Client Service Specialist / Executive Assistant

Client Service Specialist / Executive Assistant Carlson is a family-owned financial and investment company and private family office (Carlson Family Office). Our family office team provides comprehensive services including wealth planning, investment management, tax, insurance, and personal services to four generations of family members. We are committed to delivering exceptional service with the highest standards of professionalism and confidentiality. Our office is located in the Carlson Towers in Minnetonka and offers a collaborative environment with amenities such as an onsite caf and fitness center. We provide a hybrid work schedule, competitive compensation, and a comprehensive benefits package. The Client Service Specialist / Executive Assistant is a key member of the family office team, responsible for supporting clients across a range of financial and personal services. This client-facing role involves direct interaction with family members and the wealth planning team, in addition to coordination with internal departments including accounts payable, tax, and investments. Primary Responsibilities Banking Administration Work closely with our clients, the wealth planning team, and accounts payable on all banking needs for the family Work directly with the banking point of contact to open and close accounts, administer credit cards, assist with card fraud, and process money transfers Coordinate and complete investment account opening and subscription documentation Insurance Administration Work closely with wealth planning team on annual insurance renewals for property and casualty insurance Coordinate insurance bills for payment Work with family members and insurance brokers on insurance claims Personal Services Coordinate renewal of driver's licenses, travel visas, and passports Support family logistics, including transportation, and special events Help coordinate residential moves and set up of utilities Renew annual memberships, permits, etc. Ad hoc projects for family members as requested Technology & Records Management Maintain family portal and CRM systems Ensure accurate record retention and provide backup support within the team Qualifications Bachelor's degree with at least three years of experience in financial client service, executive assistance, or office management Previous family office experience preferred Exceptional communication and client service skills Strong organizational abilities and attention to detail Professional demeanor, discretion, and adaptability Proficiency in Microsoft Office; Salesforce experience is a plus Compensation and Benefits The anticipated salary range is $75K-$90K; however final compensation will be based on the candidate's qualifications, including education, relevant experience, and demonstrated skills. This position is also eligible for an annual incentive. Our benefits package is designed to support your health, well-being, and financial security, helping you thrive both professionally and personally. Health and Wellness: Comprehensive medical, dental, and vision insurance plans, telehealth and mental health support services, and wellness incentives Financial Security: 401(k) plan with company match, employer provided life and disability insurance, health savings account with employer contribution, and flexible spending accounts for medical and dependent care expenses Work-Life Balance: Hybrid work environment with minimum of three in office days per week, and generous paid time off including vacation, sick, and holidays Professional Development: Opportunities for training, certifications, and continuing education Additional Perks: Onsite caf and fitness center

Created: 2026-03-04