Client Service Associate jobs in United States
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echo ยท 4 hours ago

Client Service Associate

positionMinneapolis, MN
timeFull-time
remoteOnsite
seniorityMid, Senior Level
date3+ years exp

Echo is a leading wealth management firm located in the Twin Cities, and they are seeking a Sr Client Service Associate to join their dynamic team. The role involves delivering meeting preparation materials, acting as the main point of contact for clients, and participating in client onboarding and servicing activities.

Staffing & Recruiting
Hiring Manager
John Mantz
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Responsibilities

Deliver advisor-ready meeting prep and follow up materials
Represent the firm and advisor practices by partnering with internal and external business partners
Act as the main point of contact for assigned clients
Play a role in client onboarding, servicing, meetings, and follow-up as necessary

Qualification

Wealth management experienceSeries 65 certification

Required

3+ years of wealth management client service experience
Series 65 or willingness to obtain

Company

echo

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Echo is your trusted growth and talent partner, dedicated to elevating your organization's success.
dateFounded in 2020
location
Saint Louis Park, Minnesota, US
people-size11-50 employees
web-link
http://www.echosearchgroup.com

Funding

Current Stage
Early Stage

Leadership Team

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Amit Bhatia
Co-Founder | Executive Recruiter | Partner
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Daren Miller
Executive Recruiter I Partner
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Company data provided by crunchbase