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Client Associate Jobs in Lake Elmo, MN (NOW HIRING)

Trust Point Inc.

Client Service Associate

Minneapolis, MN · On-site

$15.25 - $21/hr

Client Service Associate Recognized as a "Best Place to Work" for the 8th year in a row! Trust Point Inc. is looking to hire a full-time Client Service Associate in our Wealth Management department.

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All JobsClient Associate JobsClient Associate Jobs in Lake Elmo, MN

Client Associate information

See Lake Elmo, MN salary details

$18.5K

$50.9K

$75.4K

How much do client associate jobs pay per year?

As of Aug 15, 2026, the average yearly pay for client associate in Lake Elmo, MN is $50,882.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,900.00 and $61,900.00 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 are the most commonly searched types of Client jobs in Lake Elmo, MN?

The most popular types of Client jobs in Lake Elmo, MN are:

What job categories do people searching Client Associate jobs in Lake Elmo, MN look for?

The top searched job categories for Client Associate jobs in Lake Elmo, MN are:

What cities near Lake Elmo, MN are hiring for Client Associate jobs?

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

Client Associate jobs near you
Infographic showing various Client Associate job openings in Lake Elmo, MN as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 15% Part Time, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $50,882 per year, or $24.5 per hour.

Part-Time Client Service Associate

LPL Financial

Hudson, WI

$23.52 - $39.17/hr

Part-time

Medical, Retirement, PTO

Re-posted 6 days ago

LPL Financial rating

7.3

Company rating: 7.3 out of 10

Based on 71 frontline employees who took The Breakroom Quiz

123rd of 150 rated financial services

Job description

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:
The Client Service Associate plays a crucial role in supporting financial advisors and ensuring an exceptional client experience. This position is responsible for administrative tasks, client relationship management, and operational support within the branch office. The ideal candidate is highly organized, detail oriented, and able to handle multiple responsibilities while maintaining a professional and client focused approach.


Responsibilities:

  • Serve as the first point of contact for clients, providing friendly and professional assistance via phone, email and in person.

  • Schedule and confirm client meetings, prepare necessary documentation, and assist with follow-ups.

  • Address general client inquires related to account maintenance, statements, and online access.

  • Ensure timely and accurate processing of client requests, such as beneficiary updates, address changes, RMDs, and account transfers.

  • Maintain strict confidentiality regarding client information and adhere to compliance guidelines.

  • Manage calendars, coordinate appointments, and organize client review meetings for financial advisors.

  • Prepare, proofread, and distribute reports, presentations and correspondence.

  • Maintain and update client records in the firm's CRM system, ensuring data accuracy.

  • Handle incoming and outgoing mail, including scanning and filing important documents.

  • Order office supplies and assist with general office upkeep.

  • Process new account paperwork, ensuring all required documentation is completed and compliant.

  • Assist in maintaining compliance records, ensuring adherence to FINRA, SEC and firm policies.

  • Support the team in monitoring client accounts for accuracy and resolving administrative issues.

  • Coordinating with custodians, fund companies, and other financial institutions to process transactions and resolve client account issues.

  • Assist in organizing client appreciation events, webinars, and educational seminars.

  • Help manage social media updates, newsletters, and other client communication initiatives.

What are we looking for?

We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.


Requirements:

  • Ability to work part-time on-site Monday - Thursday 8:00 - 2:00, with some flexibility as needed.

  • Strong organizational skills with a keen attention to detail.

  • Excellent verbal and written communication skills.

  • Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).

  • Ability to learn and use CRM systems.

  • Strong problem-solving skills, and the ability to work both independently and with a team.

  • High level of professionalism, discretion, and ethical conduct.


Preferences:

  • Associate or bachelor's degree, preferably in business, accounting or finance.

#LI-Onsite


Pay Range:

$23.52-$39.17/hour
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.


At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.


For further information about LPL, please visit www.lpl.com.


Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.


Information on Interviews:

LPL will only communicate with a job applicant directly from an@lplfinancial.comemail address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at(855) 575-6947.


EAC 5.19.26

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