Client Service & Operations Associate
$50,000–$60,000 year
On-site · Edina, Minnesota, United States
Job Summary
Client Service & Operations Associate at Advanced Wealth Management Group handles account administration, processes client requests, coordinates money movements, and prepares/submits paperwork to keep operations accurate and compliant. Key duties include serving as the primary client service contact, maintaining client records in the CRM, opening and maintaining investment/retirement accounts, coordinating deposits/withdrawals/transfers, tracking applications, liaising with custodians, ensuring regulatory compliance, supporting process improvements, and providing administrative support such as coordinating communications and documents. The role requires 2+ years in client service/operations, strong organization and communication skills, attention to detail, ability to manage multiple priorities, and proficiency with Microsoft Office and business software, with a professional client-service mindset.
Required Qualifications
- 2+ years of experience in client service, operations, administration, banking, or financial services preferred
- Strong attention to detail and commitment to accuracy
- Excellent organizational and time management skills
- Exceptional written and verbal communication abilities
- Proficiency with Microsoft Office and business software applications
- Professional demeanor and strong client service mindset
This role has closed. Sorce can match you with similar open roles and apply on your behalf.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.