1

Client Service Associate Jobs in Plymouth, MN (NOW HIRING)

Client Service Associate

Minneapolis, MN ยท On-site

$15.25 - $20.75/hr

Trust Point Inc. is looking to hire a full-time Client Service Associate in our Wealth Management department. We are currently seeking a polished and professional candidate to provide full-time ...

Client Service Associate

Minneapolis, MN ยท On-site

$15.25 - $21/hr

Trust Point Inc. is looking to hire a full-time Client Service Associate in our Wealth Management department. We are currently seeking a polished and professional candidate to provide full-time ...

New

Client Service Coordinator

Minneapolis, MN ยท On-site

$18.75 - $24.50/hr

Client Service Coordinator The Client Service Coordinator ("CSC") drives the flow of clients and ... Responsibility - As individuals, we demand total responsibility from ourselves; as associates, we ...

New

Client Service Coordinator

Coon Rapids, MN ยท On-site

$18.50 - $24.25/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 ...

New

Client Service Coordinator

Bloomington, MN ยท On-site

$18 - $23.50/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 ...

New

Client Service Coordinator

Maple Grove, MN ยท On-site

$18.50 - $24/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 ...

Client Service Representative

Minneapolis, MN ยท On-site

$16.75 - $22.75/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 ...

Client Service Coordinator

Minneapolis, MN ยท On-site

$18.75 - $24.50/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 ...

Client Service Coordinator

Minnetonka, MN ยท On-site

$18.25 - $24/hr

If you are a current associate, you will need to apply through our internal career site. Please log ... JOB SUMMARY The Client Service Coordinator ("CSC") drives the flow of clients and pets through the ...

next page

Showing results 1-20

Client Service Associate information

See Plymouth, MN salary details

$9

$18

$28

How much do client service associate jobs pay per hour?

As of Aug 7, 2026, the average hourly pay for client service associate in Plymouth, MN is $18.09, according to ZipRecruiter salary data. Most workers in this role earn between $14.71 and $20.29 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.

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.

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 do you do as a client service associate?

A client service associate is responsible for assisting clients by answering questions, resolving issues, and providing information about products or services. They often handle account management, communicate via phone or email, and use customer relationship management (CRM) tools to ensure client satisfaction and retention.

What is a client service associate?

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 cities near Plymouth, MN are hiring for Client Service Associate jobs? Cities near Plymouth, MN with the most Client Service Associate job openings:
Infographic showing various Client Service Associate job openings in Plymouth, MN as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 21% Part Time, and 4% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $37,623 per year, or $18.1 per hour.

Client Service Associate

Trust Point Inc.

Minneapolis, MN โ€ข On-site

$15.25 - $20.75/hr

Full-time

Retirement

Posted 4 days ago


Job description

EXPERIENCE OUR CULTURE! JOIN OUR TEAM!
Recognized as a "Best Place to Work" for the 8th year in a row! Trust Point Inc. is looking to hire a full-time Client Service Associate in our Wealth Management department. We are currently seeking a polished and professional candidate to provide full-time support to our Wealth Management Team.
We offer a complete line of benefits including on-site workout facility, pet insurance, paid volunteer time and identity protection coverage. In addition, we also offer a very generous 401k and profit-sharing plan.
ABOUT TRUST POINT INC.
For more than 100 years, Trust Point has provided a wide array of trusted financial services to individuals, families, businesses and charitable organizations. It is our goal to provide outstanding client service in order to help our clients achieve their financial goals.
Our success is a direct result of the caliber of the team we recruit. We value each of our staff members and their input. We are supportive, not only to our clients but to each other. Our CEO embodies our supportive culture and has an open-door policy. We love to show our appreciation and provide fun and unique perks throughout the year like locally sourced steaks, produce, cheese and homemade apple pies!
Learn more about our culture here:
A DAY IN THE LIFE OF A CLIENT SERVICE ASSOCIATE
As a Client Service Associate, you arrive each day ready to maintain and improve the relationship between our company and our clients. Through addressing internal and external client questions and concerns in a professional and timely manner, you are a key component to the team. You serve as a liaison to our clients and handle all of the behind-the-scenes and necessary administrative duties to follow proper procedures and established guidelines.
In addition, as a Client Service Associate you will utilize your organizational skills, attention to detail and knack for numbers to assist in the production of financial related documents including monthly/quarterly reports, estimated tax payments, cash and income flow projections and estate tracking support.
QUALIFICATIONS FOR A CLIENT SERVICE ASSOCIATE
  • 2 year degree in Business, Accounting, Finance or other related field, required
  • 4 year degree in Business, Accounting, Finance or other related field, preferred
  • A background or working knowledge in tax and estate planning, preferred
  • Proficiency in Microsoft Office Suite including Word, Excel, and Outlook.
  • The ability to learn, understand and utilize company specific programs including Addvantage and On-Base.

Do you possess excellent communication and organizational skills and the ability to work well with others in the organization? Are you able to assimilate to a wide variety of information relating to investments, accounting, tax, asset management, estate planning and marketing of services? Do you have a positive attitude, enthusiasm and professionalism? If so, then you might be the perfect fit!
WORK SCHEDULE
This is a full-time hybrid position working Monday-Friday, 8am-5pm.
Trust Point is proud to be an equal opportunity workplace.
We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation, and delivers better business results