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Client Service Associate-Intermediaries

SkyWater Search Partners
Minneapolis, WI Full Time
POSTED ON 3/2/2025
AVAILABLE BEFORE 3/27/2025
  • Job Tag:
  • Posted: January 14,2025

We are working with a local private $12B firm to help build out their Client Service team.

This person will play a critical role in maintaining and strengthening relationships with financial advisors, banks, consultants and external professionals working alongside the VP of Investor Relations.

Products include Mutual Funds, ETFs, Private Funds and Separately Managed Accounts.

We are looking for someone who can help create client service plans, provide support and marketing materials, answer questions and plan seminars.

Investment knowledge and strong salesforce experience desired.

FINRA Series 7 & 63 or ability to obtain strongly desired.

Hybrid with great culture and benefits.

Please apply if interested.

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