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Client Relationship Manager

Client Management Specialist: Onboarding & Insights

Job in Minneapolis, Hennepin County, Minnesota, 55400, USA
Listing for: Threadneedle group
Full Time position
Listed on 2026-01-19
Job specializations:
  • Customer Service/HelpDesk
    Client Relationship Manager
Job Description & How to Apply Below
A financial planning firm in Minneapolis is seeking a Client Service professional to manage onboarding and ongoing support for clients. In this role, you will handle client queries, collaborate with internal teams, and oversee client communications. Ideal candidates will have 1-3 years of experience in client service within financial institutions, strong communication, and analytical skills, along with proficiency in Salesforce and Excel.

This position offers the opportunity to improve processes and coordinate client projects.
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