ZipRecruiter

Log In

1

Client Relationship Associate Jobs in Minnesota (NOW HIRING)

Bank of America

Relationship Manager

Minneapolis, MN · Hybrid

$52K - $96K/yr

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...

next page

Showing results 1-20

All JobsClient Relationship Associate JobsClient Relationship Associate Jobs in Minnesota

Client Relationship Associate information

See Minnesota salary details

$24.5K

$46.1K

$65.6K

How much do client relationship associate jobs pay per year?

As of Aug 6, 2026, the average yearly pay for client relationship 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 are the key skills and qualifications needed to thrive as a client relationship associate, and why are they important?

To thrive as a Client Relationship Associate, you need strong interpersonal skills, a customer service mindset, and typically a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is often required. Outstanding communication, problem-solving abilities, and attention to detail help you build trust and effectively address client needs. These skills are vital for maintaining client satisfaction, ensuring retention, and supporting business growth.

How does a client relationship associate typically collaborate with other departments to ensure client satisfaction?

Client Relationship Associates frequently work with teams such as sales, account management, and customer support to deliver a seamless client experience. They often act as the main point of contact for clients, relaying feedback and requests to appropriate internal teams. This requires clear communication, prompt follow-up, and a proactive approach to resolving any issues. Building strong internal relationships helps them advocate effectively for client needs and ensures that clients receive timely, accurate information.

What does a client relationship associate do?

A Client Relationship Associate is responsible for building and maintaining positive relationships with clients on behalf of a company. They serve as a key point of contact, addressing client inquiries, resolving issues, and ensuring a high level of customer satisfaction. Their role often involves coordinating with internal teams to meet client needs, providing updates, and identifying opportunities to strengthen client relationships. Effective communication, problem-solving skills, and a customer-focused mindset are essential for success in this position.
What are the most commonly searched types of Client Relationship jobs in Minnesota? The most popular types of Client Relationship jobs in Minnesota are:
What are popular job titles related to Client Relationship Associate jobs in Minnesota? For Client Relationship Associate jobs in Minnesota, the most frequently searched job titles are:
What job categories do people searching Client Relationship Associate jobs in Minnesota look for? The top searched job categories for Client Relationship Associate jobs in Minnesota are:
Client Relationship Associate jobs near you
Infographic showing various Client Relationship Associate job openings in Minnesota as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 75% Physical, 3% Hybrid, and 22% Remote job distribution, with an average salary of $46,119 per year, or $22.2 per hour.

Senior Client Relationship Associate

Boulay

Eden Prairie, MN • On-site

$60K - $92K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 17 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

Apply