Wealth Management Client Service Associate

Wealth Management Client Service Associate Wealth Management Client Service Associate

Job Description
Wealth Management Client Service Associate
Bloomington, MN 55431 | $60,000–$65,000 annually |

Schedule:

Full-time, 100% in-office
POSITION OVERVIEW
An independent wealth management firm is seeking a Wealth Management Client Service Associate to support its Advisors and clients with account administration, client onboarding, service requests, and day-to-day operational needs.

This position is intended for someone who already has direct experience supporting Financial Advisors or Wealth Advisors. General banking, insurance, customer service, or administrative experience alone will not qualify.

• Support Financial Advisors with daily client service and account administration.
• Open and maintain brokerage, advisory, retirement, and trust accounts.
• Process account transfers, distributions, deposits, money movement, and beneficiary changes.
• Collect, review, and submit required client documentation.
• Assist with client onboarding and account-opening paperwork.
• Prepare meeting materials, reports, and investment-review packages.
• Communicate with clients regarding routine account needs and outstanding documentation.
• Coordinate with custodians and internal partners to resolve account issues.
• Maintain accurate client records in CRM and portfolio-management systems.
• Track open service requests through completion.

• 2+years of direct wealth management experience.
• Experience supporting Financial Advisors, Wealth Advisors, or Private Wealth teams.
• Experience must come from an RIA, broker-dealer, private wealth firm, investment advisory firm, or wealth management division of a bank
  .
• Hands-on experience with account opening and maintenance, account transfers, distributions, money movement, beneficiary updates, and client documentation.
• Willing and able to work 100% in-office in Bloomington, Minnesota
  .
• Able to obtain the FINRA Series 7 and Series 66 within nine months of hire
  .

This position is intended for someone who already has direct experience supporting Financial Advisors or Wealth Advisors. General banking, insurance, customer service, or administrative experience alone will not qualify.

• Support Financial Advisors with daily client service and account administration.
• Open and maintain brokerage, advisory, retirement, and trust accounts.
• Process account transfers, distributions, deposits, money movement, and beneficiary changes.
• Collect, review, and submit required client documentation.
• Assist with client onboarding and account-opening paperwork.
• Prepare meeting materials, reports, and investment-review packages.
• Communicate with clients regarding routine account needs and outstanding documentation.
• Coordinate with custodians and internal partners to resolve account issues.
• Maintain accurate client records in CRM and portfolio-management systems.
• Track open service requests through completion.

• 2+years of direct wealth management experience.
• Experience supporting Financial Advisors, Wealth Advisors, or Private Wealth teams.
• Experience must come from an RIA, broker-dealer, private wealth firm, investment advisory firm, or wealth management division of a bank
  .
• Hands-on experience with account opening and maintenance, account transfers, distributions, money movement, beneficiary updates, and client documentation.
• Willing and able to work 100% in-office in Bloomington, Minnesota
  .
• Able to obtain the FINRA Series 7 and Series 66 within nine months of hire
  .

MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at
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Published: 8/8/2026

Type:
Direct Hire

Category:
General Operations

At MOHR Talent, your progress is our passion. We are a national, minority-owned firm committed to empowering diverse talent. Our team provides personalized, growth-driven solutions whether you are looking for a new career move or eager to drive your enterprise further.

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