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Client Services Associate Jobs in Minnesota (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 ... within financial services. * Highly organized with strong attention to detail. * Ability to ...

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 ... within financial services. * Highly organized with strong attention to detail. * Ability to ...

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All JobsClient Services Associate JobsClient Services Associate Jobs in Minnesota

Client Services Associate information

See Minnesota salary details

$9

$21

$40

How much do client services associate jobs pay per hour?

As of Jul 17, 2026, the average hourly pay for client services associate in Minnesota is $21.94, according to ZipRecruiter salary data. Most workers in this role earn between $16.73 and $24.47 per hour, depending on experience, location, and employer.

What does a client service associate do?

A client service associate is responsible for assisting clients by addressing inquiries, resolving issues, and providing information about products or services. They often handle communication via phone, email, or in person, and use customer relationship management (CRM) tools to track interactions and ensure client satisfaction.

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

To thrive as a Client Services Associate, you need strong interpersonal skills, customer service experience, and often a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is typically required. Exceptional communication, organizational abilities, and a proactive attitude help you stand out in this client-facing role. These skills and qualities are essential for building client trust, efficiently resolving issues, and supporting overall business growth.

What Is a Client Services Associate?

A client services associate is responsible for supporting financial advisors by providing a number of sales and support functions. In this career, you are typically employed by financial or wealth management organizations. Your job duties include giving quotes to customers, keeping records of investment transactions, building customer portfolios, and handling general customer service requests. Qualifications include experience with stocks, bonds and other investments, and strong customer service and oral communication skills.

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

AspectClient Services AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreesHigh school diploma or equivalent; technical certifications optional
Work EnvironmentOffice setting, client-facing interactions, account managementCall centers, help desks, online support platforms
Employer & Industry UsageFinancial services, consulting, professional servicesRetail, tech companies, service industries
Common Search & Comparison IntentUnderstanding roles in client relationship managementAssisting customers with issues or inquiries

The main difference is that Client Services Associates focus on managing client accounts and building relationships in professional settings, while Customer Support Specialists primarily handle customer inquiries and technical issues. Both roles require strong communication skills but differ in their scope and work environment.

What jobs pay 4000 a week without a degree?

A Client Services Associate typically earns less than $4,000 weekly, but high-paying roles without a degree include sales managers, real estate brokers, and certain skilled trades like electricians or commercial pilots, which often require experience, licensing, or certifications. These roles may involve commission, bonuses, or overtime to reach that income level.

Is a CSA job stressful?

A Client Services Associate (CSA) role can be stressful due to handling customer inquiries, resolving issues, and meeting service standards. The level of stress often depends on the workload, company environment, and communication skills required, but many CSAs develop stress management skills over time.

What are some common challenges faced by Client Services Associates, and how can they be overcome?

Client Services Associates often manage multiple client accounts simultaneously, which can lead to competing priorities and tight deadlines. Effective time management and clear communication are essential for balancing these demands. Building strong relationships with clients and proactively addressing their concerns helps prevent misunderstandings and ensures satisfaction. Collaboration with internal teams, such as sales and operations, is also key to efficiently resolving client issues and delivering high-quality service.

What does a customer service associate do?

A customer service associate, often called a client services associate, handles customer inquiries, resolves issues, and provides information about products or services. They communicate via phone, email, or chat, use customer management software, and aim to ensure customer satisfaction and retention.

What does a Client Services Associate do?

A Client Services Associate acts as a key point of contact between a company and its clients, ensuring that clients receive high-quality service and support. They handle client inquiries, resolve issues, assist with account management, and coordinate with other departments to fulfill client needs. Their goal is to maintain positive client relationships and help ensure client satisfaction, often working in industries like finance, marketing, or consulting.
More about Client Services Associate jobs
What are the most commonly searched types of Client Services jobs in Minnesota? The most popular types of Client Services jobs in Minnesota are:
What are popular job titles related to Client Services Associate jobs in Minnesota? For Client Services Associate jobs in Minnesota, the most frequently searched job titles are:
What job categories do people searching Client Services Associate jobs in Minnesota look for? The top searched job categories for Client Services Associate jobs in Minnesota are:
What cities in Minnesota are hiring for Client Services Associate jobs? Cities in Minnesota with the most Client Services Associate job openings:
Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Minnesota as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $45,638 per year, or $21.9 per hour.
Operations Associate, Client Services

Operations Associate, Client Services

Colliers

Minneapolis, MN • On-site

$60K - $75K/yr

Full-time

Medical, Dental, Life, Retirement

Re-posted yesterday

Colliers rating

7.0

Company rating: 7.0 out of 10

Based on 25 frontline employees who took The Breakroom Quiz

102nd of 162 rated real estate companies

Job description

Make your next move an expert one.
At Colliers it's not our success that sets us apart, it's how we achieve it. Our people are passionate, take ownership and always do what's right for our clients, people and communities.
Why Colliers?
Our enterprising environment needs your expertise to facilitate Colliers' continued growth as an industry leader. Our nimble, decentralized culture can provide you with a wealth of opportunities to learn about our business and quickly gain experience to accelerate your career.
SUMMARY
The Operations Associate is responsible for supporting the daily activities of the Operations Department and providing operational and client service support to registered representatives and internal stakeholders. This role assists with brokerage account servicing, transaction processing, regulatory documentation, and operational controls to ensure efficient and compliant business operations.
ESSENTIAL DUTIES AND RESPONSIBILITIES
  • Provide high-quality service and operational support to registered representatives, support staff, and clients
  • Prepare account documentation and related account correspondence
  • Open, maintain, and service brokerage accounts in accordance with firm policies and regulatory requirements
  • Research and resolve customer inquiries in a timely and professional manner
  • Respond to inquiries from our clearing firm regarding customer transactions and account activity
  • Initiate and review requests for money movement in accordance with firm procedures and controls
  • Perform margin reconciliation and assist with monitoring margin related activities
  • Troubleshoot and resolve operational processing issues
  • Assist with trade processing and reconciliation of trade-related discrepancies
  • Participate in operational and service-related projects and initiatives
  • Ensure required account documentation and records are maintained in accordance with firm and regulatory standards
  • Perform representative registration reconciliation and related operational checks
  • Support internal audit preparation and help enforce internal procedures and operational controls
  • Ensure activities comply with firm policies and applicable regulatory requirements
  • Cross-train on operational functions performed across the team to support business continuity
  • Other duties as assigned

REQUIRED EDUCATION AND EXPERIENCE
  • High School Diploma or equivalent GED required, bachelor's degree preferred
  • 2-5 years of brokerage operations or related financial services experience preferred
  • Prior experience within the broker-dealer or securities industry required

COMPETENCIES
  • Working knowledge of brokerage operations processes and procedures
  • Understanding of regulatory requirements applicable to broker-dealer operations
  • Ability to process requests in accordance with firm policies, procedures, and regulatory requirements
  • Strong written and verbal communication skills
  • Strong analytical and problem-solving abilities
  • Ability to manage multiple tasks while maintaining strong attention to detail and accuracy
  • Strong organizational and time management skills

CERTIFICATES, LICENSES, REGISTRATION
Ability to obtain FINRA Series 99 preferred.
JOB EXPECTATIONS
This is a full-time position in office five days a week. Days of work are Monday through Friday during standard business hours. Regular and reliable attendance required.
BENEFITS
We offer a comprehensive benefits package for employees and their families including medical and dental plan; 401k plan including company matching; firm funded life and disability insurance.
Pursuant to the laws regarding job postings where the position is located in, Colliers is disclosing the following information:
Area/Location Specific: Minneapolis, MN
Approximate Compensation Range for this Role: $28.85 - $36.06 (~$60,000 - $75,000 annualized)
Our compensation ranges are determined by role, level, and location. The range displayed on this job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training.
#LI-KS1
#LI-Onsite
Make your next move an expert one and join us as we lead the industry into the future.
Direct applicants only please, no agencies.
Colliers provides equal employment opportunity to all persons. No employee or applicant for employment will be discriminated against because of race, creed, origin, marital status, sexual orientation, age, otherwise qualified disabled or veteran status or any other characteristic protected by law. If you are a qualified applicant who requires reasonable accommodation to complete a job application, pre-employment testing, a job interview or to otherwise participate in the hiring process, please contact accommodations@colliers.com

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