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Client Success Associate Jobs in Minnesota (NOW HIRING)

Associate Fund Controller GP Fund Solutions As an Associate Fund Controller at GPFS, your work drives client success, supports investors, and strengthens lasting relationships; all while growing your ...

Client Associate

Minneapolis, MN · On-site

$40K - $60K/yr

... success that is mutual. * A comprehensive Total Rewards Program including bonuses and flexible ... Client Associate position is $40,000 - $60,000 and the Registered Client Associate position is $45 ...

... success that is mutual. * A comprehensive Total Rewards Program including bonuses and flexible ... Client Associate position is $40,000 - $60,000 and the Registered Client Associate position is $45 ...

Engage directly in sales efforts through property tours, presentations, and client meetings to ... Quantifiable track record of past success * Associate champion with strong selection, development ...

Showing results 21-40

Client Success Associate information

See Minnesota salary details

$18.1K

$51.9K

$91.1K

How much do client success associate jobs pay per year?

As of Jul 24, 2026, the average yearly pay for client success associate in Minnesota is $51,900.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,200.00 and $64,200.00 per year, depending on experience, location, and employer.

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

AspectClient Success AssociateCustomer Support Specialist
Required CredentialsTypically a bachelor's degree; experience in customer relationsOften a high school diploma or associate degree; training provided
Work EnvironmentProactive engagement, building long-term client relationshipsReactive support, resolving immediate customer issues
Employer & Industry UsageCommon in SaaS, tech, and service industriesWidespread across retail, telecom, and tech sectors

The main difference is that a Client Success Associate focuses on proactive relationship management and ensuring client satisfaction over time, while a Customer Support Specialist primarily handles reactive problem-solving and technical issues. Both roles require strong communication skills but serve different stages of the customer journey.

What does a Client Success Associate do?

A Client Success Associate is responsible for ensuring that clients have a positive experience with a company’s products or services. They act as a primary point of contact for clients, helping with onboarding, addressing concerns, and providing ongoing support. Their goal is to build strong relationships, increase customer satisfaction, and help clients achieve their desired outcomes. They may also collaborate with sales, product, and support teams to resolve issues and identify opportunities for improving the client experience.

How does a Client Success Associate typically collaborate with other departments to address client needs?

As a Client Success Associate, you'll frequently collaborate with teams such as Sales, Product, and Support to ensure client satisfaction and resolve issues efficiently. This often involves participating in cross-functional meetings, relaying client feedback to relevant departments, and coordinating solutions for complex client requests. Effective communication and teamwork are essential, as you'll act as a bridge between clients and internal teams to ensure expectations are met and ongoing improvements are made.

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

To thrive as a Client Success Associate, you need strong relationship-building abilities, problem-solving skills, and a background in business or communications, often supported by a bachelor's degree. Familiarity with customer relationship management (CRM) tools like Salesforce or HubSpot and proficiency with data tracking systems are typically required. Exceptional communication, active listening, and adaptability help professionals stand out in this client-facing role. These skills and qualities are vital for fostering client satisfaction, resolving issues efficiently, and supporting long-term business growth.
What are the most commonly searched types of Client Success jobs in Minnesota? The most popular types of Client Success jobs in Minnesota are:
What are popular job titles related to Client Success Associate jobs in Minnesota? For Client Success Associate jobs in Minnesota, the most frequently searched job titles are:
What cities in Minnesota are hiring for Client Success Associate jobs? Cities in Minnesota with the most Client Success Associate job openings:
Infographic showing various Client Success Associate job openings in Minnesota as of July 2026, with employment types broken down into 1% As Needed, 67% Full Time, 30% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $51,900 per year, or $25 per hour.
Senior Client Relationship Associate

Senior Client Relationship Associate

Boulay

Eden Prairie, MN • On-site

$60K - $92K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 3 days ago


Job description

Boulay Wealth Management helps entrepreneurs, business owners, individuals, and families navigate the financial complexities of life through integrated investment, tax, estate, and wealth planning services. Our collaborative team partners closely with clients to deliver personalized strategies and exceptional service that help them achieve their financial and personal goals.
Are you passionate about building strong client relationships and delivering an exceptional service experience? As a Senior Client Relationship Associate, you'll play a vital role in helping clients feel supported, informed, and confident throughout every stage of their financial journey.
As a trusted partner to Wealth Advisors and fellow team members, you'll serve as a key point of contact for clients, helping coordinate complex service needs, facilitate seamless onboarding experiences, and ensure every interaction reflects the high level of care Boulay is known for. You'll have the opportunity to take ownership of meaningful client relationships, anticipate client needs, and make a direct impact on the overall client experience.
Beyond client service, you'll be a valued contributor to the continued growth and success of our Wealth Management team. You'll help identify opportunities to improve processes, enhance operational efficiency, support the development of newer team members, and collaborate across departments to deliver outstanding results.
This is an exciting opportunity for a service-minded professional who enjoys building relationships, solving problems, driving improvements, and making a meaningful difference for both clients and colleagues every day.
Responsibilities
Leadership & Process Improvement
  • Serve as a subject matter resource for client service operations within the Wealth Management team.
  • Support and mentor Client Relationship Associates through training and guidance.
  • Identify and implement workflow improvements to enhance efficiency and client service.

Client Relationship Management
  • Build and maintain strong relationships with clients through proactive communication and exceptional service.
  • Partner with advisors, team members, and external professionals (CPAs, attorneys, etc.) to support client needs.
  • Address complex client requests and help ensure a seamless client experience.

Client Meetings & Onboarding
  • Coordinate and prepare materials for client meetings, including account reviews, reports, and agendas.
  • Schedule meetings and manage related logistics.
  • Lead the client onboarding process and ensure a smooth transition for new clients.

Account Administration
  • Maintain accurate client records and data within Tamarac and CRM systems.
  • Track client activity, service requests, and account updates.
  • Support day-to-day account management and client service activities.

Requirements
  • Bachelor's degree or equivalent experience
  • 3+ years of client service experience in a Broker Dealer or RIA environment
  • Experience with CRM software
  • Possess exceptional attention to detail and strong organizational skills, with the ability to manage multiple priorities, maintain accurate records, and follow through on tasks with a high degree of accuracy
  • Experience identifying process improvements and enhancing efficiencies
  • Possess strong interpersonal skills, a team-based attitude, and a desire to collaborate
  • Flexible to changing circumstances and client needs
  • Desire to provide concierge quality customer service
  • Proficient in Microsoft Office Suite, ability to learn quickly, and maintain confidentiality
  • Effective communicator with strong multitasking, prioritization, interpersonal skills, and a collaborative, client-focused mindset.

Preferred:
  • Series 65 or 66
  • Experience working with Ultra High Net Worth and/or Family Office
  • Experience with Fidelity and/or Schwab

The annual salary range for this position is: $60,000 - $92,000. This salary range reflects the anticipated responsibilities and qualifications of a successful candidate for this role. Final compensation may vary depending upon an individual's experience, knowledge, and skills. Individuals may be eligible for additional compensation in the form of incentives, commissions, profit sharing, and more, depending on the role. Boulay offers a wide range of benefits such as medical, dental, vision, 401k, flexible schedules, hybrid (or remote, as applicable) work environment, paid time away, and more.
Boulay is committed to providing reasonable accommodation to all applicantsIf you require any accommodation, contact Jenna at jtackmier@boulaygroup.com.
Boulay is committed to attracting and developing highly talented professionals while providing a premier and inclusive candidate experience. Our Talent Acquisition Team strives to source and recruit diverse talent with an entrepreneurial mindset who will help contribute to the Firm's continued success.
Benefits
  • 401(k)
  • Dental insurance
  • Disability insurance
  • Employee assistance program
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Paid time off
  • Parental leave
  • Tuition reimbursement
  • Vision insurance
  • Work from home