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Client Associate Jobs in Eitzen, MN (NOW HIRING)

Stifel

Registered Client Service Associate

La Crosse, WI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

What You'll Be Doing The Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide ...

Stifel

Registered Client Service Associate

La Crosse, WI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative ...

Stifel

Registered Client Service Associate

La Crosse, WI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

What You'll Be Doing The Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide ...

Trust Point Inc.

Client Service Associate

La Crosse, WI · On-site

$14.25 - $19.75/hr

  • Retirement

Trust Point Inc. is looking to hire a full-time Client Service Associate in our Wealth Management department. We are currently seeking a polished and professional candidate to provide full-time ...

Trust Point Inc.

Client Service Associate

La Crosse, WI · On-site

$14.25 - $19.75/hr

  • Retirement

Trust Point Inc. is looking to hire a full-time Client Service Associate in our Wealth Management department. We are currently seeking a polished and professional candidate to provide full-time ...

Trust Point Inc.

Client Service Associate

La Crosse, WI · On-site

$14.25 - $19.75/hr

  • Retirement

Trust Point Inc. is looking to hire a full-time Client Service Associate in our Wealth Management department. We are currently seeking a polished and professional candidate to provide full-time ...

H&R Block

Tax Associate

Forest Lake, MN · On-site

$14.45 - $18/hr

  • Retirement

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

La Crosse, WI · On-site

$57K - $76K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

La Crosse, WI · On-site

$57K - $76K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

State Farm

Account Associate - State Farm Agent Team Member

WI · On-site

$40K - $60K/yr

  • Medical

  • Life

  • Retirement

  • PTO

As Account Associate - State Farm Agent Team Member for Reggie Rabb - State Farm Agent, you are ... You grow our agency through meaningful client relations and acting as a liaison between customer ...

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All JobsClient Associate JobsClient Associate Jobs in Eitzen, MN

Client Associate information

See Eitzen, MN salary details

$18.7K

$51.5K

$76.3K

How much do client associate jobs pay per year?

As of Aug 14, 2026, the average yearly pay for client associate in Eitzen, MN is $51,538.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,400.00 and $62,700.00 per year, depending on experience, location, and employer.

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 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.

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 Eitzen, MN are hiring for Client Associate jobs?

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

Client Associate jobs near you
Infographic showing various Client Associate job openings in Eitzen, MN as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 13% Part Time, and 8% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $51,538 per year, or $24.8 per hour.

Registered Client Service Associate

Stifel

La Crosse, WI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 13 days ago

Stifel rating

8.3

Company rating: 8.3 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

Why Stifel
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
The Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Non-registered candidates will be considered, but will be required to obtain licenses.
What We're Looking For
  • Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client.
  • Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.
  • Provide quotes and other account-related information to assist clients.
  • Organize and assist in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office.
  • Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).
  • Provide reports and other information to FA(s), as requested.
  • Perform calling activities, not limited to existing clients, using scripts approved by a principal of Advertising and Graphics. Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
  • Accept and enter unsolicited orders from clients in states in which they are registered and may enter orders received directly from a FA who is registered in the client's state of residence.
  • Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior.
  • Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager.

What You'll Bring
  • Administrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology.
  • Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products.
  • Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently.
  • Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving.
  • Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
  • Communication Skills - The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette.

Education & Experience
  • Minimum Required: High School Diploma or equivalent
  • Minimum Required: 2 years investment industry experience

Licenses & Credentials
  • Minimum Required: Series 7 and 63 or 66
  • Minimum Required: Willing to obtain licenses

Systems & Technology
  • Proficient in Microsoft Excel, Word, PowerPoint, Outlook.

About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.

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