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Client Relations Associate Jobs in Minnesota (NOW HIRING)

Investor Services Associate

Minneapolis, MN · Hybrid

$45K - $60K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Investor Services Associate- GP Fund Solutions As an Investor Services Associate GPFS, you'll play ... Support and review projects related to client requests or internal operational goals. * Develop ...

Investor Services Associate

Minneapolis, MN · On-site

$45K - $60K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Investor Services Associate- GP Fund Solutions As an Investor Services Associate GPFS, you'll play ... Support and review projects related to client requests or internal operational goals. * Develop ...

Investor Services Associate

Minneapolis, MN · On-site

$45K - $60K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Investor Services Associate GP Fund Solutions As an Investor Services Associate GPFS, you'll play a ... Support and review projects related to client requests or internal operational goals. * Develop ...

Office Services Associate

Edina, MN

$16.50 - $20.75/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The Office Services Associate assumes a pivotal role in ensuring the smooth functioning of office ... Reporting to the Client Relations Manager, this position bears responsibility for maintaining a ...

Office Services Associate

Edina, MN · On-site

$16.50 - $20.75/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The Office Services Associate assumes a pivotal role in ensuring the smooth functioning of office ... Reporting to the Client Relations Manager, this position bears responsibility for maintaining a ...

Office Services Associate

Edina, MN · On-site

$16.50 - $20.75/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The Office Services Associate assumes a pivotal role in ensuring the smooth functioning of office ... Reporting to the Client Relations Manager, this position bears responsibility for maintaining a ...

Operations Associate - Parametric

Minneapolis, MN · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

ABOUT THE TEAM The Client Relations Group (CRG) at Parametric is within Operations and is tasked ... The Associate coordinates workstreams for Separate Accounts, Fund Investments and Collective Trusts ...

Operations Associate - Parametric

Minneapolis, MN · Hybrid

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

ABOUT THE TEAM The Client Relations Group (CRG) at Parametric is within Operations and is tasked ... The Associate coordinates workstreams for Separate Accounts, Fund Investments and Collective Trusts ...

Showing results 21-40

Client Relations Associate information

See Minnesota salary details

$24.5K

$46.1K

$65.6K

How much do client relations associate jobs pay per year?

As of Aug 13, 2026, the average yearly pay for client relations associate in Minnesota is $46,119.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,200.00 and $49,000.00 per year, depending on experience, location, and employer.

What is a client relations associate?

Client Relations Associates are professionals who act as the main point of contact between a company and its clients. They are responsible for managing client accounts, addressing client inquiries or concerns, and ensuring customer satisfaction. Their role often involves building strong relationships, understanding clients' needs, and coordinating with internal teams to deliver solutions. By maintaining open communication and providing excellent service, Client Relations Associates help foster long-term client loyalty and support business growth.

How does a client relations associate typically collaborate with other departments to resolve client issues?

As a Client Relations Associate, you’ll frequently work cross-functionally with teams such as sales, customer support, and operations to address client needs. When a client issue arises, you may need to coordinate with technical specialists or account managers to gather information and propose solutions. Strong communication skills are essential, as you’ll often serve as the client’s advocate internally, ensuring their concerns are understood and prioritized. This collaborative approach not only helps resolve issues efficiently but also strengthens long-term client satisfaction.

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

AspectClient Relations AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer bachelor's degreeHigh school diploma or equivalent; some roles may prefer associate's or bachelor's
Work EnvironmentOffice settings, client meetings, account managementCall centers, retail, online support
Employer & Industry UsageFinancial services, consulting, B2B companiesRetail, telecommunications, hospitality
Common Search & ComparisonClient Relations Associate vs Customer Service Representative

The main difference is that Client Relations Associates focus on building long-term relationships with clients, managing accounts, and providing tailored solutions, often in professional or financial industries. Customer Service Representatives typically handle day-to-day inquiries, troubleshooting, and support, mainly in retail or service sectors. While both roles require strong communication skills, Client Relations Associates usually work in more specialized, client-focused environments with a focus on relationship management.

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

To thrive as a Client Relations Associate, you need strong communication skills, attention to detail, and a background in business, sales, or customer service, often supported by a relevant bachelor's degree. Familiarity with CRM software like Salesforce, proficiency in Microsoft Office, and sometimes experience with help desk or ticketing systems are typically required. Outstanding interpersonal skills, problem-solving ability, and a customer-focused mindset help build lasting client relationships and resolve issues efficiently. These skills and qualities are crucial for maintaining client satisfaction, ensuring repeat business, and supporting the company's reputation.
What are the most commonly searched types of Client Relations jobs in Minnesota? The most popular types of Client Relations jobs in Minnesota are:
What are popular job titles related to Client Relations Associate jobs in Minnesota? For Client Relations Associate jobs in Minnesota, the most frequently searched job titles are:
What job categories do people searching Client Relations Associate jobs in Minnesota look for? The top searched job categories for Client Relations Associate jobs in Minnesota are:
What cities in Minnesota are hiring for Client Relations Associate jobs? Cities in Minnesota with the most Client Relations Associate job openings:
Infographic showing various Client Relations Associate job openings in Minnesota as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 10% Part Time, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $46,119 per year, or $22.2 per hour.

Lead Operations Associate

Northwestern Mutual

Minnetonka, MN • On-site

Full-time

Re-posted 13 days ago


Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 73 frontline employees who took The Breakroom Quiz

163rd of 306 rated insurance


Job description

About Vertex Capital Planning

At Vertex Capital Planning, our commitment is to treat our clients as family, ensuring they can face the future with foresight and peace of mind. As a wealth management firm, we create clarity for our clients to live generous and experiential lives. Our clients are families, business owners and leaders. Our mission is to create written plans for families and businesses through best-in-class products, excellent client experiences and services for a lifetime of financial security.


Position Details

The Lead Operations Associate serves as the primary link between our internal departments, corporate office, and the clients we serve. This individual helps ensure and coordinate an organized practice. This role’s seamless and time-sensitive execution is critical to a memorable client experience. Successful completion of tasks and responsibilities empowers the team to focus their energy and efforts on revenue-generating activity while fostering and developing impactful, enduring client relationships. This position is located in the Northwestern Mutual – Minneapolis District Office at 601 Carlson Parkway Suite 300 Minnetonka, MN 55305, with in-person hours between 8:00 AM – 4:00 PM. 


Responsibilities include but are not limited to:  

  • Client service support: executing directives based on client needs 
  • Manage client communication including correspondence, notes, files, and maintain compliant client records 
  • Completion and submission of applications and account paperwork for processing, and coordinating underwriting support 
  • Underwriting management: schedule necessary medical exams, obtain pre-application information, prepare insurance applications, update client records, monitor applications in underwriting, and prepare policies for delivery 
  • Investment operations: execute new client onboarding, incoming account transfers, incoming rollovers, withdrawal and deposit requests, and rebalancing tasks
  • Team coordination: work with multiple team members to drive good client experience & service
  • Keep up to date on software system enhancements, new products, and compliance changes/opportunities  
  • Participate in learning opportunities


Qualifications: 

  • Bachelor’s degree in finance or related field, preferred
  • Minimum 3 years of finance, client relations, financial operations and/or financial planning experience
  • Active Series 7, and Series 63 registrations, or equivalent required
  • Active Minnesota Life, Accident, and Health Insurance license preferred


Performance Skills: 

  • Coachability: possesses a growth mindset and is receptive to guidance and coaching from team members and leadership
  • High sense of urgency, attention to detail, and exceptional organizational skills
  • Excellent oral and written communication skills
  • Task-minded with the ability to follow through and execute in a timely manner
  • High degree of initiative and autonomy
  • Demonstrates ability to maintain effective working relationships within the firm and its clients


Brady Lindemann uses Vertex Capital Planning as a marketing name for doing business as a representative of Northwestern Mutual. Vertex Capital Planning is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Brady Paul Lindemann is an Insurance Agent of NM. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.


What Northwestern Mutual employees say

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About Northwestern Mutual

Sourced by ZipRecruiter

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

Milwaukee, WI, US