Garry Executive Search ยท 3 hours ago
Registered Client Associate
Edina, MN
Full-time
Hybrid
Entry Level
$65K/yr - $85K/yr
2+ years expGarry Executive Search is partnering with a leading independent RIA in the Twin Cities seeking a Registered Client Associate to join their growing team. The Client Relationship Associate plays a key role in ensuring clients receive the highest standard of care and professionalism. Responsibilities include serving as a primary point of contact for client requests, ensuring accuracy of records, and collaborating with advisors to enhance client experiences.
Staffing & Recruiting
Hiring Manager
Mark Garry
Responsibilities
Serve as a primary point of contact for client requests, paperwork, and account maintenance
Ensure accuracy, timeliness, and confidentiality across all client records and custodian communications
Collaborate closely with advisors and operations to deliver a seamless client experience
Process new accounts, transfers, and service requests with strong attention to detail
Troubleshoot issues and help identify opportunities to improve workflows and client service processes
Qualification
Required
2+ years of experience in wealth management, client service, or financial operations
Willingness to complete Series 65 within the first year required if not currently registered
Proficiency with Microsoft Office Suite and strong overall technology aptitude
Excellent verbal and written communication skills
A professional, empathetic, and detail-oriented approach to supporting client relationships
Preferred
Series 65 license preferred
Benefits
401(k) with match
Medical, dental, and vision coverage
Generous PTO and paid holidays
Professional development support, including licensing and continuing education
Collaborative, team-oriented culture with strong leadership and long-term stability
Company
Garry Executive Search
At Garry Executive Search, we specialize in providing comprehensive recruitment solutions tailored specifically to the wealth management industry.
0-1 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase