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

High Note Wealth LLC

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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 · 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 ...

UBS

Client Associate

Wayzata, MN · On-site

$55K - $65K/yr

Do you enjoy going above and beyond to ensure tasks are met and exceeded? We're looking for a Client Service Associate to: • provide a best-in-class client experience through active communication ...

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

Client Service Associate information

See Shakopee, MN salary details

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How much do client service associate jobs pay per hour?

As of Jul 18, 2026, the average hourly pay for client service associate in Shakopee, MN is $18.32, according to ZipRecruiter salary data. Most workers in this role earn between $14.90 and $20.58 per hour, depending on experience, location, and employer.

What does a client service associate do?

A client service associate provides support to clients by addressing inquiries, resolving issues, and managing account information. They often communicate via phone, email, or in person, and use customer relationship management (CRM) tools to ensure client satisfaction and accurate record-keeping.

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 is the role of a client associate?

A client service associate is responsible for supporting client relationships by handling inquiries, processing transactions, and providing account information. They often work in financial or customer service environments, utilizing communication skills and familiarity with client management tools to ensure client satisfaction.

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 jobs pay 4000 a week without a degree?

A Client Service Associate typically earns less than $4,000 weekly, but high-paying roles that can reach this level without a degree include sales positions such as real estate brokers, certain insurance agents, and commission-based financial advisors. These jobs often require strong communication skills, sales experience, and industry-specific licenses or certifications rather than formal degrees.

Is a CSA job stressful?

A Client Service Associate (CSA) role can be stressful due to handling client inquiries, managing multiple tasks, and meeting deadlines. Strong communication skills and the ability to stay organized help manage workload and reduce stress levels in this position.

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 cities near Shakopee, MN are hiring for Client Service Associate jobs? Cities near Shakopee, MN with the most Client Service Associate job openings:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Shakopee, MN as of July 2026, with employment types broken down into 75% Full Time, and 25% Part Time. Highlights an 81% In-person, 13% Hybrid, and 6% Remote job distribution, with an average salary of $38,104 per year, or $18.3 per hour.

Client Service Associate

High Note Wealth LLC

Wayzata, MN • On-site

$65K - $85K/yr

Full-time

Medical, Dental, Life, Retirement, PTO

Re-posted 19 days ago

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Job description

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 planning and seek to collaborate with professional advisors through a holistic approach to wealth management. As a locally owned and operated firm, we bring a strong sense of personal accountability, integrity, and responsibility to our community and to the clients we serve.

We are seeking a Client Service Associate to support our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the continued success of our fast‐growing organization. If you have a strong desire to succeed and share our vision, we would love to hear from you.

This role reports to the Chief Operating Officer and works day to day with the Client Service Team under the Client Service Manager. This role supports a team of financial advisors by delivering a high-touch client experience, keeping day-to-day office operations running smoothly, and coordinating schedules and meetings. This role is ideal for someone who is organized, service-minded, and enjoys balancing client interaction with administrative execution in a professional advisory environment.

Primary Responsibilities & Activities:

  • Provide a high-touch client experience by serving as a primary point of contact by phone, email, and in person.
  • Support client onboarding and ongoing service requests, including preparing, processing, tracking, and following up on required paperwork and tasks.
  • Coordinate with custodians and third parties to ensure timely completion and resolution of service items.
  • Manage advisor communication, calendars and schedule client and internal meetings, including confirmations, reminders, and meeting logistics.
  • Maintain accurate client records in the CRM, including notes, tasks, and key documentation.
  • Keep the office client-ready and team-ready by managing supplies, mail, vendors, and general office organization and upkeep.
  • Support preparation of meeting materials and assist with post-meeting follow-up items, documentation, and task tracking.
  • Complete a wide range of administrative support tasks for leadership, expense reporting, drafting and preparing confidential correspondence.
  • Support operations through administrative duties and process improvements.
  • Receive and sort incoming and outgoing mail
  • Assist with special projects as needed.

Knowledge, Skills & Abilities

  • Bachelor’s degree preferred.
  • Minimum 3 years of experience in administrative or client service work, preferably within financial services.
  • Highly organized with strong attention to detail.
  • Ability to prioritize work schedule and meet deadlines.
  • PC skills with proficiency in Microsoft Office Suite and familiarity with CRM platforms, Zoom, and scheduling systems such as Calendly.
  • Strong written and verbal communication skills.
  • Must demonstrate professionalism, diplomacy, and be able to work with a variety of personalities.
  • Ability to work within a team as well as independently.

Salary & Benefits

High Note Wealth adopts a market-based approach to compensation. The expected base salary range for this role is $60,000 - $80,000. However, the final base pay will be determined based on several factors, including responsibilities, job-related skills, relevant experience, location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, including a discretionary bonus, partial tuition reimbursement, insurance, health and dental plans, and 401(k) contributions.

Contact Information

  • Website: www.highnotewealth.com
  • Address: 18258 Minnetonka Boulevard, Suite 200, Deephaven, MN 55391-3359
  • Phone: 952-224-7970
  • Email: General@highnotewealth.com

Company Description

High Note Wealth is an independent wealth management firm focused on working with a select group of successful families and small business owners who recognize the value of financial planning and look to collaborate with a professional advisor. Our team is committed to providing a holistic approach to wealth management that is highly personalized and focused on serving our clients. That begins with understanding our clients’ needs and objectives, then pursuing solutions to ensure we help them achieve their best financial lives. Our team works closely to advise and deliver customized solutions drawn from our deep investment and planning experience, access to a comprehensive array of independent investment solutions, and full suite of services.
As a locally owned and operated firm, we have a powerful sense of personal accountability, integrity, and responsibility to our community and the clients we serve.