealth Advisory

Job in Eden Prairie, Hennepin County, Minnesota, 55344, USA
Listing for: Boulay Group
Full Time position
Listed on 2026-02-03
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 56000 - 82000 USD Yearly USD 56000.00 82000.00 YEAR
Job Description & How to Apply Below
Position: Client Success Associate for Wealth Advisory
A financial services firm is seeking a Client Relationship Associate in Eden Prairie, Minnesota. The role involves providing exceptional client service, working closely with Wealth Advisors to manage client relationships. Ideal candidates will hold a college degree and have 1-2 years of client service experience, with strong attention to detail and excellent communication skills. The position offers a competitive salary between $56,000 and $82,000, with hybrid working options and a comprehensive benefits package including medical, dental, 401k, and flexible working hours.
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Position Requirements
10+ Years work experience
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