Client Service Associate

4 days ago

Saint Paul, Minnesota, United States Perennial Financial Services Full time

Perennial Financial Services is a rapidly growing wealth management firm dedicated to providing clients with personalized, high-quality financial planning and investment management. We pride ourselves on building long-term relationships based on trust, transparency, and exceptional service – all while being approachable and treating each other with respect. As we continue to expand, we're looking for a motivated and detail oriented professional to join our team.

Position Overview: We are seeking a non-exempt, part-time Client Service Associate to provide day-to-day support for our advisors and clients. This position is ideal for someone who thrives in a client-focused environment, is highly organized and detail oriented, and has a proactive approach to problem-solving.

Responsibilities:

  • Serve as the first point of contact for clients, ensuring welcoming professional experiences
  • Support advisors with client meeting preparation, follow-up, documentation and events
  • Handle account opening, transfers, and maintenance paperwork, ensuring accuracy and timely processing
  • Manage office and team scheduling and calendar coordination
  • Maintain and update client records accurately and efficiently
  • Process deposits, disbursements, and other service-related requests under advisor supervision Assist with preparation of reports, correspondence, and client deliverables Support firm operations through general administrative tasks, including filing, scanning, and office organization
  • Collaborate with team members and contribute solutions to continuously improve client service and operational efficiency Able to successfully work in varied environments, including independently or in a small team, alone or with others, or in slow or high-pressure situations
  • Able to successfully work in varied environments, including independently or in a small team, alone or with others, or in slow or high-pressure situations

Qualifications:

  • Prior experience in financial services, professional services, or administrative support role preferred
  • Strong communication and interpersonal skills with a client-first mindset
  • Excellent attention to detail and organizational skills
  • Ability to prioritize and manage multiple tasks in a fast-paced environment
  • Proficiency with Microsoft Office Suite (Word, Excel, Outlook); familiarity with ClientWorks and RightCapital a plus Bachelor's degree preferred but not required
  • Securities licensing or financial planning certifications a plus (not required)

What We Offer:

  • Salary Range is negotiable with experience, with a starting range of $29K to $65K annually, plus bonus potential
  • A supportive and collaborative team environment with strong and experienced mentors who are dedicated to development and growth within the firm
  • Potential to pursue professional licensing and certifications
  • In office for now with potential for hybrid and/or full-time options in the future

Job Type: Part-time

Pay: $29, $65,250.00 per year

Expected hours: 20 – 32 per week

Work Location: In person

  • Client Advisory Services

    4 days ago

    Saint Paul, Minnesota, United States Olsen Thielen CPA's and Advisors Full time

    Join Our Client Advisory Services (CAS) Team at Olsen ThielenAre you an experienced Accountant looking to make a real impact within a team? Olsen ThielenCo., Ltd, a dynamic and progressive firm with over 100 years of history in the Twin Cities (Roseville, MN and Eden Prairie, MN), is on the lookout for an enthusiastic Accountant to bolster our Client...

  • Market Client Service Representative

    2 weeks ago

    Saint Paul, Minnesota, United States Old National Bank Full time $17 - $28

    OverviewOld National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities...

  • Community Support Service Coordinator

    1 week ago

    Saint Paul, Minnesota, United States Phoenix Service Corporation Full time

    POSITION PURPOSE:The Community Support Service Coordinator is responsible for coordination of person-centered services for individuals and assisting them to successfully living independently in the community by providing support services, coordinating outside supports, and working in collaboration with landlords, case managers and/or other team members. The...

  • Client Advocate I

    5 days ago

    Saint Paul, Minnesota, United States CVS Health Full time

    At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues – caring for...

  • Hybrid Service Coordinator

    2 days ago

    Saint Paul, Minnesota, United States Lutheran Social Service of Minnesota Full time

    Lutheran Social Service MN is a dynamic social service organization serving children, youth and families, people with disabilities, older adults and military veterans.  Trustworthiness is a value and strength shared by our employees and recognized by the communities we serve.  We offer an ALIVE Workplace (Supportive, Positive and Fun) and careers that...

  • Client Success

    5 days ago

    Saint Paul, Minnesota, United States All In One Accounting Full time

    DescriptionAbout Us7-time winner of the 50 Fastest Growing Companies in the Twin Cities, All In One Accounting isthestrategic accounting team for mission-driven nonprofits and growth-minded entrepreneurs.All In One Accounting's thorough and comprehensive set of services move our clients from financial chaos to business clarity and beyond.Simply said, our...

  • Client Relationship Manager

    6 days ago

    Saint Paul, Minnesota, United States Redpath and Company Full time

    Why Redpath?At Redpath, you'll be valued for who you are and supported in where you're going. We've created a culture rooted in trust, teamwork, and genuine relationships, where caring is at the core of how we treat each other and our clients. You'll do meaningful work here with people who bring a positive, solution-focused mindset to every challenge. Our...

  • Client Relationship Manager

    6 hours ago

    Saint Paul, Minnesota, United States Redpath and Company Full time

    Why Redpath?At Redpath, you'll be valued for who you are and supported in where you're going. We've created a culture rooted in trust, teamwork, and genuine relationships, where caring is at the core of how we treat each other and our clients. You'll do meaningful work here with people who bring a positive, solution-focused mindset to every challenge. Our...

  • Supply Chain Services Associate

    4 days ago

    Saint Paul, Minnesota, United States Regions Hospital & RHSC Full time

    Regions Hospital's Supply Chain team focuses on the effective and efficient use of resources to deliver the right product, in the right quantity, at the right time, to the right place throughout the hospital.  The Supply Chain Services Associates assists the Supply Chain department by:Filling and issuing order requests Receiving, stocking, and transporting...

  • Client Relationship Consultant 4

    2 weeks ago

    Saint Paul, Minnesota, United States U.S. Bank Full time $32,110 per year

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide,...