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Wealth Management Client Services Specialist

Job in Edina, Hennepin County, Minnesota, USA
Listing for: Accredited Investors Wealth Management®
Full Time position
Listed on 2026-01-16
Job specializations:
  • IT/Tech
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading independent advisory firm in Edina, Minnesota is seeking a full-time Client Service Associate. The ideal candidate will have exceptional communication and organizational skills, with a strong focus on client service. Responsibilities include supporting Wealth Managers and managing account tasks. Benefits include medical insurance, 401(k) plans, and profit-sharing opportunities. This role provides a collaborative and fast-paced working environment where you can build a successful career.
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