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Investor Services Associate Jobs in Minnesota (NOW HIRING)

Northwestern Mutual

Paraplanning Associate

Minneapolis, MN · On-site

$16.50 - $22/hr

The Paraplanning Associate plays a critical role by performing a variety of client service and ... Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker ...

Wipfli LLP

Investment Banking Associate

Minneapolis, MN · On-site

$88 - $118/hr

... Senior Associate to join its team in the Twin Cities office! WCF is the investment banking and ... full suite of investment banking services tailored for middle-market companies and capital ...

Ameriprise Financial

Client Service Associate

Edina, MN · On-site

$54K - $74K/yr

About Our Company We're a diversified financial services leader with more than $1.5 trillion in ... Here, we foster meaningful careers, invest in the future, and make a difference for clients ...

Ameriprise Financial

Client Service Associate

Edina, MN · On-site

$54K - $74K/yr

About Our Company We're a diversified financial services leader with more than $1.5 trillion in ... Here, we foster meaningful careers, invest in the future, and make a difference for clients ...

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Investor Services Associate information

What is an investor services associate?

Investor Services Associates are professionals who act as the primary point of contact between investment firms and their clients, such as individual investors or institutional clients. They handle account inquiries, process transactions, resolve issues, and provide information about investment products and services. Their role is crucial in ensuring a positive client experience, maintaining accurate records, and supporting the operational needs of the investment firm. Investor Services Associates often work in mutual fund companies, private equity firms, or other financial institutions.

What are the key skills and qualifications needed to thrive as an investor services associate?

To thrive as an Investor Services Associate, you need a solid understanding of financial markets, investment products, and client account management, often supported by a degree in finance or business. Familiarity with portfolio management systems, CRM software, and industry regulations such as SEC or FINRA guidelines is typically required. Strong attention to detail, communication skills, and problem-solving abilities help build trust and efficiently resolve client inquiries. These skills ensure accurate processing, regulatory compliance, and exceptional service to clients, which are crucial in maintaining firm reputation and client relationships.

What are some common challenges investor services associates face when managing client inquiries and transactions?

Investor Services Associates often juggle a high volume of client inquiries, ranging from account updates to complex transaction requests. One challenge is ensuring accuracy and compliance while handling sensitive financial data under tight deadlines. The role also requires clear and professional communication with clients and coordination with internal teams such as fund managers and compliance officers to resolve issues efficiently. Staying organized and adaptable is key to maintaining client satisfaction and meeting service-level agreements.

What is the difference between Investor Services Associate vs Client Services Associate?

AspectInvestor Services AssociateClient Services Associate
Required CredentialsTypically requires a bachelor's degree in finance, economics, or related field; certifications like FINRA Series 7 or 63 are commonSimilar educational background; may also hold certifications like Series 7 or 63 depending on industry
Work EnvironmentFinancial institutions, asset management firms, brokerage firmsBanking, financial services, investment firms
Employer & Industry UsageUsed in investment management, brokerage, and financial servicesCommon in banking, wealth management, and financial advisory firms

The main difference is that Investor Services Associates focus specifically on supporting investors with their accounts, transactions, and inquiries related to investments. Client Services Associates have a broader role in managing client relationships across various banking or financial products. Both roles require similar credentials and work in related environments, but their focus areas differ slightly based on client type and service scope.

What are the most commonly searched types of Investor Services jobs in Minnesota?

The most popular types of Investor Services jobs in Minnesota are:

What are popular job titles related to Investor Services Associate jobs in Minnesota?

For Investor Services Associate jobs in Minnesota, the most frequently searched job titles are:

What job categories do people searching Investor Services Associate jobs in Minnesota look for?

The top searched job categories for Investor Services Associate jobs in Minnesota are:

What cities in Minnesota are hiring for Investor Services Associate jobs?

Cities in Minnesota with the most Investor Services Associate job openings:

Investor Services Associate jobs near you
Infographic showing various Investor Services Associate job openings in Minnesota as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 13% Part Time, 1% Temporary, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution.

Investment Banking Associate - Services & Industrials

Piper Sandler & Co.

Minneapolis, MN • On-site

$135 - $225/hr

Other

Re-posted 13 days ago

Job description

Job Overview

At Piper Sandler, we connect capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities.

We are currently looking for an Investment Banking Associate to join our Services & Industrials team in Minneapolis, MN.

Key Qualifications
  • Bachelor’s degree and 2+ years of investment banking experience at the associate level or closely related experience
  • Prior experience involving financial analysis and M&A transaction execution
  • Excellent written and verbal communication skills, including ability to develop internal and external relationships
  • Strong knowledge of accounting and financial modeling
  • Highly motivated, team player with an ability to learn in a fast‑paced environment
Compensation

The anticipated starting salary range for individuals expressing interest in this position is $135,000 - $225,000 per year. Placement within this range is dependent upon level of experience, location and other factors. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market.

Benefits & Culture

Piper Sandler values a strong culture dedicated to the emotional and physical well‑being of our employees.

Equal Opportunity Statement

All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance.

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