Top 73 client services associate Jobs in eagan, mn

Client Service Specialist
Stratosphere Financial Services A financial advisory practice of Ameriprise Financial Services, LLC —Mendota Heights, MN
- $44,000 - $52,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Client Relations Specialist - Fast Track Opportunity to Freight Broker
C.H. Robinson —Eden Prairie, MN
- $19.23 - $38.47 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
- Paid parental leave
- Health savings account
Inside Sales & Customer Support Representative
SunSource —Burnsville, MN
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Health insurance
- Dental insurance
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Transfer Agent Client Onboarding Associate
Odyssey Transfer and Trust Company —Eagan, MN
- Full-time
- Computer literacy
- Mid-level
- Office
- AD&D insurance
- Disability insurance
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Senior Client Advisor
Blue Cross and Blue Shield of Minnesota —Eagan, MN
- $90,800 - $149,800 a year
- Hybrid work
- Sales
- Research
- Office
- Health insurance
- Dental insurance
Client Account Manager - Commercial Lines
Choice Insurance —Eagan, MN
- $28 - $36 an hour
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Paid training
- Health savings account
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Seasonal Client Associate - Mall of America
Travis Mathew —Bloomington, MN
- $16 an hour
- Part-time
- Cash register
- Computer skills
- Communication skills
SALES & CLIENT SERVICES COORDINATOR
Windmill Strategy —Minneapolis, MN
- $55,000 - $70,000 a year
- Full-time
- Remote
- Google Workspace
- Mid-level
- Administrative experience
- Paid holidays
- Disability insurance
Commercial Banking Client Representative
U.S. Bank National Association —Minneapolis, MN
- $24.18 - $32.21 an hour
- Multiple hires
- Hybrid work
- Mid-level
- 3 years
- Analysis skills
- Paid holidays
- Disability insurance
Wealth Management Client Associate
Bank of America —Bloomington, MN
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Client Advisor (Part-time), A|X Armani Exchange
A|X Armani Exchange —Bloomington, MN
- $14 an hour
- Weekends as needed
- Merchandising
- High school diploma or GED
- Communication skills
- Disability insurance
- Health insurance
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Client Specialist
Talbots —Eden Prairie, MN
- $12.70 - $15.90 an hour
- Part-time
- Organizational skills
- Computer skills
- Communication skills
- Store discount
- Referral program
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Part-Time Client Associate (Wealth Management)
Sanctuary Wealth Group LLC —Minnetonka, MN
- $75,000 - $95,000 a year
- Part-time
- Mid-level
- Office
- Communication skills
- Disability insurance
- Health insurance
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Associate Client Executive
Gallagher —Bloomington, MN
- $111,500 - $217,500 a year
- Full-time
- Mid-level
- High school diploma or GED
- Bachelor's degree
- Paid parental leave
- Health savings account
Ascent Associate of Client Experience - Minneapolis, MN
U.S. Bank National Association —Minneapolis, MN
- $81,515 - $95,900 a year
- Full-time
- 5 years
- Office
- Administrative experience
- Paid holidays
- Disability insurance
Client Success Program Manager
North American Science Associates, LLC. —Mendota Heights, MN
- $66,800 - $75,000 a year
- Full-time
- 7 years
- Microsoft Outlook
- Ability to walk for extended periods
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Client Specialist Key
Talbots —Roseville, MN
- $13.20 - $16.40 an hour
- Part-time
- Organizational skills
- Computer skills
- Communication skills
- Store discount
- Referral program
Quick Apply
Private Wealth Client Associate
Bank of America —Minneapolis, MN
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
7d
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
4d
Client Services Specialist
MEDITECH —Minnetonka, MN
- $54,000 - $66,000 a year
- Full-time
- Military
- Laboratory experience
- Research
- Profit sharing
- Paid holidays

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Client Service Specialist

Stratosphere Financial Services A financial advisory practice of Ameriprise Financial Services, LLC
Mendota Heights, MN

Quick Apply

Job Details

Full-time
$44,000 - $52,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
401(k) 4% Match
Vision insurance
401(k) matching
Life insurance
Retirement plan

Qualifications

Customer communication
Administrative experience
Customer relationship management
Face-to-face client meetings
Financial services
CRM system proficiency
Appointment scheduling
Client interaction via phone calls

Full Job Description

Job Overview
Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations. Assist financial advisor(s) and associate financial advisor(s) in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities. This role provides client relationship support through interacting directly with clients to ensure accurate account set up and through acting as a liaison to answer client questions. The role will also perform other practice management tasks relating to client service as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing a client seminar.

Preferred: 3+ years experience in financial office such as financial Advisory office, Bank, Insurance

Required: 2+ years of office experience as admin or assistant working with clients

Responsibilities and Time Allocation – Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor. Position Functions:

Work with home office to ensure accurate account setup and resolve issues
Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
Maintain files and records in accordance with the records retention policy
Perform other allowable duties as assigned by the financial advisor(s) and associate financial advisor(s)
Provide insight and recommendations to effectively use key tools (MOD, Go Social, Advisor website, etc.) that help lead to results in practice
Open and log incoming and outgoing mail
Set up and maintain client management system/ Client service frequency report
Call clients or prospects to set up meetings or appointments
Write notes or letters to clients on personal letterhead of administrative nature only and handle client appreciation
Answer incoming and outbound calls and direct to appropriate team member
Conduct transaction requests as directed by financial advisor(s) and associate financial advisor(s)
Coordinate client appreciation events and seminars
Track client special events and make appropriate contact per established client contact model Key
Answer unsolicited calls from prospects to schedule appointments or refer to advisor

Skills

Strong project management abilities with a focus on meeting deadlines and delivering results.
Proficiency in account management practices to nurture long-term client relationships.
Experience with Salesforce CRM software for effective tracking and reporting.
Familiarity with SaaS products and services to provide informed support to clients.
Background in sales techniques that drive client engagement and satisfaction.
Excellent customer relationship management skills with a commitment to providing outstanding service.
Strong communication skills, both written and verbal, to convey information clearly and effectively.
Analytical skills to assess data trends and make informed decisions based on insights.
Knowledge of financial services is a plus, enhancing your ability to understand client needs in this sector. Join us as a Client Services Specialist where your contributions will directly impact our clients' success!

Job Type: Full-time

Pay: $44,000.00 - $52,000.00 per year

Benefits:

401(k)
401(k) 4% Match
401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Retirement plan
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

client services associate jobs in eagan, mn

Client Service Specialist

Client Relations Specialist - Fast Track Opportunity to Freight Broker

Inside Sales & Customer Support Representative

Transfer Agent Client Onboarding Associate

Senior Client Advisor

Client Account Manager - Commercial Lines

Seasonal Client Associate - Mall of America

SALES & CLIENT SERVICES COORDINATOR

Commercial Banking Client Representative

Wealth Management Client Associate

Client Advisor (Part-time), A|X Armani Exchange

Client Specialist

Part-Time Client Associate (Wealth Management)

Associate Client Executive

Ascent Associate of Client Experience - Minneapolis, MN

Client Success Program Manager

Client Specialist Key

Private Wealth Client Associate

Client Service Associate

Client Services Specialist

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