Senior Client Services Analyst

Markent Personnel

📍 Bloomington, Minnesota, United States

Direct Hire Other Management Occupations

Job Description

 Riverlink is working with a reputable financial services firm dedicated to exceptional wealth management. They prioritize ethical practices and client-centric service. Join their dynamic team focused on achieving financial goals.
  Position Overview: 
 Support Private Wealth Managers in maintaining client relationships, conducting research, and leading projects. Detail-oriented professionals with financial planning expertise are encouraged to apply.
  Responsibilities: 
 Assist clients with inquiries and service needs.
 Manage client records and conduct account research.
 Process account service requests and investment transactions.
 Assist with estate settlement services.
 Ensure compliance requirements are met.
 Input financial planning information into software.
 Drive process optimization and efficiency.
 Provide executive and clerical support.
 Support meeting ...
        

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Job Details

Location Bloomington, Minnesota

Job Type Direct Hire

Category Other Management Occupations

Posted July 01, 2026

Deadline August 10, 2026