{"schemaVersion":"jobsearcher.job.v1","id":"11af1b6aab65a1d7889428fd","url":"https://jobsearcher.com/jobs/11af1b6aab65a1d7889428fd","canonicalUrl":"https://jobsearcher.com/jobs/11af1b6aab65a1d7889428fd","title":"Client Services Associate","description":"Who We Are Looking For We're looking for an experienced, relationship-driven professional who thrives in a high-touch client service environment — someone who takes genuine pride in making every client feel taken care of, from their very first appointment through the delivery of their financial plan. If you love the idea of joining a growing advisory team that values experience, connection, and doing things the right way, we'd love to meet you.\r\nThis is NOT an entry-level position and is not a pathway into a financial advisor or wealth management role. Please do not apply if you're seeking a paraplanner or advisor position.\r\nAbout the Role As a Client Service Associate, you'll be at the heart of the client experience for a well-established advisory practice. You'll be a familiar, trusted face and voice for our clients — the kind of person they're always glad to hear from. This is a high-visibility role where responsiveness, clear communication, and a proactive mindset really shine.\r\nWhat You Will Do Work closely with clients, advisors, and staff across the team.\r\nSchedule client meetings and keep team calendars running smoothly.\r\nOpen and maintain investment accounts across our custodians and third-party account platforms.\r\nKeep our CRM accurate and up to date.\r\nLead marketing efforts, including quarterly newsletters, client events, webinars, social media, and other client communications.\r\nAssist with light travel planning for clients and team members.\r\nManage client communications and help maintain a consistent, polished brand.\r\nEnsure compliance with industry regulations and firm policies across all client interactions and documentation.\r\nPartner with custodians, vendors, and technology providers to keep operations running smoothly and resolve issues quickly.\r\nUse AI tools (like Claude and others) to work more efficiently — or bring the willingness to learn and help lead adoption of these tools across the team.\r\nWhat You Bring 2+ years of experience in a client service role at a wealth advisory firm.\r\nExcellent written and verbal communication skills, with a warm, polished phone presence.\r\nStrong reception, scheduling, and calendar management experience.\r\nHigh proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint).\r\nFamiliarity with Mailchimp or a similar marketing platform.\r\nStrong knowledge of Redtail or a similar CRM.\r\nWho You Are Proactive\r\nYou see potential issues coming and already have a plan to handle them.\r\nDetail-oriented:\r\nYou take real pride in precision and getting things right the first time.\r\nA team player\r\nYou know that in a close-knit practice, everyone pitches in wherever they're needed — and you're happy to do it.\r\nApproachable\r\nYou're often the first friendly voice our clients and prospects hear, and you make that count.\r\nWhy You'll Love It Here Join a stable, well-respected practice with deep client relationships built over decades.\r\nWork alongside a collaborative, experienced team that values your contributions.\r\nCompetitive 401(k) with 3% match.\r\nPaid time off (vacation and sick time, with flexibility as needed).\r\nProfessional development assistance.\r\nBonus opportunities.\r\nWork Location In person, Minnetonka, MN\r\nJ-18808-Ljbffr","company":"Socket","rawCompany":"socket","city":"Minnetonka","state":"MN","isRemote":false,"isActive":false,"createdAt":"2026-08-08T01:55:59.563Z","occupations":[{"code":"13-2052.00","title":"Personal Financial Advisors","slug":"personal-financial-advisors"},{"code":"41-3031.00","title":"Securities, Commodities, and Financial Services Sales Agents","slug":"securities-commodities-and-financial-services-sales-agents"},{"code":"41-3091.00","title":"Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel","slug":"sales-representatives-of-services-except-advertising-insurance-financial-services-and-travel"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"523999","title":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities"},{"code":"523991","title":"Trust, Fiduciary, and Custody Activities","slug":"trust-fiduciary-and-custody-activities"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Client Services Associate","description":"Who We Are Looking For We're looking for an experienced, relationship-driven professional who thrives in a high-touch client service environment — someone who takes genuine pride in making every client feel taken care of, from their very first appointment through the delivery of their financial plan. If you love the idea of joining a growing advisory team that values experience, connection, and doing things the right way, we'd love to meet you.\r\nThis is NOT an entry-level position and is not a pathway into a financial advisor or wealth management role. Please do not apply if you're seeking a paraplanner or advisor position.\r\nAbout the Role As a Client Service Associate, you'll be at the heart of the client experience for a well-established advisory practice. You'll be a familiar, trusted face and voice for our clients — the kind of person they're always glad to hear from. This is a high-visibility role where responsiveness, clear communication, and a proactive mindset really shine.\r\nWhat You Will Do Work closely with clients, advisors, and staff across the team.\r\nSchedule client meetings and keep team calendars running smoothly.\r\nOpen and maintain investment accounts across our custodians and third-party account platforms.\r\nKeep our CRM accurate and up to date.\r\nLead marketing efforts, including quarterly newsletters, client events, webinars, social media, and other client communications.\r\nAssist with light travel planning for clients and team members.\r\nManage client communications and help maintain a consistent, polished brand.\r\nEnsure compliance with industry regulations and firm policies across all client interactions and documentation.\r\nPartner with custodians, vendors, and technology providers to keep operations running smoothly and resolve issues quickly.\r\nUse AI tools (like Claude and others) to work more efficiently — or bring the willingness to learn and help lead adoption of these tools across the team.\r\nWhat You Bring 2+ years of experience in a client service role at a wealth advisory firm.\r\nExcellent written and verbal communication skills, with a warm, polished phone presence.\r\nStrong reception, scheduling, and calendar management experience.\r\nHigh proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint).\r\nFamiliarity with Mailchimp or a similar marketing platform.\r\nStrong knowledge of Redtail or a similar CRM.\r\nWho You Are Proactive\r\nYou see potential issues coming and already have a plan to handle them.\r\nDetail-oriented:\r\nYou take real pride in precision and getting things right the first time.\r\nA team player\r\nYou know that in a close-knit practice, everyone pitches in wherever they're needed — and you're happy to do it.\r\nApproachable\r\nYou're often the first friendly voice our clients and prospects hear, and you make that count.\r\nWhy You'll Love It Here Join a stable, well-respected practice with deep client relationships built over decades.\r\nWork alongside a collaborative, experienced team that values your contributions.\r\nCompetitive 401(k) with 3% match.\r\nPaid time off (vacation and sick time, with flexibility as needed).\r\nProfessional development assistance.\r\nBonus opportunities.\r\nWork Location In person, Minnetonka, MN\r\nJ-18808-Ljbffr","datePosted":"2026-08-08T01:55:59.563Z","dateModified":"2026-08-08T01:55:59.563Z","hiringOrganization":{"@type":"Organization","name":"Socket","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Minnetonka","addressRegion":"MN","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"11af1b6aab65a1d7889428fd"},"url":"https://jobsearcher.com/jobs/11af1b6aab65a1d7889428fd"}}