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Institutional Advisory Support Specialist – Client Services

Job in Oakdale, Washington County, Minnesota, USA
Listing for: Advisor Group
Full Time position
Listed on 2026-03-05
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services company is seeking an Institutions Advisory Support Specialist to assist advisors and clients with operational service activities. The role involves phone support and collaboration across departments to ensure exceptional service. Candidates should have a minimum of 2 years in financial services operations or customer service, proficiency with Microsoft and CRM systems, and excellent communication skills. This full-time position is based in Oakdale, MN and offers a competitive salary plus bonuses.
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