<p>We are looking for an experienced and detail-oriented Client Services Associate or Manager to join our team in Minneapolis, Minnesota. In this role, you will support high-level executives and teams by, overseeing client interactions, and facilitating investment-related transactions. The ideal candidate will thrive in a fast-paced environment, possess exceptional organizational skills, and demonstrate a commitment to delivering outstanding client service.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate complex client transactions, including preparing and tracking documentation for investments such as 1031 exchanges and real estate deals.</p><p>• Collaborate with title companies, exchange accommodators, and investment sponsors to manage investment closings and ensure timely processing.</p><p>• Assist with client onboarding processes to ensure smooth transitions and effective communication.</p><p>• Monitor ongoing client transactions and investment timelines, ensuring deadlines are met and clients remain informed.</p><p>• Provide proactive and responsive support for client inquiries regarding investment-related services.</p><p>• Facilitate internal communications for executives, including meeting coordination and administrative support.</p><p>• Work collaboratively with cross-departmental teams to maintain an efficient and effective workflow.</p><p>• Uphold confidentiality standards for all client and firm-related information.</p><p>• Support executives in streamlining communication and managing priorities related to client services and transactions.</p><p><br></p><p>If you are interested in joining this growing investment advisory firm please contact Doug Rickart on LinkedIn , call Doug at 612-249-0330 or apply through the ink provided. </p>

• Associate’s degree or higher preferred, or 5+ years of relevant experience in client services.<br>• Possession of Series 7, 66, and MN Life and Health Insurance License is preferred but not required.<br>• Willingness to pursue securities licensing; candidates must be eligible to work in the U.S.<br>• Strong verbal and written communication skills, with a detail-oriented approach to engaging with clients, executives, and external partners.<br>• Proven ability to deliver exceptional client service and build strong relationships.<br>• Excellent organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.<br>• Familiarity with investment advisory services, client administration, and capital markets.<br>• Demonstrated ability to work effectively both independently and collaboratively within a team.

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