Client Relationship Associate

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This range is provided by Garry Executive Search. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$65,000.00/yr - $90,000.00/yr

Annual Bonus

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Garry Executive Search is partnering with a leading independent RIA in the Twin Cities seeking a Client Relationship Associate to join their growing team.

This firm has built its reputation on integrity, trust, and long-term client advocacy. It consistently ranking among the most respected independent wealth management firms in the region. The Client Relationship Associate plays a key role in ensuring clients receive the highest standard of care, accuracy, and follow-through.

You’ll be part of a collaborative advisory team supporting high-net-worth clients, ensuring all account activity, documentation, and service needs are handled with precision and professionalism.

• Serve as a primary point of contact for client requests, paperwork, and account maintenance
• Ensure accuracy, timeliness, and confidentiality across all client records and custodian communications
• Collaborate closely with advisors and operations to deliver a seamless client experience
• Process new accounts, transfers, and service requests with strong attention to detail
• Troubleshoot issues and help identify opportunities to improve workflows and client service processes

• 2+ years of experience in wealth management, client service, or financial operations
• Series 65 license preferred; willingness to complete Series 65 within the first year required if not currently registered
• Proficiency with Microsoft Office Suite and strong overall technology aptitude
• Excellent verbal and written communication skills
• A professional, empathetic, and detail-oriented approach to supporting client relationships

• 401(k) with match, medical, dental, and vision coverage
• Generous PTO and paid holidays
• Professional development support, including licensing and continuing education
• Collaborative, team-oriented culture with strong leadership and long-term stability

Edina, MN | In-office with limited hybrid flexibility

If you’re someone who takes pride in delivering exceptional client service and thrives in a collaborative, values-driven environment, this could be your next career move.

📨 Connect directly with Mark Garry at Garry Executive Search to learn more or apply confidentially.

Garry Executive Search partners exclusively with wealth management firms to connect top talent with leading opportunities. We are committed to representing both our clients and candidates with the highest levels of integrity and professionalism.

Garry Executive Search is an equal opportunity search firm. We welcome applicants of all backgrounds, experiences, and perspectives.

• Seniority level:
  Associate
• Employment type:
  
  Full-time
• Job function:
  Finance
• Industries:
  Investment Management, Investment Advice, and Capital Markets

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