Wealth Management Client Services Specialist
Job in
Oakdale, Washington County, Minnesota, USA
Listed on 2026-06-27
Listing for:
TRC Talent Solutions
Full Time
position Listed on 2026-06-27
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Manager, Customer Success Mgr./ CSM
Job Description & How to Apply Below
TRC Talent Solutions is seeking a Client Services Representative in Oakdale, Minnesota. This role partners with financial advisors to resolve client issues, coordinate activities, and provide exceptional service in a regulated environment.
The ideal candidate has 1-2 years of relevant experience, strong problem-solving skills, and familiarity with CRM tools like Salesforce. This position is perfect for someone who enjoys relationship management within a professional setting.
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×