Top 1842 Client Service Associate Jobs in Minneapolis, MN

Financial Client Service Associate
Sandvold Financial Group —Hopkins, MN
- $60,000 - $75,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Mid-level
- Health insurance
- 401(k)
Quick Apply
Client Service Associate
Orgel Wealth Management, LLC —Minnetonka, MN
- Writing skills
- Office
- 3 years
- Retirement plan
Quick Apply
Client Service Associate
Allodium Investment Consultants —Minneapolis, MN
- $55,000 - $75,000 a year
- Email
- Bachelor of Science
- Office
- Microsoft Office
- Health savings account
- Disability insurance
Quick Apply
Client Service Associate - Minneapolis
Brighton Jones —Minneapolis, MN
- $26.60 - $33.80 an hour
- Overtime
- Microsoft Excel
- Mid-level
- Office
- Paid parental leave
- Paid holidays
Client Service Associate
Northwestern Mutual - Twin Cities —Minneapolis, MN
- $50,000 - $70,000 a year
- Full-time
- Hybrid work
- Office
- Bachelor's degree
- Organizational skills
- Health insurance
- Dental insurance
Quick Apply
7d
Client Service Associate
Luminate Bank —Minneapolis, MN
- $25 an hour
- Office
- High school diploma or GED
- Communication skills
- AD&D insurance
- Health insurance
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Client Service/Operations Associate
The Rein Group —Minneapolis, MN
- $55,000 - $62,000 a year
- Full-time
- Background check
- Office
- Administrative experience
- Health savings account
- Paid time off
Quick Apply
1d
Bilingual School Based Therapist
Sagent Behavioral Health —Edina, MN
- $50,000 - $75,000 a year
- Full-time
- LMFT
- Spanish
- English
- Disability insurance
- Health insurance
Quick Apply
Bilingual School Based Therapist
Sagent Behavioral Health —Cottage Grove, MN
- $50,000 - $75,000 a year
- Full-time
- School experience
- LMFT
- Classroom
- Disability insurance
- Health insurance
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Estate Planning Associate (3+ years experience)
MESSERLI KRAMER P.A. —Minneapolis, MN
- $95,000 - $120,000 a year
- Full-time
- Hybrid work
- Bachelor of Science
- Writing skills
- Mid-level
- Health savings account
- Paid holidays
Quick Apply
6d
Attorney for Banking Practice Group: Lateral or Senior Associate
MESSERLI KRAMER P.A. —Minneapolis, MN
- $185,000 - $250,000 a year
- Online Application
- Hybrid work
- 7 years
- Bachelor of Science
- Office
- Health savings account
- Paid holidays
Quick Apply
6d
Associate Attorney- Relocation Required
Parnall Law —Minneapolis, MN
- $200,000 - $400,000 a year
- Full-time
- 5 years
- Senior level
- Paid holidays
- Disability insurance
Quick Apply
Veterinarian
Veterinary Practice Partners —Lino Lakes, MN
- $120,000 - $130,000 a year
- Part-time
- Clinic experience
- Mid-level
- 2 years
- Continuing education credits
- Relocation assistance
Quick Apply
ER / ICU Overnight - Certified Veterinary Technician
University of Minnesota Veterinary Medical Center —Saint Paul, MN
- $22.53 - $27.07 an hour
- Online Application
- Background check
- Blood sampling
- Mid-level
- Health savings account
- Paid holidays
Quick Apply
Regional Elite Truck Driver - Class A Hiring Event 7/21 - Penske Logistics
Penske Truck Leasing and Logistics —Minneapolis, MN
- $3,000 a week
- Online Application
- Customer service
- Ability to walk for extended periods
- No touch freight
- AD&D insurance
- Paid holidays
8d
Maintenance Supervisor
Confidential —Minneapolis, MN
- $25 - $30 an hour
- Overtime
- Background check
- Ability to walk for extended periods
- Computer literacy
- Health savings account
- Health insurance
Quick Apply
7d
Registered Dental Hygienist
Tooth By The Lake —Hopkins, MN
- $55 - $58 an hour
- Part-time
- CPR Certification
- Dental office
- Bachelor of Science
- Paid holidays
- Health insurance
Quick Apply
Senior Tax Accountant
Peter Deng & Associates —Saint Paul, MN
- $85,000 - $105,000 a year
- Temporary
- Spanish
- Management
- CPA
- Continuing education credits
- Health insurance
Quick Apply
Retailer Relationship and Execution Specialist
ACO-US —Andover, MN
- $17.98 - $22.11 an hour
- Full-time
- Microsoft Outlook
- Sales
- Merchandising
- Health insurance
- Dental insurance
Quick Apply
Maintenance Technician
Fine Associates —Minneapolis, MN
- From $25 an hour
- Full-time
- Background check
- Ability to walk for extended periods
- Basic math
- Health savings account
- Health insurance
Quick Apply

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Client Service Associate jobs near Minneapolis, MN

Financial Client Service Associate

Sandvold Financial Group
Hopkins, MN

Quick Apply

Job Details

Full-time
$60,000 - $75,000 a year

Benefits

Health insurance
401(k)
Paid time off

Qualifications

Microsoft Word
Teamwork
Financial services customer support
Microsoft Excel
Spreadsheets
High school diploma or GED
Attention to detail
Client services experience
AI-driven automation
AI

Full Job Description

Summary

The Client Service Associate is the operational backbone of our client experience. You will support our lead advisors and managing directors in delivering an exceptional, high-touch experience to every client - preparing for meetings, executive service requests with precision, and owning the follow-through that keeps client relationships running smoothly. Over time, you will increasingly identify client needs yourself and become a trusted point of contact.

This role rewards people who are organized, detail-obsessed, genuinely warm with clients, and eager to learn the business from the inside.

What You'll Do

Client meeting preparation -lead our weekly set-up meeting, finalize agendas, and ensure every form, document and data point is complete and in the client file before the meeting.

Meeting follow-through -take ownership of post meeting action items handed off by advisors, tracking each to completion and executing them accurately and on time.

Client service & problem resolution -field service inquiries and account requests, troubleshoot online-access and login issues, and escalate to a managing director when a situation calls for it.

Account & paperwork accuracy -prepare and process client paperwork and account transactions in a timely, accurate and complete manner.

Materials & presentations - build polished presentations and materials for client and business- development meetings

Special projects & continuous improvement - take on ad-hoc initiatives from firm leadership, including improving internal systems and workflows and applying AI tools to make the practice more efficient and effective.

A warm, professional presence - make a positive, professional impression on everyone you interact with - prospective and existing clients alike

What You Will Receive

Salary - $60,000-75,000

Benefits – 16 days- vacation paid, increasing by 1/year until 25 days

Licensing opportunities – Covered - we pay and support your licensing

Bonuses – Employers discretion – based on individual and firm performance

Professional growth opportunities – conference participation, educational meetings, professional development, interaction with clients

Education Requirements

HS Diploma or GED required

College Degree

Basic Requirements

2+ years’ related brokerage experience

Excellent PC skills, including Microsoft Word Excel

Baseline proficiency with AI tools, and a willingness to learn and apply them in daily work

Ability to interact effectively with co-workers, clients and management

Strong analytical skills

Candidate must be extremely detail-oriented and highly organized

Candidate must possess excellent oral and written communication skills

Preferred Requirements

Customer service center or call center environment experience

Knowledge of investments, insurance, trusts, bank products and financial

planning

CRM experience / Sales Force experience

Series 7 license

Pay: $60,000.00 - $75,000.00 per year

Benefits:

401(k)
Health insurance
Paid time off

Experience:

financial brokerage : 2 years (Required)

Work Location: In person

Quick Apply

Refine Your Search

Client Service Associate jobs in Minneapolis, MN

Financial Client Service Associate

Client Service Associate

Client Service Associate

Client Service Associate - Minneapolis

Client Service Associate

Client Service Associate

Client Service/Operations Associate

Bilingual School Based Therapist

Bilingual School Based Therapist

Estate Planning Associate (3+ years experience)

Attorney for Banking Practice Group: Lateral or Senior Associate

Associate Attorney- Relocation Required

Veterinarian

ER / ICU Overnight - Certified Veterinary Technician

Regional Elite Truck Driver - Class A Hiring Event 7/21 - Penske Logistics

Maintenance Supervisor

Registered Dental Hygienist

Senior Tax Accountant

Retailer Relationship and Execution Specialist

Maintenance Technician

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