Senior Client Relationship Associate
$60,000–$92,000 year
HybridEden Prairie, Minnesota, United States
Job Summary
Coordinate client meetings, prepare account review materials, and manage onboarding logistics for new clients. Serve as a subject matter resource for client service operations, mentoring associates and identifying workflow improvements to enhance efficiency. Build strong relationships with clients by addressing complex requests and partnering with advisors and external professionals to ensure seamless service. Maintain accurate client records within Tamarac and CRM systems while tracking activity and service requests. This role supports the Wealth Management team's growth through process enhancements and cross-departmental collaboration to deliver exceptional client experiences.
Required Qualifications
- Bachelor's degree of equivalent experience
- 3+ years of related experience
- Experience with account opening and custodial functions
- Experience with CRM software
- Experience identifying process improvements and enhancing efficiencies
- Possess strong interpersonal skills, a team-based attitude, and a desire to collaborate
- Flexible to changing circumstances and client needs
- Desire to provide concierge quality customer service
- Proficient in Microsoft Office Suite with strong attention to detail, ability to learn quickly, and maintain confidentiality
- Effective communicator with strong multitasking, prioritization, interpersonal skills, and a collaborative, client-focused mindset
Desired Qualifications
- Series 65 or 66
- Experience with Fidelity and/or Schwab
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.