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Wealth Management Client Service Specialist
Job in
Minnetonka, Hennepin County, Minnesota, 55345, USA
Listed on 2026-06-19
Listing for:
DSB Rock Island Wealth Management, LLC
Full Time
position Listed on 2026-06-19
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management
Job Description & How to Apply Below
DSB Rock Island Wealth Management, LLC in Minnetonka, Minnesota, is seeking a Wealth Management Client Service Associate to enhance the client experience within a top CPA and wealth management firm. The role involves supporting retirement plan administration and insurance operations, ensuring exceptional service in a fast-paced setting.
The ideal candidate will possess strong organizational skills, a client-first mindset, and proficiency in Microsoft Office. The position offers a salary range of $55,000 to $70,000 based on experience.
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