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Client Associate Jobs in Stillwater, MN (NOW HIRING)

Banfield

Client Service Representative

Maplewood, MN · On-site

$16.50 - $22.25/hr

If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. CLIENT SERVICE COORDINATOR ...

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All JobsClient Associate JobsClient Associate Jobs in Stillwater, MN

Client Associate information

See Stillwater, MN salary details

$19.3K

$53.2K

$78.8K

How much do client associate jobs pay per year?

As of Aug 10, 2026, the average yearly pay for client associate in Stillwater, MN is $53,166.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,700.00 and $64,700.00 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 Stillwater, MN are hiring for Client Associate jobs? Cities near Stillwater, MN with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Stillwater, MN as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 12% Part Time, and 6% Contract. Highlights an 79% Physical, 3% Hybrid, and 18% Remote job distribution, with an average salary of $53,166 per year, or $25.6 per hour.

Client Operations Associate - Manager

DSG CAPITAL ADVISORS, LLC

Minneapolis, MN • On-site

$70K - $85K/yr

Full-time

Re-posted 5 days ago

Job description

We're growing — and we're looking for the person to keep everything running smoothly.

DSG Capital Advisors is a boutique, fast-growing Registered Investment Advisor (RIA) based in Edina, MN. We serve a select group of high-net-worth client families through a personalized, Family Office model, and as we grow, we're adding a Client Operations Associate / Manager to our team.

This isn't a back-office role. You'll work side by side with our advisors, leadership, and clients, playing a meaningful part in the experience we deliver every day.

What you'll do:

· Manage day-to-day operations and workflows across the firm

· Support client onboarding, account management, and service requests

· Coordinate between advisors, leadership, and custodians

· Identify and improve operational processes as we scale

· Contribute to a team-first culture built on accountability and excellence

Who we're looking for:

· 2–8 years of operations experience in an RIA, wealth management, or financial services environment

· Someone who thrives in a boutique, high-touch setting — not a large corporation

· Detail-oriented, proactive, and comfortable wearing multiple hats

· A collaborative communicator who takes ownership of their work

· A process-driven professional dedicated to streamlining workflows and maximizing operational efficiency.

We value people who show up, invest in the team, and grow with the firm. As DSG continues to expand, we are committed to recognizing and rewarding those who make meaningful contributions to our success.

DSG Capital Advisors, LLC does not discriminate based on race, color, religion, sex, national origin, age, disability, or genetic information.