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Legacy Wealth Advisors · 18 hours ago

Wealth Management Client Service Associate

Minneapolis, MN

Full-time

Onsite

Mid, Senior Level

$50K/yr - $70K/yr

5+ years exp

North Edge Wealth is a fast-growing Retirement and Investment Planning Firm looking for a Wealth Management Client Service Associate. The Client Service Associate will provide proactive communication and operational support to the Wealth Advisors in servicing and delivering the needs of clients.

Financial Services

Hiring Manager

Andrea B.

Responsibilities

Act as primary point of contact for clients, ensuring they receive high level service and satisfaction

Serve as a primary contact for account openings, client requests and account maintenance

Ensure accuracy and confidentiality in all client records and custodial communications

Collaborate with wealth advisors, operations and compliance to deliver a seamless client experience

Process new accounts, money movements and service requests within process standards with precision and confidentiality

Troubleshoot issues and help identify process improvements across the team

Take on additional responsibilities as needed

Qualification

Financial advisory experienceSeries 766 licensesClient-facing experienceProcess-orientedMicrosoft Office proficiencyDetail-drivenTechnology aptitudeCommunication skillsOrganizational skillsContinuous learning

Required

5+ years previous financial advisory experience, preferably RIA and B/D experience

College degree required

Series 7 and 66 licenses, Series 65 license or willing to obtain within 90 days

Process-oriented, detail-driven, and highly organized

Previous client-facing and service experience required

Ability to monitor and streamline workflows for operational efficiency

Ability to prioritize in a fast-paced environment while maintaining client focus and attention to detail

Strong client service mindset with excellent written and verbal communication skills

Strong technology aptitude and proficiency with Microsoft Office

Strong desire for continuous learning, self-motivated and interested in professional growth

Maintain data integrity across all systems and update as necessary

Preferred

Experience with legal structures and resulting tax implications

Benefits

401K with match

PTO

Company

Legacy Wealth Advisors

At Legacy Wealth Advisors, our goal is to simplify financial planning and money management.

Chaska, Minnesota

2-10 employees

http://www.LWAdvisors.com

Funding

Current Stage

Early Stage

Leadership Team

Brent Romenesko, CFP®

Partner, Wealth Advisor

Geoff Hansen

Partner

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