Building strong client relationships, the full-time hybrid Senior Client Relationship Associate will manage client onboarding, coordinate complex service needs, and enhance operational efficiency while supporting Wealth Advisors and mentoring team members. Key responsibilities Serve as a subject matter resource for client service operations and mentor Client Relationship Associates Build and maintain strong client relationships through proactive communication and exceptional service Coordinate and prepare materials for client meetings, managing logistics and leading the onboarding process Required qualifications Bachelor's degree or equivalent experience 3+ years of related experience in wealth management or client services Experience with account opening and custodial functions Proficient in CRM software and Microsoft Office Suite Strong interpersonal skills and a desire to provide concierge-quality customer service
Minnesota Licensed Senior Client Associate • Delray Beach, Florida, United States
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