Senior Associate, Client Advisor

Location
Minnetonka, Minnesota
Salary
Up to $95,000 per year + benefits
Posted
Apr 14, 2021
Closes
May 14, 2021
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Preferred

Client Relationships

  • Supports high touch client relationships through managing project timelines, communicating with client team members and preparation of materials for meetings 
  • Supports Client Advisors by proactively identifying clients’ planning needs
  • Partners with client fiduciaries, attorneys, CPAs, etc. regarding client planning initiatives
  • Monitors and coordinates execution of transactions and completion of client projects across client team

Financial planning and wealth management across all of Meristem’s service offerings

  • Assists Client Advisors by compiling financial information and preparing presentations for prospect and client meetings
  • Conducts research and analysis with regard to client goals and objectives
  • Assists in the coordination of client service needs and ongoing investment portfolio management     
  • Assists in monitoring client accounts to cover cash flow needs of clients

Operations

  • Partners with the client service team to coordinate the servicing of investment accounts, the completion of financial transactions and the information needed for performance reports  
  • Partners with Associate Team Manager in development of associates  
  • Maintains a high level of compliance standards at all times
  • Maintains organization of client action items and financial information