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Client Services Associate Jobs in Minneapolis, MN

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Client Services Associate information

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$10

$23

$42

How much do client services associate jobs pay per hour?

As of Aug 22, 2026, the average hourly pay for client services associate in Minneapolis, MN is $23.38, according to ZipRecruiter salary data. Most workers in this role earn between $17.84 and $26.11 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.

More about Client Services Associate jobs

What are the most commonly searched types of Client Services jobs in Minneapolis, MN?

The most popular types of Client Services jobs in Minneapolis, MN are:

What are popular job titles related to Client Services Associate jobs in Minneapolis, MN?

For Client Services Associate jobs in Minneapolis, MN, the most frequently searched job titles are:

What job categories do people searching Client Services Associate jobs in Minneapolis, MN look for?

The top searched job categories for Client Services Associate jobs in Minneapolis, MN are:

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

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

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Minneapolis, MN as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 16% Part Time, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $48,639 per year, or $23.4 per hour.

Client Services Associate

Berger Financial Group

Minneapolis, MN • On-site

Other

Medical, Dental, Vision, Life, PTO

Posted 10 days ago

Job description

Client Services Associate

Are you ready to kick-start your career in the financial services industry? Berger Financial Group is seeking a detail-oriented and dedicated individual to join our Central Services Team as a Client Services Associate. This role will offer you a unique opportunity to be a part of our ever-evolving financial firm as well as the ability to grow alongside motivated peers.

Why work here?

  • Competitive pay
  • 12 Paid Holidays & 15 Days of PTO to start
  • Company Paid STD, LTD & Life Insurance
  • Medical, Dental & Vision Plans
  • Health Savings Accounts & Flex Spending Accounts
  • FREE Financial Planning & Tax Preparation Services
  • Continuing Education Funding

Work Schedule:

  • Monday - Friday, 8:00am - 4:00pm

Responsibilities:

  • Preparing essential account applications, including new account setup, asset transfers, and more, while maintaining regular communication with clients and advisors.
  • Meticulously managing and organizing client documentation within our systems.
  • Handling sensitive and confidential information with the highest level of discretion.
  • Developing a strong understanding of the financial world and our unique process.
  • Providing support for special projects and research when needed.

Requirements:

  • Bachelor's degree in Finance, Economics, Business or similar.
  • A willingness to obtain the S65 certification.
  • Excellent written and verbal communication skills for maintaining strong, professional client relationships.
  • Strong computer skills to navigate the latest financial tools and technology.
  • A proactive problem-solving approach and the ability to seek innovative solutions.
  • Exceptional organizational skills and a strong attention to detail.
  • A willingness to cross-train in different departments, enhancing your skill set.
  • The openness and ability to learn and leverage new technologies.

Headquartered in Plymouth, MN, BFG has expanded to 8 other locations throughout the U.S. including, 4 more in Minnesota, 2 in Arizona, 1 in Vermont, 1 in Maine and 2 in Illinois. Berger Financial Group remains the premier firm in this industry. Initially founded as a tax practice in 1981, BFG has broadened its services to include:

  • Financial & Retirement Planning
  • Portfolio Development & Management
  • Income Tax Planning & Preparation

We value individuals who can adapt to change, work both independently and as part of a team, and are dedicated to building a long-term career with us. Join us, and together, we'll navigate the financial industry's future while fostering your professional growth. At Berger Financial Group your journey begins, and the opportunities are abundant.

Apply