Description
We are looking for a Client Services Associate to join our team in Twin Cities. In this role, you will provide essential support to financial advisors by managing administrative and operational tasks while maintaining strong client relationships. This position involves frequent client interaction and collaboration with custodians, third-party software providers, and other business partners to ensure smooth operations.


Responsibilities:

• Develop and maintain effective relationships with clients to facilitate smooth account management.

• Manage new account documentation, oversee account opening processes, and ensure timely follow-up for completion.

• Handle various client service tasks, including account transfers, asset movements, and responding to service requests.

• Stay updated on custodial operations, procedures, and industry standards.

• Coordinate onboarding activities for new clients to ensure a seamless...