Wealth Client Experience Specialist
Job in
Minneapolis, Hennepin County, Minnesota, 55400, USA
Listed on 2026-06-12
Listing for:
Koitecc Solutions
Full Time
position Listed on 2026-06-12
Job specializations:
-
Finance & Banking
-
Sales
Job Description & How to Apply Below
Koitecc Solutions is seeking a client service professional in Minneapolis, Minnesota, to enhance the overall experience for clients in financial planning. The role provides critical support to wealth advisors, ensuring exceptional client experiences through various responsibilities including preparing proposals, conducting market research, and managing client relationships.
The ideal candidate will have 3-5 years of relevant experience along with a post-secondary degree in a related field. The compensation package includes a salary range between $45,000 and $83,000, along with benefits like health insurance and retirement savings plans.
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