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Client Services Associate Jobs in Minnesota (NOW HIRING)

ASCENSUS

Manager, Client Services

Baxter, MN

Responsible for managing a staff of associates in the delivery of excellent client service to plan sponsors, brokers/agents and financial partners in all aspects of retirement plan services. The ...

Ascensus, LLC.

Manager, Client Services

Baxter, MN · On-site

Responsible for managing a staff of associates in the delivery of excellent client service to plan sponsors, brokers/agents and financial partners in all aspects of retirement plan services. The ...

Foster Klima

Client Services & Ops Leader

Hopkins, MN · Hybrid

$95K/yr

An elite Financial Advisor affiliated with Foster Klima is seeking a Client Services & Ops Leader to lead the operational tasks for their personal practice, with a specialization in investment ...

YMCA

Member Services Associate

Fergus Falls, MN · On-site

Description Member Services Associate: * As part of the Member Services Team, you will have several different important duties working at the front desk at the Fergus Falls YMCA. * You will provide ...

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Client Services Associate information

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How much do client services associate jobs pay per hour?

As of Aug 6, 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 are the key skills and qualifications needed to thrive as a client services associate?

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 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 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 August 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.

Client Associate (Wealth Management)

Sanctuary Wealth Group LLC

Minnetonka, MN • Hybrid

$75K - $95K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 19 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