Senior Client Service & Operations Associate

Job overview

The Senior Client Service & Operations Associate role is onsite in Edina, MN, with an annual salary range of $65,000–$75,000. The role supports Advanced Wealth Management Group’s financial planning professionals and the pre-retirees and retirees they serve. The firm specializes in retirement income, tax-efficient distribution planning, Social Security strategy, and estate planning.

What you'll do

• Prepare, review, submit, and track account forms, transfers, beneficiary updates, address changes, distribution requests, and required minimum distribution requests. Liaise with custodians to resolve paperwork issues
• respond to client requests
• prepare meeting materials
• maintain CRM records
• support compliance tasks
• and schedule client reviews and advisor follow-ups.

What we're looking for

Skills & competencies

senior client service & operations associate

advanced wealth management group

edina mn

onsite

full-time

wealth management

client service

custodian paperwork

crm records

compliance support

$65k–$75k/year

10+ years' experience

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k) matching
• performance-based bonus
• health insurance
• paid time off
• signing bonus
• professional development opportunities.

Why this role

Requires 10+ years of administrative experience in financial services or wealth management, familiarity with custodial platforms and financial-services CRM systems, and discretion with confidential information.

About the employer

Advanced Wealth Management Group is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.