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Customer Service Rep Client Relationship Manager

Wealth Management Client Services Associate

Job in Hopkins, Hennepin County, Minnesota, 55305, USA
Listing for: ORGEL WEALTH MANAGEMENT, LLC
Full Time position
Listed on 2026-06-18
Job specializations:
  • Customer Service/HelpDesk
    Customer Service Rep, Client Relationship Manager
Salary/Wage Range or Industry Benchmark: 55000 - 70000 USD Yearly USD 55000.00 70000.00 YEAR
Job Description & How to Apply Below
A wealth management firm in Minnesota seeks a Client Service Associate to enhance client experiences by providing exemplary customer service. The role requires managing routine account transactions, supporting relationship managers, and ensuring high standards of care in client interactions. Candidates should have at least 3 years of office experience in customer service, a high school diploma, and strong skills in communication and teamwork.

Salary ranges from $55,000 to $70,000 plus bonus.
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Position Requirements
10+ Years work experience
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