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Client Support Associate Jobs in Minnesota (NOW HIRING)

Nepsis, Inc.

Tax Operations Associate

Minneapolis, MN · On-site

$16 - $40/hr

Role Overview The Tax Operations Associate plays a critical role in supporting the tax team by ... Client Support & Internal Coordination * Coordinate with tax professionals to gather missing ...

High Note Wealth LLC

Be Seen First

Client Service Associate

Wayzata, MN · On-site

$65K - $85K/yr

We are seeking a Client Service Associate to support our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the continued success of our ...

High Note Wealth LLC

Be Seen First

Client Service Associate

Wayzata, MN · On-site

$65K - $85K/yr

We are seeking a Client Service Associate to support our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the continued success of our ...

Luminate Bank

Client Service Associate

Minneapolis, MN · On-site

$15.25 - $21/hr

Client Service Associate Luminate Bank ® is more than a bank--we're Banking Brighter ® by making ... This role supports the day-to-day operational needs of the branch while building and strengthening ...

UNRL

Sales Support - Retail

Saint Paul, MN · On-site

$17.25 - $22.25/hr

... client recorders Manage SPS and order fulfillment processes, working closely with Operations to ... health Support the development of sales presentations, proposals, and promotional material ...

Stifel

Client Service Associate - NR

Walker, MN · On-site

$33K - $50K/yr

The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support ...

Luminate Bank

Client Service Associate

Minneapolis, MN · On-site

$25/hr

The Client Service Associate is responsible for delivering exceptional customer experience through ... This role supports the day-to-day operational needs of the branch while building and strengthening ...

Luminate Bank

Client Service Associate

Minneapolis, MN · On-site

The Client Service Associate is responsible for delivering exceptional customer experience through ... This role supports the day-to-day operational needs of the branch while building and strengthening ...

Luminate Bank

Client Service Associate

Minneapolis, MN · On-site

$25/hr

The Client Service Associate is responsible for delivering exceptional customer experience through ... This role supports the day-to-day operational needs of the branch while building and strengthening ...

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All JobsClient Support Associate JobsClient Support Associate Jobs in Minnesota

Client Support Associate information

What does a Client Support Associate do?

A Client Support Associate is responsible for assisting clients with inquiries, resolving issues, and providing information about products or services. They serve as the main point of contact between a company and its customers, ensuring that clients receive timely and effective support. Their duties may include responding to emails or phone calls, troubleshooting problems, and guiding clients through processes or solutions. The goal is to maintain high customer satisfaction and build strong client relationships.

How does a Client Support Associate typically collaborate with other departments to resolve customer issues?

Client Support Associates frequently work with teams such as technical support, account management, and product development to address customer inquiries and resolve complex issues. When a customer’s request extends beyond standard procedures, associates coordinate with these departments to gather accurate information or escalate concerns. This collaborative environment not only ensures timely solutions for clients but also helps associates build a well-rounded understanding of the company’s products and services. Strong communication and teamwork skills are essential in this role.

Is a CSA job stressful?

A Client Support Associate (CSA) role can be stressful due to high customer interaction, problem-solving demands, and meeting performance metrics. However, stress levels vary depending on the work environment, workload, and individual skills in communication and time management.

What does a client service associate do?

A client support associate assists clients by addressing their inquiries, resolving issues, and providing information about products or services. They often use communication tools like phone, email, or chat and require strong interpersonal and problem-solving skills to ensure customer satisfaction.

What does a customer support associate do?

A customer support associate assists clients by answering questions, resolving issues, and providing information about products or services. They often communicate via phone, email, or chat, and use customer relationship management (CRM) tools to track interactions and ensure customer satisfaction.

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

To thrive as a Client Support Associate, you need strong communication skills, problem-solving abilities, and a background in customer service, often supported by a bachelor’s degree or relevant experience. Familiarity with customer relationship management (CRM) systems, ticketing software, and basic office applications is typically required. Exceptional patience, active listening, and adaptability help you connect with clients and resolve issues efficiently. These skills are crucial for providing prompt, effective support that enhances customer satisfaction and loyalty.

What is the difference between Client Support Associate vs Customer Service Representative?

AspectClient Support AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles may prefer post-secondary educationHigh school diploma or equivalent; on-the-job training often provided
Work EnvironmentCorporate offices, call centers, or remote settings; focused on client accountsRetail stores, call centers, or online support; general customer interactions
Employer & Industry UsageFinancial services, tech companies, consulting firmsRetail, telecom, hospitality, and various service industries

While both roles involve assisting customers, a Client Support Associate typically handles specialized client accounts in professional settings, requiring specific industry knowledge. Customer Service Representatives often provide general support across various industries, focusing on broad customer inquiries. The roles differ mainly in scope and industry focus, but both aim to ensure customer satisfaction and retention.

What job makes $10,000 a month without a degree?

A Client Support Associate typically does not earn $10,000 a month without significant experience or specialized skills. High-paying roles that can reach this level without a degree often include sales, real estate, or entrepreneurship, which rely on performance, networking, and skills rather than formal education.
What cities in Minnesota are hiring for Client Support Associate jobs? Cities in Minnesota with the most Client Support Associate job openings:

Tax Operations Associate

Nepsis, Inc.

Minneapolis, MN • On-site

$16 - $40/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 2 days ago

Job description

About Nepsis
Nepsis Shared Services LLC, located in Minneapolis, Minnesota, is an independent financial advisory, investment management and tax services firm founded by Mark Pearson. Nepsis® employs a comprehensive Family Office Framework that integrates financial planning, estate planning, advanced tax solutions and in-house portfolio management, offering a holistic approach to wealth management.
Guided by the Power of Clarity®, Nepsis' proprietary process empowers clients to achieve their financial goals by providing them with the knowledge and support needed to understand their financial lives. Nepsis is focused on maximizing wealth and minimizing taxes, with an emphasis on advanced tax planning to help clients achieve their long-term financial goals. In addition, Nepsis is dedicated to community impact through the Nepsis Foundation™, supporting community initiatives in the Minneapolis area.
Advisory services are offered through Nepsis Inc., an SEC-registered investment advisor and affiliate of Nepsis Shared Services LLC. Learn more at nepsis.com.
Role Overview
The Tax Operations Associate plays a critical role in supporting the tax team by managing the operational workflow, assembly, and delivery of tax returns. This position focuses on process execution, system management, quality control, and coordination to ensure tax returns are prepared efficiently, accurately, and delivered on time.
The ideal candidate will have hands-on experience with the Thompson Reuters suite of tax products and thrives in a detailed-oriented, deadline-driven environment where operational excellence supports exceptional client service.
Responsibilities
Tax Return Assembly & Delivery
  • Assemble, organize, and finalize federal, state, and local tax returns for individuals, businesses, and trusts.
  • Prepare returns for review, e-file, and delivery in accordance with firm standards.
  • Manage e-filing processes, acknowledgements, and follow-up on rejections or corrections.

Tax Operations & Workflow Support
  • Support the tax team throughout the full tax return lifecycle, from data intake to final delivery.
  • Monitor workflows and deadlines to ensure timely completion of returns.
  • Maintain checklists and standardized procedures for tax production.

Systems & Technology
  • Utilize and support the Thomson Reuters tax software suite, including UltraTax CS, Practice CS, Onvio, or similar software.
  • Assist with document management, file organization, and system data integrity.
  • Troubleshoot basic system or workflow issues and escalate when needed.

Quality Control & Compliance
  • Performance completeness and accuracy checks prior to review and filing.
  • Ensure returns meet internal quality standards and regulatory requirements.
  • Maintain organized workpapers and supporting documentation.

Client Support & Internal Coordination
  • Coordinate with tax professionals to gather missing information or resolve open items.
  • Support secure delivery of tax returns to clients via portal or approved delivery methods.
  • Assist with responding to client and internal operational inquiries related to tax filings.

Necessary Skills & Abilities
  • Strong understanding of tax return assembly and filing processes.
  • High attention to detail and strong organizational skills.
  • Ability to manage multiple deadlines in a fast-paced environment.
  • Proficient with Microsoft Office and document management systems.
  • Familiar with tax workflow tools, portals, and e-signature processes.
  • Process-driven with a quality-control mindset, with a focus on operations excellence, following through on tasks, and continuous process improvement.
  • Strong communication and collaboration skills
  • Dependable, proactive, and deadline-oriented.

Minimum Qualifications
  • High school diploma or equivalent
  • 2+ years of experience in tax operations, tax administration, or tax support roles
  • Direct experience using Thomson Reuters tax software suite
  • Authorization to work in the United States on a permanent basis

Preferred Qualifications
  • Bachelor's degree from an accredited college or university in finance, accounting, business, or another closely related field
  • Experience supporting multiple tax entities (1040, 1065, 1120, 1041)
  • Experience in a CPA firm or professional services environment
  • Experience using tax workflow tools, portals, and e-signature processes

Working Environment & Physical Demands
While performing the duties of this job, the employee is in an office environment. The noise level in the work environment is typically quiet to moderate. Client and internal company information is highly confidential.
The essential functions of the Tax Operations Associate role will require the employee to be able to communicate verbally with others. The employee will often be required to sit for extended periods of time and use a computer and other office equipment. The employee will occasionally be required to stand, move, reach, and lift up to 10 lbs.
Additional Information
This job description is intended to convey information essential to understanding the scope of the Tax Operations Associate's role. It is not intended to be an exhaustive list of experience, skills, efforts, duties, responsibilities, or working conditions associated with the role.
Consistent with the American's with Disabilities Act and other applicable state laws, it is the policy of Nepsis to provide reasonable accommodations when requested by a qualified applicant or employee, unless such accommodation would cause an undue hardship. This policy applies to all aspects of employment, including the application process. If a reasonable accommodation is needed, please contact Human Resources at 952-746-2003.
Nepsis Benefits
  • Medical
  • Dental
  • Vision
  • Group & Voluntary Life
  • Short- & Long-term Disability
  • 401k & Roth 401k
  • Unlimited PTO
  • Company Holidays

The pay range for this role is:
16 - 40 USD per hour (Minneapolis)

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