Executive Client Associate

Summary

Join our mission-driven wealth management firm as an Executive Client Associate, supporting clients and internal teams with executive assistance and client service.

Requirements

• Bachelor's degree preferred
• Minimum of 5 years of experience in an administrative/ client service role within the wealth management industry
• Must live in the Twin Cities area
• Proficient in eMoney or comparable financial planning software; experience with Pershing/BNY Mellon custodian is a major plus
• Technical proficiency with strong knowledge in Excel
• Familiarity with annuities and related processes is a plus
• Strong organizational skills and attention to detail
• High emotional intelligence and relationship management skills
• Excellent written and verbal communication skills
• Resourceful, proactive and process-driven with the ability to multi-task and manage multiple priorities
• Mission-driven with a passion for community impact and client care embodying the firm’s vision as a brand ambassador

Responsibilities

• Provide exceptional service by onboarding new clients and managing ongoing client relationships
• Serve as the primary point of contact for client inquiries on behalf of the advisor, determining the appropriate course of action
• Offer concierge-level service to clients, managing communication preferences and keeping them updated on their financial plans and investment accounts
• Track and bring to completion all open client items, ensuring timely follow-through
• Organize client meetings, prepare documentation, and maintain accurate client records
• Maintain client files and database, keeping records updated with life events and changes
• Manage and update Wealthbox CRM to ensure efficient client information management and seamless internal communication
• Coordinate and send out client gifts, cards, and personalized communications to celebrate special moments and milestones
• Communicate as the liaison with the outsourced marketing team
• Handle administrative tasks and executive support functions
• Improve upon operational systems and create new processes as needed for optimal workflow
• Liaise between the advisor, clients, and back-office team, proactively resolving issues, concerns, and requests
• Uphold the firm's mission and community-focused values, engaging with initiatives that support these goals

Benefits

• Base Salary : $80,000 - $100,000 plus benefits and 401K plan
• Work remotely within the Twin Cities area
• Competitive benefits package, including health and wellness options
• Opportunity to work in a mission-aligned firm that values community and client relationships
• Professional development and growth opportunities within the firm