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

ARCXIS

Client Service Specialist (Scheduler)

Eagan, MN · On-site

$19 - $21/hr

Our national team brings together years of expertise, offering a comprehensive suite of services ... Monitor client construction schedules regularly (daily, weekly, or monthly depending on client) in ...

ARCXIS

Client Service Specialist (Scheduler)

Eagan, MN

$19 - $21/hr

Our national team brings together years of expertise, offering a comprehensive suite of services ... Monitor client construction schedules regularly (daily, weekly, or monthly depending on client) in ...

Raising Cane's

Customer Service Associate

Minneapolis, MN · On-site

$16.50/hr

We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced environment. We are hiring immediately for all shifts: opening shifts, closing shifts and everything in ...

Raising Cane's

Customer Service Associate

Minneapolis, MN · On-site

$16.50/hr

We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced environment. We are hiring immediately for all shifts: opening shifts, closing shifts and everything in ...

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

Client Service Associate information

See Shakopee, MN salary details

$9

$18

$29

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 Associate (Wealth Management)

Sanctuary Wealth Group LLC

Minnetonka, MN • Hybrid

$75K - $95K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 29 days ago

Job description

Description

Description

Client Associate (Wealth Management)

Location:  Carlson Towers, Minnetonka, MN 

Type: Hybrid, Flexible

Experience: 4+ years of Wealth Management Experience

Schedule: Open to flexibility based on mutual fit 

Pay Range: $75,000-$95,000 Annual Salary Equivalent (prorated to hours worked) + Discretionary Bonus Potential 

Firm: NewSpring Wealth Partners 


Join Our Team at NewSpring Wealth Partners - At NewSpring Wealth Partners , we believe wealth management should feel personal, empowering, and deeply relationship-driven. As an independent, planning-focused firm, we work closely with successful individuals and families to simplify financial complexity, create clarity, and help clients pursue what matters most to them.



About the Role - We are seeking a highly organized, proactive, and client-centric Client Associate to support our growing practice. This role is ideal for someone who thrives in a collaborative and flexible environment, values professionalism and responsiveness, and enjoys being an integral part of delivering an exceptional client experience.

This opportunity is intentionally designed with flexibility in mind. We are open to candidates seeking a flexible structure that may evolve over time based on business needs and mutual fit. Whether you are an experienced Client Associate looking for greater work-life balance, returning to the workforce, or seeking a more personalized team culture, we would love to connect.



Responsibilities 

  • Support client onboarding processes, including account opening, custodial paperwork, and coordination with Schwab to ensure a smooth and timely experience 
  • Handle ongoing account maintenance requests, including transfers, distributions, beneficiary updates, and other service-related changes with accuracy and attention to detail 
  • Coordinate and confirm client money movements promptly and securely while adhering to firm procedures and compliance standards 
  • Serve as a key point of contact for clients, managing inbound and outbound communication with professionalism, warmth, responsiveness, and confidence 
  • Communicate with clients clearly and thoughtfully in writing, including follow-up correspondence, meeting recaps, service updates, and requests for information 
  • Prepare materials and documentation for client review meetings, including account summaries, financial data, and tracking of outstanding action items 
  • Maintain accurate and organized client records within Wealthbox CRM, ensuring all interactions and updates are documented appropriately 
  • Assist with compliance-related documentation, operational workflows, and internal administrative processes to support the broader advisory team 
  • Collaborate closely with advisors and team members to help deliver a high-touch, white-glove client experience across all stages of the relationship

Requirements

Ideal Profile / Experience

Four or more years of client service experience in wealth management or financial services is preferred. 

Platform experience matters less than a strong grasp of the fundamentals:

  • Account types and structures (individual, joint, IRA, trust, and similar)
  • Account opening, onboarding, and KYC processes
  • Risk tolerance frameworks and money movement workflows
  • Confident, professional phone communication with clients
  • Polished written communication: the ability to draft a client email or meeting recap that is clear, warm, and accurate on the first pass

Custodial platform experience (Schwab, Fidelity, or equivalent) is a plus, not a requirement. Wirehouse and broker-dealer backgrounds translate well. 


A Series 65 or 66 is a plus but not required.


Beyond technical knowledge, we are looking for someone who is organized, proactive, and client-first. The ideal candidate takes ownership, communicates without being prompted, and takes pride in getting the details right.



Schedule & Flexibility

We recognize that exceptional talent does not always fit into a traditional 8:00 AM - 5:00 PM structure.


This role is intentionally designed with flexibility and sustainability in mind. We are open to discussing schedules depending on candidate preference, experience level, and long-term fit.


Our goal is to create a mutually beneficial structure that allows team members to perform at a high level while maintaining balance and flexibility in their personal lives.



Benefits

  • Medical, dental, and vision insurance for employees working 30 or more hours per week
  • Group life and group disability insurance for employees working 30 or more hours per week
  • 401(k) with 3% safe harbor contribution, available to all employees regardless of hours worked
  • Prorated paid time off


Why Join NewSpring?

  • Boutique, independently owned RIA with a strong, established client base
  • Work directly alongside an experienced advisor in a high-trust environment
  • Flexible scheduling built around outcomes
  • Small-team culture where your contributions are visible and valued

Apply