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EXPERIENCE OUR CULTURE JOIN OUR TEAM · 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 pr ...
SE Main St Minneapolis, Minnesota, United States $38,000 - $65,000 (USD) per year1 week ago
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Ready to inspire students? Come teach in Edina Public Schools Please see attached job description for additional details about the position. · ...
Minneapolis1 month ago
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+We are seeking a polished and professional candidate to provide full-time support to our Wealth Management Team. · +Maintain and improve the relationship between our company and our clients. · Serve as a liaison to our clients and handle all of the behind-the-scenes administrati ...
Minneapolis1 month ago
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Our client seeks a Sr Client Service Associate to join their dynamic team at a leading wealth management firm in the Twin Cities. · ...
Minneapolis1 month ago
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Larson Financial Group is seeking a Client Service Associate - Financial Services in the Minneapolis, MN area to manage the client service operations of an Advisor's practice. · ...
Minneapolis3 weeks ago
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A leading wealth management firm is seeking a Sr Client Service Associate to add to their dynamic and growing team. · The office has a long standing reputation in the area and works closely with high-net worth clients and small businesses to provide comprehensive financial planni ...
Minneapolis, MN1 month ago
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Client Service Associate · Location: · Minneapolis, MN (In-Office) · Total Compensation: · ~$80,000 – $90,000+ potential · Base Salary: $62,000 · 15% Firm Profit Sharing · Annual Company Bonus (firm profitability-based) · Individual Performance Bonuses · 100% Employer-Paid Health ...
Minneapolis $38,000 - $65,000 (USD) per year9 hours ago
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We are looking for a Client Services Associate to join our team in Twin Cities.In this role you will provide essential support to financial advisors by managing administrative and operational tasks while maintaining strong client relationships. · ...
Minneapolis1 month ago
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We are seeking a Client Services Associate to join our expanding team. As an integral part of the team, you would work collaboratively with two financial advisors and the CSA department. · Work collaboratively with two financial advisors and the CSA department · Assist with the p ...
Minneapolis, MN1 month ago
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We are looking for a Client Services Associate to join our team in Twin Cities. In this role you will provide essential support to financial advisors by managing administrative and operational tasks while maintaining strong client relationships. This position involves frequent cl ...
Minneapolis, MN1 month ago
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Financial Services Associate (Full-Time or Part-Time) · We're currently seeking driven, coachable, and purpose-driven individuals to join our financial services agency before our grand opening at Union Plaza, 333 N Washington Ave, Minneapolis, MN This is a hybrid opportunity wher ...
Minneapolis2 days ago
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This is your moment. Don't sit on the sidelines. · If you thrive on high energy, love working with people, and want a role where your personality is the star player, this opportunity is calling.Represent nationally recognized brands at live promotional and activation events · Be ...
Minneapolis, MN1 month ago
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Larson Financial Group is seeking a Client Service Associate - Financial Services in the Minneapolis area to manage the client service operations of an Advisor's practice. · ...
Minneapolis1 week ago
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Larson Financial Group is seeking a Client Service Associate in the Minneapolis area to manage client service operations. · ...
Minneapolis, MN1 week ago
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Description · The Customer Service Associate provides customer service that is above and beyond for customer satisfaction and retention creating a culture of empowerment for employees to provide excellent customer service. Responsible for first contact resolution and the customer ...
Minneapolis, MN, United States $38,000 - $62,000 (USD) per year3 days ago
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LOVE TO HELP OTHERS LOOK AND FEEL GORGEOUS? JOIN OUR TEAM · Are you passionate about people and beauty? Are you naturally confident and outgoing? Does the idea of earning excellent commission drive you? Turn your passion into a rewarding role with our growing team at European Wax ...
E th St, Richfield, MN, $30,000 - $40,000 (USD) per year1 week ago
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· Full-time · Description · Larson Financial Group is seeking a Client Service Associate - Financial Services in the Minneapolis, MN area to manage the client service operations of an Advisor's practice. This position will allow you to have direct contact with the clients to ach ...
Minneapolis, MN $38,000 - $65,000 (USD) per year2 days ago
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The Concierge Service Associate is the dedicated day-to-day contact for a select group of clients within our Fractional Family Office (FFO). This role is built for a highly organized, service-focused professional who thrives in a high-touch environment. · ...
Minneapolis, MN1 month ago
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· WHAT YOU'LL DO: · The Client Service Associate serves as a key partner to our Financial Advisors and is an important point of contact for our members. You'll play an essential role in delivering a smooth, accurate, and responsive client experience by supporting account setup, ...
Golden Valley, MN, US $19,500 - $29,950 (USD) per year3 days ago
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Job Title: Mailroom Associate · Reports To: The Mailroom Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. · Job Overview: · The Mailroom Associate provides exceptional mail and shipping/receiving services, delivering o ...
Minneapolis $17 - $18 (USD) Full time1 day ago
Client Service Associate - Bloomington - Avenica
22 hours ago
Description
Client Service AssociateLocation: Minneapolis, MN (In-Office)Total Compensation: ~$80,000 – $90,000+ potentialBase Salary: $62,00015% Firm Profit SharingAnnual Company Bonus (firm profitability-based)Individual Performance Bonuses100% Employer-Paid Health InsuranceAvenica partners with a relationship-focused wealth management firm seeking a Client Service Associate to join their collaborative advisory team. This is a long-term career opportunity within a high-touch advisory environment — not a call center or transactional processing role.You will work directly with advisors and clients, playing an integral role in delivering a premium client experience while supporting portfolio management and investment operations. This firm values professionalism, integrity, and long-term relationships — both with clients and employees.How You'll Drive ImpactAs a Client Service Associate, you'll serve as a trusted operational partner to advisors and a key coordinator for client service activities. Your attention to detail, organization, and professionalism will directly influence client satisfaction, operational excellence, and firm growth.Key Responsibilities:Support advisors with client relationship management and service requests.Open and maintain client accounts; process transfers, wires, journals, and money movements.Prepare reports and meeting materials for client review meetings.Maintain CRM records and ensure accurate client documentation.Monitor client activity and follow up on outstanding items.Coordinate and schedule client meetings and communications.Reconcile daily downloads and maintain reporting systems (e.g., Black Diamond).Assist with portfolio maintenance and data accuracy.Collaborate with team members to improve workflows and operational processes.Maintain and update procedures and operational documentation.Serve as a professional liaison between advisors and clients.What Makes This Role DifferentDirect collaboration with advisors (not transactional back-office work)Stable weekday schedule with predictable hoursHigh-touch client relationshipsOpportunity to improve processes and influence operationsLong-term career path within a growing advisory firmAbout YouYou are a detail-oriented, client-focused professional who thrives in a fast-paced advisory environment. You value accuracy, confidentiality, and professionalism. You take pride in supporting others and delivering a seamless client experience.QualificationsAssociate's degree in business or related field.3+ years of financial services experience.Strong attention to detail and accuracy.Excellent written and verbal communication skills.Professional client service mindset.Proficiency with Microsoft Office.Ability to manage multiple priorities in a fast-paced environment.Preferred:Experience with CRM and portfolio reporting systems (e.g., Black Diamond, Advisor Engine).Experience supporting financial advisors or wealth management teams.Benefits Overview100% employer-paid health insuranceProfit sharing and bonus opportunitiesCareer stability within a growing advisory practiceTeam-oriented environment focused on client relationshipsWork Authorization & Location RequirementsCandidates must be authorized to work in the United States without sponsorship. This role does not offer visa sponsorship now or in the future.This is an in-office position located in Minneapolis, MN. Candidates must currently reside within a reasonable commuting distance of the office. Relocation assistance is not available.Next Step: HAALO InventoryUpon completing your application, you will be prompted to complete our HAALO Inventory — a short behavioral assessment that helps us understand your preferences, work style, and strengths. HAALO is required to complete your application.By submitting an application to Avenica, you agree to be contacted via SMS text messages and email.Equal Employment Opportunity StatementAvenica is an Equal Opportunity Employer. We are committed to creating an inclusive and diverse workplace where all individuals are respected and valued. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by applicable law.We believe that diversity of backgrounds, perspectives, and experiences strengthens our team and drives innovation. We welcome applicants from all walks of life and encourage individuals from underrepresented groups to apply.-
Client Service Associate
Only for registered members SE Main St Minneapolis, Minnesota, United States
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Health Service Associate
Only for registered members Minneapolis
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Client Service Associate
Only for registered members Minneapolis
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Client Service Associate
Only for registered members Minneapolis
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Client Service Associate
Only for registered members Minneapolis
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Client Service Associate
Only for registered members Minneapolis, MN
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Client Service Associate
Avenica- Minneapolis
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Client Services Associate
Only for registered members Minneapolis
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Client Services Associate
Only for registered members Minneapolis, MN
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Client Services Associate
Only for registered members Minneapolis, MN
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Financial Services Associate
Only for registered members Minneapolis
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Customer Service Associate
Only for registered members Minneapolis, MN
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Client Service Associate
Only for registered members Minneapolis
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Client Service Associate
Only for registered members Minneapolis, MN
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Customer Service Associate
Only for registered members Minneapolis, MN, United States
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Guest Service Associate
Only for registered members E th St, Richfield, MN,
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Client Service Associate
Only for registered members Minneapolis, MN
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Concierge Service Associate
Only for registered members Minneapolis, MN
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Client Service Associate
Only for registered members Golden Valley, MN, US
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Client Services Associate/Mailroom Associate
Full time Only for registered members Minneapolis