Client Associate/Senior Client Associate

2 months ago

Minneapolis, United States Insperity Full time
Job DescriptionJob Description Description & Requirements

Client Associate/Senior Client Associate

Are you passionate about building lasting client relationships and making a meaningful impact in wealth management? At Parr McKnight Wealth Management Group, we seek a dedicated Client Associate or Senior Client Associate to join our team.


We are more than just a wealth management firm-we're trusted partners dedicated to helping individuals, families, and professionals achieve their financial aspirations and live their best lives. With deep expertise and a commitment to personalized service, we specialize in addressing diverse and complex financial needs.

Why Join Us?

  • Family-Oriented Culture: Become part of a close-knit team where camaraderie and client relationships come first.
  • Professional Growth: We encourage lifelong learning and provide continuous training, mentorship, and support.
  • Competitive Benefits: Enjoy a comprehensive benefits package and a work environment that values work-life balance.
  • Unique Client Experience: Join a team known for creating lasting client connections, celebrating milestones, and delivering exceptional client service.


Who You Are?

  • Client-focused and relationship-driven
  • Analytical, proactive, and detail-oriented
  • Thrives in a fast-paced environment and capable of managing multiple priorities
  • A natural problem-solver who is adaptable, innovative, and self-motivated
  • Comfortable with technology, including CRM systems and Microsoft Office

Plus, we work to maintain the best environment for our employees, where people can learn and grow with the company. We strive to provide a collaborative, creative environment where everyone feels encouraged to contribute to our processes, decisions, planning, and culture.

As the Client Associate/Senior Client Associate, you will deliver exceptional service to high-net-worth clients by managing critical needs, handling complex account operations, and supporting customized financial planning. You'll build strong, long-term relationships, be a trusted point of contact, and ensure seamless client experiences. With excellent organizational and financial skills, you'll thrive in a fast-paced environment, prioritizing tasks to uphold our commitment to unparalleled client satisfaction.

Qualifications:

  • 3+ years of experience in a client service role within wealth management or financial services
  • Bachelor's degree in Finance, Business, or a related field preferred
  • Proficiency with CRM systems and financial software
  • Series 65 and 66 licenses preferred
  • Solid written and verbal communication skills, with the ability to explain complex topics clearly

Your responsibilities as the Client Associate/Senior Client Associate will include:

  • Client Relationship Management: Serve as the primary contact for clients, providing prompt, personalized support for inquiries and addressing issues related to accounts, statements, transactions, and service requests.
  • Strategic Relationship Building: Build and maintain strong client relationships by understanding their values and goals and acting as a trusted advisor who can communicate complex financial matters.
  • Account Management & Financial Coordination: Handle all aspects of client accounts, from openings to transfers and ongoing maintenance. Assist with documentation, trading requests, and account monitoring while preparing tailored investment reports and presentations.
  • Operational Expertise: Work closely with custodians, vendors, and internal teams to ensure seamless account maintenance, including transfers, distributions, and cash management.
  • Exceptional Client Experiences: Proactively enhance client interactions by celebrating milestones and recognizing life events, delivering a personalized service that makes clients feel valued.

Let's achieve success together

If you're ready to join a collaborative, family-oriented culture that encourages professional growth and values each team member's contributions, apply today to take your career to the next level and be part of a team that makes a difference.

We are an equal opportunity employer that welcomes and encourages diversity in the workplace. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.


#PRO


#ZCL

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