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Wealth Management Support Specialist

Job in Virginia, St. Louis County, Minnesota, 55792, USA
Listing for: 6AM City, LLC
Full Time position
Listed on 2026-06-18
Job specializations:
  • Finance & Banking
    Office Administrator/ Coordinator
  • Administrative/Clerical
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 40000 - 55000 USD Yearly USD 40000.00 55000.00 YEAR
Job Description & How to Apply Below

Providence Financial and Insurance Services, Inc. is seeking a Client Service Associate to provide direct support to Financial Advisors and assist with various client and administrative functions. The ideal candidate will have a 4-Year Bachelor’s Degree and 2-4 years of relevant experience in financial services.

Responsibilities include managing client communications, running daily reports, and coordinating office support tasks. Proficiency in Microsoft Office applications and strong communication skills are essential for this role, along with the ability to manage multiple priorities in a fast-paced environment.

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