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

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 ... Beyond client service, you'll be a valued contributor to the continued growth and success of our ...

VCA Animal Hospitals

Client Service Representative

Apple Valley, MN · On-site

$18.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Client Service Representative at VCA Cedar View Animal Hospital Who We Are: VCA Cedar View Animal ... Location: 7545 147th St W, Apple Valley, MN 55124 If you are a current associate, you need to apply ...

Old National Bank

Client Service Representative

Shakopee, MN · On-site

$17 - $27.50/hr

  • Medical

  • Dental

  • Vision

  • Retirement

A Client Service Representative position is a key customer service position within the company. This position provides a variety of duties to include introducing bank products and services to ...

Old National Bank

Client Service Representative

Chanhassen, MN · On-site

$17 - $27.50/hr

  • Medical

  • Dental

  • Vision

  • Retirement

A Client Service Representative position is a key customer service position within the company. This position provides a variety of duties to include introducing bank products and services to ...

Old National Bank

Client Service Representative

Saint Paul, MN · On-site

$17 - $27.50/hr

  • Medical

  • Dental

  • Vision

  • Retirement

A Client Service Representative position is a key customer service position within the company. This position provides a variety of duties to include introducing bank products and services to ...

Old National Bank

Client Service Representative

Chanhassen, MN · On-site

$17 - $27.50/hr

  • Medical

  • Dental

  • Vision

  • Retirement

A Client Service Representative position is a key customer service position within the company. This position provides a variety of duties to include introducing bank products and services to ...

Old National Bank

Client Service Representative

Shakopee, MN

$17 - $27.50/hr

  • Medical

  • Dental

  • Vision

  • Retirement

A Client Service Representative position is a key customer service position within the company. This position provides a variety of duties to include introducing bank products and services to ...

Minnesota Jobs

Client Service Representative

Bloomington, MN · On-site

$16.49 - $18.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We are seeking a friendly, organized, and customer-focused Client Service Representative (CSR) to be the welcoming face of our hospital. As the first point of contact for clients and their pets, you ...

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All JobsClient Service Associate JobsClient Service Associate Jobs in Plymouth, MN

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 17, 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 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.

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 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.

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 cities near Plymouth, MN are hiring for Client Service Associate jobs?

Cities near Plymouth, MN with the most Client Service Associate job openings:

Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Plymouth, MN as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 20% Part Time, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $37,623 per year, or $18.1 per hour.

Senior Client Relationship Associate

Boulay

Eden Prairie, MN • On-site

$60K - $92K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 27 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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