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Client Services Associate information

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$10

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$41

How much do client services associate jobs pay per hour?

As of Sep 1, 2026, the average hourly pay for client services associate in Bloomington, MN is $22.51, according to ZipRecruiter salary data. Most workers in this role earn between $17.16 and $25.14 per hour, depending on experience, location, and employer.

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 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.

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 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 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.

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What cities near Bloomington, MN are hiring for Client Services Associate jobs?

Cities near Bloomington, MN with the most Client Services Associate job openings:

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Bloomington, MN as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $46,823 per year, or $22.5 per hour.

Client Services Associate

Bloomington, MN • On-site

Carlton Investment Services Group, LLC
Finance and Insurance • 1 - 10 employees
Learn more about Carlton Investment Services Group, LLCexternal

Other

Medical, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Company Description

Carlton Investment Services Group, LLC provides customized financial guidance to families, professionals, business owners and corporate retirement plans. The firm focuses on empowering clients to achieve financial clarity, independence, and well-being through a defined and personalized planning and investment process. Core services include strategic investment planning, investment selection aligned with each client’s goals and risk tolerance, and ongoing market analysis to help keep portfolios appropriately positioned. Carlton Investment Services Group, LLC offers securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment adviser.

Role Description

The Client Services Associate (CSA) is a full-time, on-site role based in West Bloomington, MN. This position supports the team by serving as a primary point of contact for clients, responding to inquiries, and ensuring a timely, professional client experience. Day-to-day responsibilities include managing client communications, scheduling meetings, preparing and updating client documentation, and assisting with account opening and maintenance workflows. The role also involves coordinating with custodians and service providers, tracking follow-up items, and maintaining accurate records in firm systems. The CSA contributes to continuous improvement of client service processes and upholds compliance and confidentiality standards in all interactions.

Qualifications

  • Previous experience in a financial services or wealth management setting is required (foundational understanding of finance, investments, and retirement planning concepts is needed).
  • Strong Client Services and Customer Service skills, with a focus on building trusted relationships and delivering a high-quality client experience.
  • Customer Support experience, including handling inquiries, resolving issues, and managing follow-up in a professional and timely manner.
  • Excellent Communication skills, both written and verbal, with the ability to explain information clearly and collaborate effectively with clients and team members.
  • Foundational understanding of finance, investments, and retirement planning concepts, or a strong interest in learning these areas.
  • Attention to detail, strong organizational skills, and the ability to manage multiple tasks and deadlines in a fast-paced environment.
  • Proficiency with office productivity software and CRM systems (experience with Docusign, Redtail, Right Capital, AIX, Firelight or LUMA is a plus).
  • Experience with social media is a plus.
  • Commitment to ethical conduct, client confidentiality, and regulatory compliance; familiarity with FINRA/SIPC environment is a plus.
  • Associate or bachelor’s degree in business, finance, or a related field preferred, or equivalent relevant experience.

Salary Offered

Based on experience and qualifications

Benefits

401k Retirement Plan, Health Insurance, Paid Holidays, Paid Vacation, Paid Sick Time, Bonuses

How to Apply

Contact: Amy Carlton, Chief Operating Officer

Send Resumes to: amy@investcarlton.com

www.investcarlton.com

Apply