Executive Client Associate

Our client, a mission-driven wealth management firm, is seeking a highly organized and detail-oriented Executive Client Associate to join their team. This role is essential for supporting the firm’s clients and internal team with duties that blend executive assistance and client service. The ideal candidate is passionate about community impact, highly attentive to detail, and able to thrive in a fast-paced environment.

Key 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.
  

Qualifications

• 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
  

Compensation & 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