Client Service Associate

Job Full Description Client Service Associate Owatonna, MN $22-$28 an hour depending on experience This position serves as the operational backbone of a wealth management practice. Their primary goal is to manage administrative and client-service tasks, allowing the Lead Advisor to focus on high-level financial planning and business development. Key Responsibilities: Acts as the first point of contact for clients; schedules appointments, confirms meetings, and responds to routine inquiries via phone and email Processes new account paperwork, facilitates asset transfers, and maintains accurate digital and physical client records Meeting Preparation: Gathers financial data, creates reports, and prepares presentation materials (e.g., portfolio reviews or financial plan drafts) for advisor-led meetings.

Ensures all documentation meets strict industry regulations Coordinates office functions, handles marketing logistics (such as seminar planning), and monitors daily account activities for potential issues. Required Skills & Qualifications: Mastery of Microsoft Office Suite (especially Excel) and financial software such as CRM systems (Salesforce, Redtail) and planning tools (eMoney, MoneyGuidePro). Licensure (Optional but Preferred): Many roles require or prefer FINRA Series 7 and Series 63/66 licenses, which allow the assistant to process trades and provide limited investment information.

Attention to Detail Exceptional interpersonal skills for building rapport with high-net-worth clients and coordinating with external professionals like CPAs or attorneys. A high school diploma is a minimum but prefer Bachelors Degree in related field Owatonna, MN 2084 812 South Elm Street Owatonna, MN 55060