About NorthRock

At NorthRock Partners, we help exceptional people live exceptional lives. Our Personal Office® model brings together a dedicated team of advisors, tax professionals, estate attorneys, and investment experts to serve a client base that includes professional athletes, entrepreneurs, and multigenerational families.

What sets us apart? Our culture. At NorthRock, we lead with good energy, serve others first, and commit to excellence in everything we do. We’re a team of curious, optimistic professionals who are always growing, always improving, and always supporting one another. We believe in showing up with humility, precision, and a deep sense of responsibility—not just to our clients, but to each other. Whether it’s a spontaneous team happy hour, a front-row seat cheering on our athlete clients, or a moment of collaboration in one of our offices, NorthRock employees are rooted in purpose, driven by values, and fueled by connection.

Who We Are Looking For

We’re looking for a relationship-driven professional who thrives in a high-touch client service environment. You’re someone who finds satisfaction in making others feel supported and understood. You take ownership of your work, communicate clearly and compassionately, and are energized by solving problems with precision and care. If you're excited to support a growing advisory firm that values innovation and connection, we’d love to meet you.

About the Role

As a Client Service Associate, you will play an essential role in delivering NorthRock’s Personal Office® experience. You will serve as a consistent and trusted point of contact for clients and their families, partnering closely with Advisors and internal teams to ensure seamless, proactive service. This is a high-visibility role where attention to detail, responsiveness, and communication are key.

What You Will Do

Provide high-touch service and timely support to clients and their families
Collaborate with Advisors and internal teams to execute financial planning, lifestyle, and administrative service requests
Maintain accurate and up-to-date records in Salesforce
Coordinate with clients’ external professionals (e.g., attorneys, accountants, custodians) to fulfill requests and resolve matters
Review and interpret client documentation to facilitate account updates and planning needs
Support custom projects and client service initiatives by tracking deliverables and managing timelines
Contribute to process improvement and the evolution of operational best practices
Apply new technologies introduced by the firm to enhance client experience and service efficiency
Maintain compliance with regulatory and internal data retention policies
Participate in firm-wide and departmental training to deepen technical expertise

What You Bring

Bachelor’s degree from an accredited institution or equivalent relevant experience
3–5 years of professional experience, preferably in financial services, wealth management, or a related field
Experience with Salesforce or other CRM platforms is a plus
Strong project management and organizational skills
Excellent communication skills, both written and verbal
Proficiency in Microsoft Office and Apple iOS mobile systems

Who You Are

Service-Oriented: You care deeply about client satisfaction and go the extra mile to ensure every interaction is thoughtful and thorough.
Detail-Focused: You pride yourself on precision and don’t let the little things slip through the cracks.
Team Player: You thrive in a collaborative environment and support others to achieve shared success.

Additional Requirements

Work Authorization: Must be authorized to work in the United States
Background Check: Successful completion of a credit and criminal background check is required

Compensation & Benefits

The estimated base pay salary rate for this role is $66,845 - $100,268 per year. Base salaries are determined based on job-related knowledge, skills, experience, and geographical work location. In addition, depending on the role, many roles are eligible for variable pay such as bonuses, commissions, and/or long-term incentives. To energize and inspire, we offer comprehensive benefits, including a company-funded ESOP and strong retirement plans, tuition reimbursement, comprehensive healthcare/dental/vision coverage, and generous Paid Time Off (PTO).

Work Conditions

Physical Requirements: This role requires occasional physical activity such as lifting, moving, and setting up computer equipment (monitors, docking stations, desktops, etc.). Ability to lift up to 25 pounds may be necessary.
Repetitive Duties: The position involves extended periods of sitting and computer use, as well as repetitive tasks related to troubleshooting and data entry.
On-Site Presence: While much of the work is performed from a desk or workstation, occasional movement throughout the office is required to provide in-person technical support and attend meetings.
We are committed to providing reasonable accommodation for individuals with disabilities. If you require assistance or accommodation during the application or employment process, please contact the People Team at PeopleTeam@NorthRockPartners.com.
NorthRock Partners is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law. We provide an inclusive and welcoming environment for all employees and applicants.

NorthRock Partners jobs

Client Service Associate