Operations & Client Service Associate

JOIN OUR TEAM: OPERATIONS & CLIENT SERVICE ASSOCIATE

Parr McKnight Wealth Management | 333 S 7th Street, Suite 2370 | Minneapolis, MN 55402

POSITION SUMMARY

We’re hiring an Operations & Client Service Associate to support the day-to-day execution of our growing firm. This role combines operational workflow management with client service support to help ensure a smooth, organized, and high-touch client experience. You’ll work closely with advisors, relationship managers, and operations leadership to coordinate on-boarding, account maintenance, transfers, client requests, and workflow follow-through. Ideal candidates are detail-oriented, collaborative, and comfortable balancing operational responsibilities with client communication in a fast-paced environment. Over time, this role may expand into broader client service, planning support, or operational leadership opportunities as the firm continues to grow.

WHO YOU ARE

• A collaborative, positive team player who lives our core values
• Meticulous attention to detail and strong organizational skills
• Excited to contribute to a culture that values curiosity, humor, and accountability
• Thrives in a fast-paced environment and capable of managing multiple priorities
• Comfortable with technology, including CRM systems and Microsoft Office

QUALIFICATIONS

• 2–5 years of experience in wealth management, financial services, banking, or a related field preferred
• Ability to build and maintain professional client relationships with a service-oriented mindset
• Strong organizational skills with high attention to detail and accuracy Ability to manage multiple workflows and deadlines effectively
• Bachelor’s degree in finance, business, technology, or related field preferred
• Series 65 license a plus

COMPENSATION &BENEFITS

• Base Salary: Starting at $70,000, commensurate with experience
• Bonus: Eligibility for an annual performance-based bonus

KEY RESPONSIBILITIES

Operations &Workflow Execution

• Execute client onboarding, transfers, workflows accurately and efficiently
• Track and follow upon outstanding items with clients, custodians, and team members
• Ensure workflows are completed within established timelines and firm standards
• Prepare and process operational paperwork and documentation
• Support ongoing process improvement and workflow consistency

Client Service Support

• Support advisors and relationship managers with client service requests and follow-up
• Assist in preparing for client meetings and ongoing service needs
• Provide timely, professional communication to clients and internal team members
• Ensure a smooth and organized client experience throughout onboarding and service
• Build familiarity with client relationships and firm service standards

CRM & Data Management

• Maintain accurate and up-to-date client and account records within the CRM
• Ensure workflows, activities, notes, and documentation are properly recorded
• Monitor data quality and identify missing or inconsistent information
• Follow established data and documentation standards
• Support reporting, tracking, and operational organization within firm systems

WHY JOIN US?

• Family-Oriented Culture: Become part of a close-knit team where camaraderie and client relationships come first.
• Professional Growth: We encourage lifelong learning and provide continuous training, mentorship, and support.
• Competitive Benefits: Enjoy a comprehensive benefits package, performance-based bonuses, and a work environment that values work-life balance.
• Unique Client Experience: Join a team known for creating lasting client connections, celebrating milestones, and delivering exceptional client service.

ABOUT US

Parr McKnight Wealth Management Group is an established wealth management firm dedicated to helping people live their best lives. We’re honored to serve individuals, families, and professionals with diverse and complex financial needs. At Parr McKnight, we foster a collaborative, family-oriented culture where every team member is valued, supported, and encouraged to grow. Our team takes pride in delivering high-touch service, working together seamlessly, and going above and beyond to make a meaningful impact for each client.

We’re proud of our collaborative, high-touch culture - rooted in five core values:

We Genuinely Care • We Get Stuff Done • We Go the Extra Mile • We Are Resilient • We Have a Growth Mindset

If you’re a superstar who wants to grow in a dynamic and supportive environment, we’d love to hear from you. Submit a current resume to careers@pmwmg.com.

Questions regarding this opportunity? Please call 612-324-0240.