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Financial Client Service Associate Jobs in Forest Lake, MN

Trust Point Inc.

Client Service Associate

Minneapolis, MN · On-site

$15.25 - $21/hr

Client Service Associate Recognized as a "Best Place to Work" for the 8th year in a row! Trust ... For more than 100 years, Trust Point has provided a wide array of trusted financial services to ...

Minnesota Jobs

Client Service Coordinator

Minneapolis, MN · On-site

$15.39 - $19.67/hr

... associates and clients, and coordinates the care of clients and pets in a happy, welcoming ... Manage the finances by maintaining accurate balances and utilizing proper opening and closing ...

Minnesota Jobs

Client Service Coordinator

Blaine, MN · On-site

$16.16 - $20.66/hr

Banfield Pet Hospital - Blaine, MN Client Service Coordinator needed for Banfield Pet Hospital in ... Associates. This allowance provides financial assistance to pursue continuing education ...

Minnesota Jobs

Client Service Representative

Minneapolis, MN · On-site

$16.75 - $22.75/hr

... associates and clients, and coordinates the care of clients and pets in a happy, welcoming ... Manage the finances by maintaining accurate balances and utilizing proper opening and closing ...

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Financial Client Service Associate information

See Forest Lake, MN salary details

$13

$31

$67

How much do financial client service associate jobs pay per hour?

As of Aug 26, 2026, the average hourly pay for financial client service associate in Forest Lake, MN is $31.88, according to ZipRecruiter salary data. Most workers in this role earn between $20.62 and $34.28 per hour, depending on experience, location, and employer.

What does a financial client service associate do in finance?

A financial client service associate provides support to clients by answering inquiries, processing transactions, and maintaining account information. They assist financial advisors with administrative tasks, ensure compliance with regulations, and often use customer relationship management (CRM) tools to deliver quality service. Strong communication skills and knowledge of financial products are essential for this role.

What cities near Forest Lake, MN are hiring for Financial Client Service Associate jobs?

Cities near Forest Lake, MN with the most Financial Client Service Associate job openings:

Financial Client Service Associate jobs near you
Infographic showing various Financial Client Service Associate job openings in Forest Lake, MN as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 17% Part Time, and 3% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $66,310 per year, or $31.9 per hour.

Client Service Associate

Minneapolis, MN • On-site

Trust Point Inc.
Finance and Insurance • 51 - 200 employees
Learn more about Trust Point Inc.external

$15.25 - $21/hr

Other

Retirement

Posted 21 days ago

Job description

Client Service Associate

Recognized as a "Best Place to Work" for the 8th year in a row! Trust Point Inc. is looking to hire a full-time Client Service Associate in our Wealth Management department. We are currently seeking a polished and professional candidate to provide full-time support to our Wealth Management Team.

We offer a complete line of benefits including on-site workout facility, pet insurance, paid volunteer time and identity protection coverage. In addition, we also offer a very generous 401k and profit-sharing plan.

For more than 100 years, Trust Point has provided a wide array of trusted financial services to individuals, families, businesses and charitable organizations. It is our goal to provide outstanding client service in order to help our clients achieve their financial goals.

Our success is a direct result of the caliber of the team we recruit. We value each of our staff members and their input. We are supportive, not only to our clients but to each other. Our CEO embodies our supportive culture and has an open-door policy. We love to show our appreciation and provide fun and unique perks throughout the year like locally sourced steaks, produce, cheese and homemade apple pies!

As a Client Service Associate, you arrive each day ready to maintain and improve the relationship between our company and our clients. Through addressing internal and external client questions and concerns in a professional and timely manner, you are a key component to the team. You serve as a liaison to our clients and handle all of the behind-the-scenes and necessary administrative duties to follow proper procedures and established guidelines.

In addition, as a Client Service Associate you will utilize your organizational skills, attention to detail and knack for numbers to assist in the production of financial related documents including monthly/quarterly reports, estimated tax payments, cash and income flow projections and estate tracking support.

Qualifications for a Client Service Associate:

  • 2 year degree in Business, Accounting, Finance or other related field, required
  • 4 year degree in Business, Accounting, Finance or other related field, preferred
  • A background or working knowledge in tax and estate planning, preferred
  • Proficiency in Microsoft Office Suite including Word, Excel, and Outlook.
  • The ability to learn, understand and utilize company specific programs including Addvantage and On-Base.

Do you possess excellent communication and organizational skills and the ability to work well with others in the organization? Are you able to assimilate to a wide variety of information relating to investments, accounting, tax, asset management, estate planning and marketing of services? Do you have a positive attitude, enthusiasm and professionalism? If so, then you might be the perfect fit!

This is a full-time hybrid position working Monday-Friday, 8am-5pm.

Trust Point is proud to be an equal opportunity workplace. We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation, and delivers better business results.

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