Marks Group Wealth Management is a Minnetonka-based Registered Investment Advisory (RIA) firm that works with individuals, families, and business owners to simplify the complexities of managing and planning for their financial needs. Our client-centric approach, company-wide culture of collaboration and responsibility to each other has served us well in growing our assets under management (AUM) to 1.8 billion in the past 16 years. We seek a Client Service Associate interested in a career opportunity position with a top RIA firm that offers the opportunity for future equity ownership, amazing benefits, and a team of top-notch co-workers in a role focused on delivering excellent service to both new and existing clients.
Our Client Service team collaborates daily to respond to client inquiries, schedule client meetings, and service client accounts. Varied duties include:
- Provide support to the Wealth Management team
- Schedule and assist in the preparation of bi-annual client meetings
- Complete meeting follow-up duties such as scheduling asset transfers, gathering paperwork, and requested documents
- Respond to client inquiries
- Maintain, update, and file client information and Salesforce records
- Answer and route calls
- Provide additional administrative assistance to the wealth management team as needed
Highly qualified individuals have related education, financial service industry client service experience, and are seeking a role with a high performing & low-ego team and long-term career opportunities. Are you a team player, highly detailed and organized with great written and verbal communication skills? Does working with a small and positive team that is recognized and appreciated for their work sound like a fit? We hope you will apply!
Marks Group Wealth Management offers regular 8:30 – 4:30 working hours M-Th, 8:30 – 3:30 on Fridays, highly competitive annual compensation & bonus along with full benefits that include Health & Dental Insurance, 401K with 3% safe harbor contribution, company paid LTD & 100K Life Insurance, PTO and paid holidays in a professional setting.
Interested in learning more? Apply now through the link on this website, or call our recruiting resource, Red Seat, at (651) 317-9211 for more information.
Marks Group Wealth Management is an Equal Opportunity Employer
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Compensation package:
Schedule:
- Day shift
- Monday to Friday
Ability to Relocate:
- Minnetonka, MN 55343: Relocate before starting work (Required)
Work Location: In person