Client Service Associate

Avenica • Full-time • Bloomington, MN, United States, MN, United States • 1d ago

Client Service Associate

Location: Minneapolis, MN (In-Office)
Total Compensation: ~$80,000 – $90,000+ potential

Base Salary: $62,000
15% Firm Profit Sharing
Annual Company Bonus (firm profitability-based)
Individual Performance Bonuses
100% Employer-Paid Health Insurance

Avenica partners with a relationship-focused wealth management firm seeking a Client Service Associate to join their collaborative advisory team. This is a long-term career opportunity within a high-touch advisory environment — not a call center or transactional processing role.

You will work directly with advisors and clients, playing an integral role in delivering a premium client experience while supporting portfolio management and investment operations. This firm values professionalism, integrity, and long-term relationships — both with clients and employees.

How You’ll Drive Impact

As a Client Service Associate, you’ll serve as a trusted operational partner to advisors and a key coordinator for client service activities. Your attention to detail, organization, and professionalism will directly influence client satisfaction, operational excellence, and firm growth.

Key Responsibilities:

Support advisors with client relationship management and service requests.
Open and maintain client accounts; process transfers, wires, journals, and money movements.
Prepare reports and meeting materials for client review meetings.
Maintain CRM records and ensure accurate client documentation.
Monitor client activity and follow up on outstanding items.
Coordinate and schedule client meetings and communications.
Reconcile daily downloads and maintain reporting systems (e.g., Black Diamond).
Assist with portfolio maintenance and data accuracy.
Collaborate with team members to improve workflows and operational processes.
Maintain and update procedures and operational documentation.
Serve as a professional liaison between advisors and clients.

What Makes This Role Different

Direct collaboration with advisors (not transactional back-office work)
Stable weekday schedule with predictable hours
High-touch client relationships
Opportunity to improve processes and influence operations
Long-term career path within a growing advisory firm

About You

You are a detail-oriented, client-focused professional who thrives in a fast-paced advisory environment. You value accuracy, confidentiality, and professionalism. You take pride in supporting others and delivering a seamless client experience.

Qualifications

Associate’s degree in business or related field.
3+ years of financial services experience.
Strong attention to detail and accuracy.
Excellent written and verbal communication skills.
Professional client service mindset.
Proficiency with Microsoft Office.
Ability to manage multiple priorities in a fast-paced environment.

Preferred:

Experience with CRM and portfolio reporting systems (e.g., Black Diamond, Advisor Engine).
Experience supporting financial advisors or wealth management teams.

Benefits Overview

100% employer-paid health insurance
Profit sharing and bonus opportunities
Career stability within a growing advisory practice
Team-oriented environment focused on client relationships

Work Authorization & Location Requirements

Candidates must be authorized to work in the United States without sponsorship. This role does not offer visa sponsorship now or in the future.

This is an in-office position located in Minneapolis, MN. Candidates must currently reside within a reasonable commuting distance of the office. Relocation assistance is not available.

Next Step: HAALO Inventory

Upon completing your application, you will be prompted to complete our HAALO Inventory — a short behavioral assessment that helps us understand your preferences, work style, and strengths. HAALO is required to complete your application.

By submitting an application to Avenica, you agree to be contacted via SMS text messages and email.

Equal Employment Opportunity Statement

Avenica is an Equal Opportunity Employer. We are committed to creating an inclusive and diverse workplace where all individuals are respected and valued. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by applicable law.

We believe that diversity of backgrounds, perspectives, and experiences strengthens our team and drives innovation. We welcome applicants from all walks of life and encourage individuals from underrepresented groups to apply.

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