ZipRecruiter

Log In

1

Client Service Associate Jobs in Minnesota (NOW HIRING)

High Note Wealth LLC

Be Seen First

Client Service Associate

Wayzata, MN · On-site

$65K - $85K/yr

Client Service Associate: High Note Wealth is an independent wealth management firm that works with a select group of successful families and business owners who recognize the value of financial ...

High Note Wealth LLC

Be Seen First

Client Service Associate

Wayzata, MN · On-site

$65K - $85K/yr

Client Service Associate: High Note Wealth is an independent wealth management firm that works with a select group of successful families and business owners who recognize the value of financial ...

Luminate Bank

Client Service Associate

Minneapolis, MN

$15.25 - $20.75/hr

The Client Service Associate is responsible for delivering exceptional customer experience through responsive service, efficient operations, and accurate transaction processing. This role supports ...

Luminate Bank

Client Service Associate

Minneapolis, MN · On-site

The Client Service Associate is responsible for delivering exceptional customer experience through responsive service, efficient operations, and accurate transaction processing. This role supports ...

Luminate Bank

Client Service Associate

Minneapolis, MN · On-site

$25/hr

The Client Service Associate is responsible for delivering exceptional customer experience through responsive service, efficient operations, and accurate transaction processing. This role supports ...

Luminate Bank

Client Service Associate

Minneapolis, MN · On-site

$15.25 - $21/hr

The Client Service Associate is responsible for delivering exceptional customer experience through responsive service, efficient operations, and accurate transaction processing. This role supports ...

next page

Showing results 1-20

People also search for

All JobsClient Service Associate JobsClient Service Associate Jobs in Minnesota

Client Service Associate information

See Minnesota salary details

$8

$16

$26

How much do client service associate jobs pay per hour?

As of May 31, 2026, the average hourly pay for client service associate in Minnesota is $16.79, according to ZipRecruiter salary data. Most workers in this role earn between $13.65 and $18.85 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Client Service Associate, and why are they important?

To thrive as a Client Service Associate, you need strong communication, organizational, and problem-solving skills, often backed by a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes financial or industry-specific platforms is typically required. Outstanding interpersonal skills, attention to detail, and a proactive attitude help build client trust and foster positive relationships. These competencies are essential for ensuring client satisfaction, efficient service delivery, and long-term business success.

How does a Client Service Associate typically collaborate with financial advisors and other team members?

Client Service Associates work closely with financial advisors to ensure that clients receive timely and accurate support. They often coordinate client meetings, prepare account documentation, and act as a liaison between clients and the advisory team. Effective communication and strong organizational skills are essential, as the role requires managing multiple requests while maintaining attention to detail. Collaboration with operations teams and compliance departments is also common to resolve client issues and ensure regulatory requirements are met.

What are Client Service Associates?

Client Service Associates are professionals who support financial advisors or account managers by assisting clients with their needs, addressing inquiries, and processing account transactions. They often serve as the first point of contact for clients, ensuring a smooth and positive experience. Their responsibilities may include handling documentation, managing account information, resolving issues, and maintaining strong client relationships. In many organizations, they play a crucial role in ensuring client satisfaction and operational efficiency.

What jobs make 3000 a month without a degree?

A Client Service Associate typically earns less than $3,000 monthly, but roles such as sales representatives, administrative assistants, or delivery drivers can reach or exceed this income level without a degree, especially with experience or commissions. These jobs often require strong communication skills, customer service abilities, and sometimes certifications or licenses depending on the industry.

What is the difference between Client Service Associate vs Customer Support Specialist?

AspectClient Service AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer relevant certificationsHigh school diploma or equivalent; technical certifications optional
Work EnvironmentFinancial institutions, banks, investment firmsRetail, tech companies, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, e-commerce, tech support
Common Search & Comparison IntentUnderstanding roles in finance and client interactionCustomer service roles in various industries

The Client Service Associate typically works in financial institutions, focusing on client interactions, account management, and financial products. In contrast, a Customer Support Specialist often handles technical issues, product inquiries, and general customer assistance across diverse industries. While both roles require strong communication skills, the Client Service Associate's work is more finance-oriented, whereas the Customer Support Specialist's role is broader and more technical.

What are the most commonly searched types of Client Service jobs in Minnesota? The most popular types of Client Service jobs in Minnesota are:
What cities in Minnesota are hiring for Client Service Associate jobs? Cities in Minnesota with the most Client Service Associate job openings:
Client Service Associate jobs near you
Client Service Associate

Client Service Associate

Nicolet National Bank

Golden Valley, MN

$55K - $65K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted yesterday

Nicolet National Bank rating

8.4

Company rating: 8.4 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

29th of 141 rated banks

Job description

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, Colorado, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
The Client Service Associate (CSA) is responsible for playing a critical role in supporting financial advisors by delivering exceptional client service, managing administrative tasks, and ensuring operational efficiency. CSA’s also support financial advisors and team by preparing reports, scheduling client meetings, opening and processing new accounts, handling client service requests, fielding client phone calls and questions, and completing other projects and duties as assigned. This position is ideal for a detail-oriented, client-focused professional who thrives in a fast-paced financial services environment.
Pay Range: $55,000 - $65,000 / year
As a Client Service Associate (CSA), you will:
Client Relationship Management:
  • Serve as the primary point of contact for clients regarding account inquiries, service requests, account maintenance and administrative needs.
  • Maintain and update client records in Salesforce
  • Schedule and confirm client meetings, prepare meeting materials, and follow up on action items.
  • Maintain information in the CRM system including entering meeting notes and performing account maintenance tasks.
Operational Support:
  • Process account openings, transfers, and maintenance requests.
  • Assist with money movements, including wires, ACH transfers, journals, and check requests.
  • Ensure compliance with firm policies and regulatory requirements.
Advisor Support:
  • Prepare reports, presentations, and documentation to support client reviews and financial planning.
  • Coordinate with internal departments (e.g., compliance, operations, trading) to resolve issues.
  • Monitor and track client service activities to ensure timely completion.
  • Interface with the custodian to open new accounts, update account information, fill out necessary forms and perform routine tasks such as updating mailing or other instructions.
Administrative Duties:
  • Manage advisor(s) calendars and schedule meetings.
  • Handle incoming calls, emails, and correspondence professionally and promptly.
  • Process and submit paperwork, checks, and securities in a timely manner, following to completion.
General:
  • Attend department meetings and stay current on knowledge of Wealth Management policies, procedures, products, etc. in an ever-changing regulatory environment.
  • Maintain internal client file integrity.
  • Uphold Nicolet’s philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of Nicolet.
  • Ability to understand the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification. A commitment to Nicolet’s policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  • Performs all other duties as assigned.
Qualifications:
  • High School diploma or equivalent experience. Administrative professional associate’s degree or bachelor’s degree in finance, Business Administration, or related field preferred.
  • 1-3 years of administrative experience.
  • Experience in the investment industry is preferred.
  • Proficiency with Microsoft Office Suite and CRM platform (Salesforce).
  • Effective verbal and written communication skills and strong interpersonal skills.
  • Strong organizational skills and attention to detail.
  • Ability to multi-task and prioritize work effectively.
  • Strong attention to detail.
  • Ability to handle confidential information with discretion.
  • Self-motivated and resourceful.
  • Ability to effectively promote Nicolet as an employer of choice.
  • Basic knowledge of banking positions.
Benefits:
  • Medical, Dental, Vision, amp; Life Insurance
  • 401(k) with a company match
  • PTO amp; 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.

Equal Opportunity Employer/Veterans/Disabled

What Nicolet National Bank employees say

Pay

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply