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Client Relations Associate Jobs in Montgomery, MN

Boulay

Senior Client Relationship Associate

Eden Prairie, MN · On-site

$60K - $92K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As a Senior Client Relationship Associate , you'll play a vital role in helping clients feel supported, informed, and confident throughout every stage of their financial journey. As a trusted partner ...

Actalent

Project Manager

Dundas, MN

$35 - $60/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Manage client relations to enhance customer satisfaction * Generate and manage project schedules ... associate degree preferred but not required * Experience in construction, industrial, or ...

Actalent

Project Manager

Dundas, MN

$35 - $60/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Manage client relations to enhance customer satisfaction * Generate and manage project schedules ... associate degree preferred but not required * Experience in construction, industrial, or ...

Webforge

HR Generalist

Farmington, MN · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... relations initiatives and investigations to ensure a positive and fair work environment * Develop ... Gather and analyze feedback from client groups and partner with HR Manager in developing and ...

New

4M Building Solutions

Janitorial Field Manager

Northfield, MN · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

This role ensures high standards of cleanliness, safety, and client satisfaction by leading ... Customer Relations: * Serve as the primary point of contact for clients and customers regarding ...

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Showing results 1-20

All JobsClient Relations Associate JobsClient Relations Associate Jobs in Montgomery, MN

Client Relations Associate information

See Montgomery, MN salary details

$25.1K

$47.3K

$67.3K

How much do client relations associate jobs pay per year?

As of Aug 13, 2026, the average yearly pay for client relations associate in Montgomery, MN is $47,324.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,200.00 and $50,200.00 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 cities near Montgomery, MN are hiring for Client Relations Associate jobs? Cities near Montgomery, MN with the most Client Relations Associate job openings:
Client Relations Associate jobs near you
Infographic showing various Client Relations Associate job openings in Montgomery, MN as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 13% Part Time, and 7% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $47,324 per year, or $22.8 per hour.

Senior Client Relationship Associate

Boulay

Eden Prairie, MN • On-site

$60K - $92K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 23 days ago

Job description

Boulay Wealth Management helps entrepreneurs, business owners, individuals, and families navigate the financial complexities of life through integrated investment, tax, estate, and wealth planning services. Our collaborative team partners closely with clients to deliver personalized strategies and exceptional service that help them achieve their financial and personal goals.
Are you passionate about building strong client relationships and delivering an exceptional service experience? As a Senior Client Relationship Associate, you'll play a vital role in helping clients feel supported, informed, and confident throughout every stage of their financial journey.
As a trusted partner to Wealth Advisors and fellow team members, you'll serve as a key point of contact for clients, helping coordinate complex service needs, facilitate seamless onboarding experiences, and ensure every interaction reflects the high level of care Boulay is known for. You'll have the opportunity to take ownership of meaningful client relationships, anticipate client needs, and make a direct impact on the overall client experience.
Beyond client service, you'll be a valued contributor to the continued growth and success of our Wealth Management team. You'll help identify opportunities to improve processes, enhance operational efficiency, support the development of newer team members, and collaborate across departments to deliver outstanding results.
This is an exciting opportunity for a service-minded professional who enjoys building relationships, solving problems, driving improvements, and making a meaningful difference for both clients and colleagues every day.
Responsibilities
Leadership & Process Improvement
  • Serve as a subject matter resource for client service operations within the Wealth Management team.
  • Support and mentor Client Relationship Associates through training and guidance.
  • Identify and implement workflow improvements to enhance efficiency and client service.

Client Relationship Management
  • Build and maintain strong relationships with clients through proactive communication and exceptional service.
  • Partner with advisors, team members, and external professionals (CPAs, attorneys, etc.) to support client needs.
  • Address complex client requests and help ensure a seamless client experience.

Client Meetings & Onboarding
  • Coordinate and prepare materials for client meetings, including account reviews, reports, and agendas.
  • Schedule meetings and manage related logistics.
  • Lead the client onboarding process and ensure a smooth transition for new clients.

Account Administration
  • Maintain accurate client records and data within Tamarac and CRM systems.
  • Track client activity, service requests, and account updates.
  • Support day-to-day account management and client service activities.

Requirements
  • Bachelor's degree or equivalent experience
  • 3+ years of client service experience in a Broker Dealer or RIA environment
  • Experience with CRM software
  • Possess exceptional attention to detail and strong organizational skills, with the ability to manage multiple priorities, maintain accurate records, and follow through on tasks with a high degree of accuracy
  • Experience identifying process improvements and enhancing efficiencies
  • Possess strong interpersonal skills, a team-based attitude, and a desire to collaborate
  • Flexible to changing circumstances and client needs
  • Desire to provide concierge quality customer service
  • Proficient in Microsoft Office Suite, ability to learn quickly, and maintain confidentiality
  • Effective communicator with strong multitasking, prioritization, interpersonal skills, and a collaborative, client-focused mindset.

Preferred:
  • Series 65 or 66
  • Experience working with Ultra High Net Worth and/or Family Office
  • Experience with Fidelity and/or Schwab

The annual salary range for this position is: $60,000 - $92,000. This salary range reflects the anticipated responsibilities and qualifications of a successful candidate for this role. Final compensation may vary depending upon an individual's experience, knowledge, and skills. Individuals may be eligible for additional compensation in the form of incentives, commissions, profit sharing, and more, depending on the role. Boulay offers a wide range of benefits such as medical, dental, vision, 401k, flexible schedules, hybrid (or remote, as applicable) work environment, paid time away, and more.
Boulay is committed to providing reasonable accommodation to all applicantsIf you require any accommodation, contact Jenna at jtackmier@boulaygroup.com.
Boulay is committed to attracting and developing highly talented professionals while providing a premier and inclusive candidate experience. Our Talent Acquisition Team strives to source and recruit diverse talent with an entrepreneurial mindset who will help contribute to the Firm's continued success.
Benefits
  • 401(k)
  • Dental insurance
  • Disability insurance
  • Employee assistance program
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Paid time off
  • Parental leave
  • Tuition reimbursement
  • Vision insurance
  • Work from home

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