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Client Associate Jobs in Blue Earth, MN (NOW HIRING)

Provide excellent customer service and develop a professional working relationship with store management, associates and other merchandising companies to effectively meet company and client ...

Retail Store Stocking Associate

New Richland, MN ยท On-site

$15 - $17.25/hr

Review project instructions and client expectations before each assignment * Execute merchandising projects according to client requirements * Perform product resets, cut-ins, display maintenance ...

Retail Store Stocking Associate

Lake Mills, IA ยท On-site

$14.50 - $16.75/hr

Review project instructions and client expectations before each assignment * Execute merchandising projects according to client requirements * Perform product resets, cut-ins, display maintenance ...

Customer Service Associate I

Fairmont, MN

$14.50 - $20/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...

Customer Service Associate I

Saint James, MN ยท On-site

$13 - $18/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...

Customer Service Associate I

Fairmont, MN ยท On-site

$14.50 - $20/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...

Communicate with clients, client suppliers, vendors and banking contacts * Assist in client ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

Communicate with clients, client suppliers, vendors and banking contacts * Assist in client ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

Client Services * Works closely with internal and external clients to set up, organize, verify and ... Associate's degree in accounting, business administration, legal, agriculture or related field; or ...

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Showing results 1-20

Client Associate information

See Blue Earth, MN salary details

$17.9K

$49.3K

$73.1K

How much do client associate jobs pay per year?

As of Aug 27, 2026, the average yearly pay for client associate in Blue Earth, MN is $49,347.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,700.00 and $60,000.00 per year, depending on experience, location, and employer.

What is a client associate?

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.

What are the key skills and qualifications needed to thrive as a client associate?

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.

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 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 cities near Blue Earth, MN are hiring for Client Associate jobs?

Cities near Blue Earth, MN with the most Client Associate job openings:

Infographic showing various Client Associate job openings in Blue Earth, MN as of August 2026, with employment types broken down into 83% Full Time, 12% Part Time, 4% Contract, and 1% Nights. Highlights an 71% Physical, 2% Hybrid, and 27% Remote job distribution, with an average salary of $49,347 per year, or $23.7 per hour.

Relationship and Operations Associate

Fairmont, MN โ€ข On-site

$39K - $49K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 14 days ago


Job description

Who We Are
In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It's the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.
We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms - and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.
Who We Want
Deliver ongoing client service and support that strengthens relationships and enhances the overall client experience. Partner with advisors as the primary operational resource to determine and complete actions required to open new accounts and maintain existing accounts accurately and on time. Build familiarity with the advisor's book of business while managing time effectively and developing new competencies to support efficient, compliant operations.
  • Client & Advisor Support: Provide white-glove communication to clients and advisors through phone, email, and meetings. Serve as a professional point of contact with custodians and ensure compliance with periodic client review requirements.
  • Account Administration: Prepare and process paperwork for new accounts, cashiering, transfers, and account maintenance requests. Take ownership of asset transfers to ensure seamless and timely completion. Execute accurate money movements per advisor or client requests while maintaining documentation and compliance standards.
  • Client Experience & Front Office Management: Greet and assist clients, prospects, vendors, and employees in person and via phone, email, and text. Ensure the lobby and conference rooms are prepared for meetings, maintaining cleanliness, comfort, and professionalism. Manage phone greetings, call routing, and scheduling support to create seamless, high-quality interactions from arrival to departure. Oversee day-to-day office logistics, including mail distribution, supply management, and coordination with vendors and facilities.
  • Client Engagement & Marketing Support: Support client engagement initiatives, including event and seminar logistics, client appreciation touchpoints (birthdays, anniversaries, milestones), and gifting programs. Assist with maintaining marketing materials and office branding, and support execution of local marketing campaigns in partnership with the firm's marketing resources.
  • Data & Records Management: Maintain accurate and complete client information in firm databases and systems. Update client records promptly and ensure information integrity across platforms.
  • Project & Workflow Support: Follow established guidelines to achieve goals and deliverables in collaboration with leaders and stakeholders. Set and meet project expectations with team members, delegate tasks appropriately, and track progress to completion.
  • Process Improvement: Assist in developing procedures that increase accuracy and streamline operational steps. Identify opportunities to simplify workflows and enhance consistency.
  • Other Duties: Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives.

What You Need
โ€ข Bachelor's degree in Business Administration, Accounting, Finance, or related field
preferred.
โ€ข Minimum of one year of experience in financial services or banking preferred.
โ€ข Knowledge of financial advisor office tools such as Orion, Goldmine, Redtail, or
Salesforce preferred.
โ€ข Proficiency in Microsoft Office, including Word, Access, Excel, and Outlook
required.
โ€ข Strong research and problem-solving skills required.
โ€ข Exceptional attention to detail required.
โ€ข Curiosity and natural desire to learn preferred.
โ€ข Ability to compile statistics and reports accurately required.
โ€ข Excellent planning, organizational, project management, and time management
skills required.
โ€ข Ability to manage multiple projects with precision required.
โ€ข Strong written and verbal communication skills required.
โ€ข Desire for continual personal and professional growth preferred.
Physical Requirements
EEO Statement:
In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.
The total rewards expected for this role include:
  • Starting annual base salary between $50,000 - $56,000.
  • Variable compensation potential (Bonus)
  • Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.

#LI-JS1
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.