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Wealth Client Services Associate Touch
Job in
Minnetonka, Hennepin County, Minnesota, 55345, USA
Listed on 2026-06-03
Listing for:
CCM ADMINISTRATIVE SERVICES LLC
Full Time
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
CCM ADMINISTRATIVE SERVICES LLC in Minnetonka is seeking an Associate for Private Wealth Client Services, focusing on high-net-worth families. This role involves delivering exceptional client service, managing account maintenance, and supporting onboarding processes. Candidates should possess a bachelor's degree in finance or a related field and have at least 2 years of experience in financial services.
We offer a competitive salary of $75,000 to $100,000 along with a comprehensive benefits package, including medical and retirement plans.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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