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Client Associate Jobs in Minnesota (NOW HIRING)

Gallagher

Associate Client Executive

Saint Cloud, MN · On-site

$75K - $103K/yr

You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a ...

High Note Wealth LLC

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Client Service Associate

Wayzata, MN · On-site

$65K - $85K/yr

Client Service Associate: High Note Wealth is an independent wealth management firm that works with a select group of successful families and business owners who recognize the value of financial ...

High Note Wealth LLC

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Client Service Associate

Wayzata, MN · On-site

$65K - $85K/yr

Client Service Associate: High Note Wealth is an independent wealth management firm that works with a select group of successful families and business owners who recognize the value of financial ...

Luminate Bank

Client Service Associate

Minneapolis, MN · On-site

The Client Service Associate is responsible for delivering exceptional customer experience through responsive service, efficient operations, and accurate transaction processing. This role supports ...

Luminate Bank

Client Service Associate

Minneapolis, MN · On-site

$25/hr

The Client Service Associate is responsible for delivering exceptional customer experience through responsive service, efficient operations, and accurate transaction processing. This role supports ...

GDIT

Client Support Administrator

Rochester, MN · On-site

$25.63 - $26.19/hr

Yes Client Support Administrator CLC 8 Transform technology into opportunity as a Client Support ... Must have associate level of "hands on" work experience in support of installations, repair, and ...

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All JobsClient Associate JobsClient Associate Jobs in Minnesota

Client Associate information

See Minnesota salary details

$18.1K

$49.9K

$73.9K

How much do client associate jobs pay per year?

As of Jul 16, 2026, the average yearly pay for client associate in Minnesota is $49,915.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,200.00 and $60,700.00 per year, depending on experience, location, and employer.

What jobs pay 4000 a week without a degree?

A Client Associate role typically does not pay $4,000 a week without relevant experience or specialized skills. High-paying roles that can reach this level often involve sales, real estate, or financial services where commissions and bonuses are significant, but they usually require experience, certifications, or licensing. Most jobs paying this amount without a degree are in sales, entrepreneurship, or commission-based positions.

Is a client service associate a good job?

A client service associate is a role focused on assisting clients, managing accounts, and providing support within financial or service industries. It often requires strong communication skills, attention to detail, and familiarity with customer relationship management tools. The job can offer stable employment and opportunities for advancement, depending on the employer and industry.

What does a client associate do?

A client associate supports clients by managing accounts, providing information, and addressing inquiries. They often handle administrative tasks, use customer relationship management (CRM) tools, and ensure client needs are met efficiently within a financial or service environment.

How does a Client Associate typically collaborate with other teams within a financial services firm?

Client Associates frequently work alongside financial advisors, operations staff, and compliance departments to ensure seamless client service. They may coordinate account openings, process transactions, and assist with client inquiries, requiring strong communication and organizational skills. Collaboration is often facilitated through regular meetings, shared software platforms, and cross-departmental projects, making teamwork an essential aspect of the role. Adapting to different working styles and managing multiple priorities are common challenges that Client Associates navigate in this collaborative environment.

What are Client Associates?

Client Associates are professionals who support financial advisors or client relationship managers in delivering high-quality service to clients. They handle administrative tasks, prepare account paperwork, respond to client inquiries, and help manage client accounts. Their role ensures smooth communication between clients and the firm while allowing advisors to focus on providing financial guidance. Client Associates often work in banking, wealth management, or investment firms. The position requires strong organizational, communication, and customer service skills.

Is Associate the lowest position?

In many organizations, the title of Client Associate is an entry-level or junior position, but it is not necessarily the lowest role. Some companies have internships, assistants, or trainee roles that are considered lower, while others may have multiple levels of associates before reaching senior or managerial positions. Career progression often depends on experience, performance, and company structure.

What are the key skills and qualifications needed to thrive as a Client Associate, and why are they important?

To thrive as a Client Associate, you need strong organizational abilities, attention to detail, and foundational knowledge of financial products or client services, often supported by a relevant degree. Familiarity with CRM systems, financial software, and proficiency in Microsoft Office are typically required, and some firms may seek Series 7 or 63 licenses. Excellent communication, problem-solving skills, and a client-focused attitude help build trust and foster lasting client relationships. These capabilities ensure efficient client support, accurate processing of transactions, and contribute to overall client satisfaction and business success.

What is the difference between Client Associate vs Customer Service Representative?

AspectClient AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer finance or sales certificationsHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentFinancial institutions, investment firms, banksRetail, call centers, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, telecommunications, hospitality
Common Search & Comparison IntentUnderstanding roles in finance and client managementCustomer support and service roles

The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.

What are the most commonly searched types of Client jobs in Minnesota? The most popular types of Client jobs in Minnesota are:
What are popular job titles related to Client Associate jobs in Minnesota? For Client Associate jobs in Minnesota, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Minnesota look for? The top searched job categories for Client Associate jobs in Minnesota are:
What cities in Minnesota are hiring for Client Associate jobs? Cities in Minnesota with the most Client Associate job openings:
What are popular job titles related to Client Associate jobs in MN? For Client Associate jobs in MN, the most frequently searched job titles are:
Client Associate jobs near you
ASSOCIATE, PRIVATE WEALTH CLIENT SERVICES

ASSOCIATE, PRIVATE WEALTH CLIENT SERVICES

Cresset Capital

Minneapolis, MN • On-site

$75K - $100K/yr

Other

Medical, Dental, Vision, Life, Retirement

Re-posted 24 days ago

Job description

About Cresset
Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized-integrated, intentional, and aligned with each client's vision of success.
We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first.
Proudly owned by our clients and employees, Cresset was built to endure. We are creating a 100+ year firm-one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.
Role Overview
We are seeking an Associate, Private Wealth Client Services to support a collaborative team of
advisors serving a select group of high-net-worth families. This individual will play a critical role in delivering a high-touch client experience while gaining exposure to all aspects of wealth management.
This role is ideal for someone with a strong service mindset who is looking to deepen their experience working with sophisticated clients and, over time, has the potential to grow into a broader advisory capacity.
Key Responsibilities
  • Serve as a primary point of contact for client service and operational needs, delivering a responsive, high-quality experience
  • Support client onboarding, including account setup, asset transfers, and coordination of required documentation
  • Manage ongoing account maintenance (e.g., ownership changes, beneficiary updates, trust accounts, and related requests)
  • Coordinate cash movements, distributions, and other transactions with custodians and banking partners
  • Maintain accurate client records in Salesforce and support reporting needs
  • Organize and manage client documentation, including tax and legal materials
  • Partner with internal and external professionals (e.g., CPAs, attorneys) to ensure a seamless client experience
  • Assist advisors with meeting preparation, follow-ups, and ad hoc client requests

What Sets This Role Apart
  • Direct exposure to experienced advisors and sophisticated client situations
  • Opportunity to develop a deeper understanding of portfolio management, planning, and client relationships
  • A clear path to take on increasing responsibility over time, based on performance and initiative

Qualifications
  • Bachelor's degree in Finance, Business, Accounting, or related field
  • 2+ years of experience in financial services, ideally supporting high-net-worth clients
  • Strong attention to detail and ability to manage multiple priorities in a fast-paced environment
  • High level of professionalism, discretion, and client service orientation
  • Clear communicator with strong written and interpersonal skills
  • Self-starter with a willingness to take ownership and solve problems
  • Proficiency in Microsoft Office; familiarity with Salesforce, Addepar, or custodial platforms is a plus

Who You Are
  • A utility player who thrives in a team environment
  • Naturally organized and proactive
  • Calm under pressure and responsive to client needs
  • Interested in building long-term career in wealth management

What We Offer:
At Cresset, we focus on people first. As a service business, our people are our assets. Engaging our clients and employees is our highest priority. Starting base salary is $75,000 - $100,000. Salary will be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and geographic location. Cresset offers a competitive compensation package including an annual incentive and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs. Aligning employee and organizational interests, all employees receive equity in Cresset.
Equal Employment Opportunity
It is the policy of Cresset to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Cresset's policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.
Everything Starts With Culture.
Our Vision
We exist to optimize wealth and elevate life-giving clients the time, clarity, and trusted partnership to pursue what matters most.
Our Values
*Disclosures related to awards, recognitions, and rankings available here.
Cresset refers to Cresset Capital Management, and all its respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducts advisory business under the names of Cresset Sports & Entertainment, CH Investment Partners, and Cresset Capital. Cresset provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset also provides investment advisory services to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC is an SEC registered investment advisor. SEC registration does not imply any specific level of skill or training.

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