ZipRecruiter

Log In

1

Associate Client Manager Jobs in Minneapolis, MN

LPL Financial

Part-Time Client Service Associate

Hudson, WI · On-site

$23.52 - $39.17/hr

Manage calendars, coordinate appointments, and organize client review meetings for financial ... Associate or bachelor's degree, preferably in business, accounting or finance. #LI-Onsite Pay Range ...

previous pagenext page

Showing results 21-40

All JobsAssociate Client JobsAssociate Client Manager JobsAssociate Client Manager Jobs in Minneapolis, MN

Associate Client Manager information

See Minneapolis, MN salary details

$12

$26

$52

How much do associate client manager jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for associate client manager in Minneapolis, MN is $26.53, according to ZipRecruiter salary data. Most workers in this role earn between $18.08 and $31.11 per hour, depending on experience, location, and employer.

What does an associate client manager do?

An Associate Client Manager is responsible for supporting senior client managers in maintaining and growing relationships with clients. They assist with project management, client communications, and the delivery of products or services to ensure client satisfaction. Their role often includes data analysis, preparing reports, coordinating with internal teams, and addressing client needs or concerns. This position serves as a key link between the client and the company, helping to ensure smooth operations and the successful execution of client projects.

How does an associate client manager typically collaborate with internal teams to meet client needs?

As an Associate Client Manager, you'll work closely with cross-functional teams such as sales, marketing, product development, and customer support to ensure client objectives are met. This role often involves coordinating meetings, sharing client feedback, and aligning internal resources to deliver tailored solutions. Effective communication and organizational skills are key, as you'll act as the main point of contact between clients and your company, ensuring that all stakeholders are informed and engaged throughout project lifecycles.

What are the key skills and qualifications needed to thrive as an associate client manager, and why are they important?

To thrive as an Associate Client Manager, you need strong analytical skills, a solid understanding of client relationship management, and preferably a degree in business, marketing, or a related field. Familiarity with CRM software, data analysis tools such as Excel or Tableau, and project management systems is typically required. Exceptional communication, problem-solving, and organizational skills help you build trust and efficiently address client needs. These competencies are vital for fostering client satisfaction, driving business growth, and ensuring seamless project execution.

What is the difference between Associate Client Manager vs Client Manager?

AspectAssociate Client ManagerClient Manager
Required CredentialsBachelor's degree, relevant certifications often preferredBachelor's degree, extensive experience in client management
Work EnvironmentSupportive team, entry to mid-level client interactionsLeadership role, direct client engagement, strategic planning
Employer & Industry UsageFinancial services, marketing, consulting firmsFinancial institutions, advertising agencies, consulting firms
Common Search & ComparisonEntry to mid-level client support rolesSenior client relationship management

The Associate Client Manager typically handles support tasks and assists in client interactions, often requiring a bachelor's degree and relevant certifications. The Client Manager role involves more direct client engagement, strategic planning, and leadership responsibilities. While both roles are vital in client-facing industries, the Associate Client Manager is an entry to mid-level position, whereas the Client Manager is more senior and strategic.

Associate Client Manager jobs near you
Infographic showing various Associate Client Manager job openings in Minneapolis, MN as of August 2026, with employment types broken down into 84% Full Time, 13% Part Time, and 3% Contract. Highlights an 84% Physical, 2% Hybrid, and 14% Remote job distribution, with an average salary of $55,184 per year, or $26.5 per hour.

Client Associate (Wealth Management)

Sanctuary Wealth Group LLC

Minnetonka, MN • Hybrid

$75K - $95K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 15 days ago

Job description

Description

Description

Client Associate (Wealth Management)

Location:  Carlson Towers, Minnetonka, MN 

Type: Hybrid, Flexible

Experience: 4+ years of Wealth Management Experience

Schedule: Open to flexibility based on mutual fit 

Pay Range: $75,000-$95,000 Annual Salary Equivalent (prorated to hours worked) + Discretionary Bonus Potential 

Firm: NewSpring Wealth Partners 


Join Our Team at NewSpring Wealth Partners - At NewSpring Wealth Partners , we believe wealth management should feel personal, empowering, and deeply relationship-driven. As an independent, planning-focused firm, we work closely with successful individuals and families to simplify financial complexity, create clarity, and help clients pursue what matters most to them.



About the Role - We are seeking a highly organized, proactive, and client-centric Client Associate to support our growing practice. This role is ideal for someone who thrives in a collaborative and flexible environment, values professionalism and responsiveness, and enjoys being an integral part of delivering an exceptional client experience.

This opportunity is intentionally designed with flexibility in mind. We are open to candidates seeking a flexible structure that may evolve over time based on business needs and mutual fit. Whether you are an experienced Client Associate looking for greater work-life balance, returning to the workforce, or seeking a more personalized team culture, we would love to connect.



Responsibilities 

  • Support client onboarding processes, including account opening, custodial paperwork, and coordination with Schwab to ensure a smooth and timely experience 
  • Handle ongoing account maintenance requests, including transfers, distributions, beneficiary updates, and other service-related changes with accuracy and attention to detail 
  • Coordinate and confirm client money movements promptly and securely while adhering to firm procedures and compliance standards 
  • Serve as a key point of contact for clients, managing inbound and outbound communication with professionalism, warmth, responsiveness, and confidence 
  • Communicate with clients clearly and thoughtfully in writing, including follow-up correspondence, meeting recaps, service updates, and requests for information 
  • Prepare materials and documentation for client review meetings, including account summaries, financial data, and tracking of outstanding action items 
  • Maintain accurate and organized client records within Wealthbox CRM, ensuring all interactions and updates are documented appropriately 
  • Assist with compliance-related documentation, operational workflows, and internal administrative processes to support the broader advisory team 
  • Collaborate closely with advisors and team members to help deliver a high-touch, white-glove client experience across all stages of the relationship

Requirements

Ideal Profile / Experience

Four or more years of client service experience in wealth management or financial services is preferred. 

Platform experience matters less than a strong grasp of the fundamentals:

  • Account types and structures (individual, joint, IRA, trust, and similar)
  • Account opening, onboarding, and KYC processes
  • Risk tolerance frameworks and money movement workflows
  • Confident, professional phone communication with clients
  • Polished written communication: the ability to draft a client email or meeting recap that is clear, warm, and accurate on the first pass

Custodial platform experience (Schwab, Fidelity, or equivalent) is a plus, not a requirement. Wirehouse and broker-dealer backgrounds translate well. 


A Series 65 or 66 is a plus but not required.


Beyond technical knowledge, we are looking for someone who is organized, proactive, and client-first. The ideal candidate takes ownership, communicates without being prompted, and takes pride in getting the details right.



Schedule & Flexibility

We recognize that exceptional talent does not always fit into a traditional 8:00 AM - 5:00 PM structure.


This role is intentionally designed with flexibility and sustainability in mind. We are open to discussing schedules depending on candidate preference, experience level, and long-term fit.


Our goal is to create a mutually beneficial structure that allows team members to perform at a high level while maintaining balance and flexibility in their personal lives.



Benefits

  • Medical, dental, and vision insurance for employees working 30 or more hours per week
  • Group life and group disability insurance for employees working 30 or more hours per week
  • 401(k) with 3% safe harbor contribution, available to all employees regardless of hours worked
  • Prorated paid time off


Why Join NewSpring?

  • Boutique, independently owned RIA with a strong, established client base
  • Work directly alongside an experienced advisor in a high-trust environment
  • Flexible scheduling built around outcomes
  • Small-team culture where your contributions are visible and valued

Apply