Client & Engagement Coordinator
Job in
Minnetonka, Hennepin County, Minnesota, 55345, USA
Listed on 2026-02-19
Listing for:
Signature Wealth Mgmt
Full Time
position Listed on 2026-02-19
Job specializations:
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Finance & Banking
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Administrative/Clerical
Job Description & How to Apply Below
A wealth advisory firm in Minnetonka is seeking a Client Service Assistant to ensure exceptional client experiences and support a growing advisory team. The ideal candidate will have 2+ years of experience in a client servicing role within a wealth advisory firm, possess excellent communication skills, and demonstrate proficiency in Microsoft Office and CRM tools. This role includes responsibilities for client meetings, CRM updates, and marketing initiatives.
The firm offers a great work environment and various benefits, including a 401(k) match.
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