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Financial Advisor Financial Services Wealth Management

Hybrid Wealth Client Onboarding & Service Lead

Job in Woodbury, Washington County, Minnesota, USA
Listing for: Wealth Enhancement Group
Full Time position
Listed on 2026-01-26
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services, Wealth Management
Job Description & How to Apply Below
A leading wealth management firm in Woodbury, Minnesota, seeks a Sr. Client Service Associate to ensure effective onboarding and servicing of high-net-worth clients. The role requires 5+ years of financial industry experience, strong communication skills, and proficiency in administrative processes. Successful candidates will enhance client relationships in a supportive team environment with flexible hybrid work arrangements. Competitive salary and benefits are offered.
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