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Financial Services Accounting & Finance

Client Services Pro & Paraplanner

Job in Rochester, Olmsted County, Minnesota, 55905, USA
Listing for: Threadneedle group
Full Time position
Listed on 2026-03-07
Job specializations:
  • Finance & Banking
    Financial Services, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 45000 - 90000 USD Yearly USD 45000.00 90000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Rochester, MN is seeking a Client Service Specialist/Paraplanner. The role involves supporting Financial Advisors with trades, managing client data, and performing clerical duties. Candidates require a Bachelor's degree, relevant licenses, and 1-2 years of experience. A positive attitude and effective communication skills are essential. The position offers a competitive salary range of $45,000 to $90,000 per year in a full-time capacity, within a supportive and inclusive work environment.
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