Client Services Specialist – Wealth Management
Location: Landfall, MN
Job Type: Direct Hire
Company: TRC Talent Solutions
Salary: $43,000 - $48,000 Per Year
Category: Financial Services
Job Description Apply Now
TRC Talent Solutions is seeking a dedicated Client Services Specialist – Wealth Management for a direct-hire opportunity with a renowned wealth management firm. As one of the fastest-growing organizations in the financial services industry, this company is committed to delivering excellent support to both independent financial advisors and clients. This full-time role offers a dynamic work environment, opportunities for professional development, and the chance to be part of a team that values long-term growth and a supportive workplace culture.
Located in Oakdale, MN, this position is ideal for individuals who thrive in fast-paced financial services settings and are passionate about providing exceptional client experiences. Oakdale boasts a vibrant business community and access to a talented workforce, making it an excellent location for career-oriented professionals seeking advancement in the wealth management sector. The Client Services Specialist – Wealth Management will play a crucial role in ensuring seamless account operations and supporting the growth objectives of the organization.
As a key team member, you will be responsible for processing client account documentation, supporting advisor transitions, facilitating account onboarding, and handling ongoing brokerage operations. This is an excellent opportunity to advance your career in wealth management and contribute to the success of a nationally recognized financial institution. If you are looking for a role that combines operational expertise with a strong client service focus, this may be the perfect fit for you.
Client Services Specialist – Wealth Management Summary- Full-time, direct-hire opportunity in the wealth management industry
- Support independent financial advisors and internal teams with account operations
- Work in a collaborative environment focused on professional growth
- Contribute to advisor transitions, account onboarding, and client service excellence
- Be part of a leading financial services firm recognized for its strong culture
- Prepare and process account opening, maintenance, representative change, and transition paperwork efficiently and accurately
- Deliver high-quality client service to independent financial advisors, addressing inquiries and resolving issues promptly
- Review, follow up, and complete brokerage and non-brokerage account requests in accordance with firm policies
- Serve as a subject matter resource within brokerage operations, providing guidance to colleagues and advisors
- Coordinate with clearing firms, update workflow systems, and ensure all documentation is current and compliant
- Answer inbound and outbound calls, documenting client and advisor interactions with attention to detail
- Cross-train with colleagues and provide backup support during high-volume periods to ensure operational continuity
- Competitive compensation package offered by a market-leading wealth management firm
- Comprehensive benefits including health, dental, vision, and retirement plans
- Opportunities for career advancement and professional development
- Strong organizational culture promoting teamwork, diversity, and inclusion
- Supportive work-life balance with a hybrid schedule (4 days onsite, 1 day remote)
- 2-3 years of relevant experience, preferably within financial services or wealth management operations
- Proficiency with Microsoft Office Suite including Excel, Word, Outlook, and Teams
- Ability to learn and utilize brokerage systems such as NetX360, Wealthscape, Salesforce, FEI, and eQuipt
- Strong organizational skills, attention to detail, and the ability to manage multiple priorities
- Bachelor's degree preferred; high school diploma or GED required
- Customer-focused professional with a passion for delivering outstanding client service
- Demonstrates initiative, adaptability, and a collaborative mindset
- Thrives in a fast-paced environment and remains composed under pressure
- Possesses excellent verbal and written communication skills
- Proven track record of reliability, integrity, and commitment to organizational values
- This role is a direct-hire, full-time position with one of the leading wealth management firms in the country
- Hybrid work schedule supports a flexible working environment
- Located in Oakdale, MN, offering access to a thriving business community
- TRC Talent Solutions is an Equal Opportunity Employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.
- We encourage all interested candidates to apply by clicking the job application button and take the next step in advancing their career in wealth management client services.