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654 Results for

Client Associate Jobs in Minnesota

United States of America

Work hours/week:.

250 NICOLLET MALL:MINNEAPOLIS

City:.

30+ days ago

MN

p>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 duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

24 days ago

Bloomington, Minnesota

Inspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real life—plus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world.

The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.

30+ days ago

Walker, Minnesota

What You'll Be Doing:

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 duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

25 days ago

Saint Paul, MN
  • $25–$44 / hour

Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy" Shift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.

23 days ago

Minneapolis, MN
  • $25–$44 / hour

Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy" Shift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.

27 days ago

Minneapolis, MN
  • $28.85–$36.06 / hour

p>The Operations Associate is responsible for supporting the daily activities of the Operations Department and providing operational and client service support to registered representatives and internal stakeholders. This role assists with brokerage account servicing, transaction processing, regulatory documentation, and operational controls to ensure efficient and compliant business operations.

30+ days ago

Minnetonka, MN
  • $75,000–$100,000 / year

Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. This role is ideal for someone with a strong service mindset who is looking to deepen their experience working with sophisticated clients and, over time, has the potential to grow into a broader advisory capacity.

30+ days ago

Minnesota, MN

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30+ days ago

Minneapolis, MN
  • $51,600–$70,950 / year

p>We're looking for an Associate, Client Success - Fleet Coach to join our team In this role, you will execute fleet transactions that support product and asset management while applying comprehensive knowledge of the client and Element's products and services.

  • Receives, completes, coordinates, and/or escalates requests and activities that support product and asset management for external clients.

    • 8 days ago

    Minneapolis, MN
    • $50,100–$82,800 / year

    To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards. Resolves client problems in a prompt and effective manner, while ensuring that enhancement opportunities are identified and addressed or referred during client service interactions.

    9 days ago

    Minneapolis, MN
    • $81,515–$95,900 / year

    Working side by side with multiple generations of families, Ascent offers a combination of traditional wealth management services and leading-edge wealth impact strategies for establishing a personal family legacy while providing ongoing, comprehensive, and integrated services. General Office Management: Coordinate the tracking and processing of expense invoices, office supply and materials inventory, maintenance activities (a/v technology, lighting, cleaning, etc.), meeting coordination and logistical prep (scheduling, materials, room set-up, etc.).

    30+ days ago

    MINNEAPOLIS, MN

    We serve a select group of high-net-worth client families through a personalized, Family Office model, and as we grow, we're adding a Client Operations Associate / Manager to our team. DSG Capital Advisors is a boutique, fast-growing Registered Investment Advisor (RIA) based in Edina, MN.

    20 days ago

    MN
    • $21–$22 / hour

    p>ABOUT THE ROLE:

    The Client Service Center Associate, Banking is responsible for answering a wide range of incoming calls from banking and wealth management clients.

    WHAT YOULL BE DOING:

    • Answer telephone, email, and chat inquiries from Alerus banking, mortgage, and wealth management clients promptly and courteously.

    30+ days ago

    MN
    Remote
    • $21–$22 / hour

    Inbound calls will cover a wide range of topics including retirement plan specific provisions, IRS and DOL regulations surrounding retirement and benefits plans, distributions, contributions, investments, balance inquiries, and claim status.

    Develop and enhance customer relationships by informing customers of Alerus products and services that meet their needs and encourage a financially fit client.

    30+ days ago

    Blaine, Minnesota

    p>Farrell’s combines energizing fitness classes, proven nutritional counseling, and continuous motivation to help our members make lasting changes to their health, appearance, and fitness level in just 10 weeks! Our members have made incredible physical transformations, but more importantly, they've transformed their mindset, and often find the courage to go after goals and dreams they never thought possible.

    15 days ago

    Andover, Minnesota

    p>Farrell’s combines energizing fitness classes, proven nutritional counseling, and continuous motivation to help our members make lasting changes to their health, appearance, and fitness level in just 10 weeks! Our members have made incredible physical transformations, but more importantly, they've transformed their mindset, and often find the courage to go after goals and dreams they never thought possible.

    15 days ago

    Shoreview, Minnesota

    p>Farrell’s combines energizing fitness classes, proven nutritional counseling, and continuous motivation to help our members make lasting changes to their health, appearance, and fitness level in just 10 weeks! Our members have made incredible physical transformations, but more importantly, they've transformed their mindset, and often find the courage to go after goals and dreams they never thought possible.

    15 days ago
    New

    Saint Paul, Minnesota

    div>

    *All interviews will be conducted via Zoom video conferencing
    (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)
    We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information.
    Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities?

    4 days ago

    Minneapolis, MN
    • $98,175–$115,500 / year

    In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.

    30+ days ago

    Mankato, Minnesota

    Elite Empire Consultants is a third-party recruiter, not an insurance agency)We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence.5.

    30+ days ago

    Minnetonka, MN
    • $90,000–$110,000 / year

    p>Cresset is seeking an Associate Director, Private Wealth Client Services with 5+ years of experience managing the administrative and private banking needs for high net worth and ultra-high net worth clientele. Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.

    30+ days ago
    New

    Minneapolis, Minnesota
    • $78,000–$107,000

    li>

    Work with Examiners of Titles of Minnesota counties to gain approval of conveyances, register land, request examiner directives, and other actions related to Torrens property.
    .
    • Research, analyze and identify pertinent recorded documents from county records (using various land records programs such as RecordEASE, iDoc Market, Landshark, Tapestry, etc.)
      .

    3 days ago

    Hopkins, Minnesota
    • $45,000–$60,000

    ORGANIZATION/BUSINESS OVERVIEW:Fortune Financial is a team of experienced financial professionals who provide personalized, goal-based strategies and advice for individuals, corporate executives, business owners, and their families. Our group offers specialized expertise in developing comprehensive, results-focused financial strategies to enable clients to pursue long-term financial success efficiently.

    30+ days ago
    Mutual of Omaha Insurance Company logo

    Minneapolis, MN

    Lead the enrollment experience, guiding re-enrollment in non-renewal years, providing benefit education, coordinating meetings and fairs, and delivering strategies that maximize participation, premium, and showcase Mutual of Omahas unique offerings. WHAT YOULL BRING: Proven account management expertise, with 5+ years of direct broker/customer-facing experience, including managing large case national, key, or strategic accounts and complex customer relationships with 500+ lives.

    30+ days ago

    Minneapolis, MN
    • $96,000–$160,000 / year

    Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. In this role, you will serve as the primary point of contact for construction clients, delivering accurate financial reporting, reviewing work-in-progress schedules, and offering strategic guidance to improve processes, internal controls, and operational efficiency.

    30+ days ago

    Minneapolis, MN
    • $96,000–$160,000 / year

    p>Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. You'll collaborate closely with a supportive, high-performing team that lives the Wipfli Way - grounded in integrity, caring, excellence, and teamwork - while contributing to the growth and impact of our practice.

    30+ days ago

    Minneapolis, MN
    • $109,000–$147,000 / year

    p>Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. The actual salary at the time of offer depends on business-related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.

    30+ days ago

    Minneapolis, MN
    Remote
    • $109,000–$147,000 / year

    p>Qualifications:

    • Bachelor's degree in Accounting, Finance, or Business required • 4-6 years of accounting experience, including exposure to manufacturing environments • 3+ years of experience leading and developing teams • Knowledge of manufacturing accounting concepts, including WIP, inventory, job costing, and COGS • CPA, CMA, or similar certification preferred • Strong financial reporting and analytical skills • Proven ability to manage multiple priorities, projects, and client relationships • Excellent communication and presentation skills • Experience with accounting/ERP systems (e.g., QuickBooks Online, NetSuite, Fishbowl, Katana) and Microsoft Office • Ability to influence outcomes, drive process improvements, and develop team members • Ability to travel up to 10%. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients.

    30+ days ago
    New

    Minneapolis, MN
    • $128,000–$252,000 / year

    p>As a Manager and Client Experience / Human-AI Interaction Designer within our Finance Transformation Tech Enablement team, you will lead platform and experience design for the Finance Operate Platform-translating complex agentic AI capabilities into intuitive, trust-building interfaces.

    • Lead end-to-end UX and interaction design for Offering delivery portal and Finance Operate Platform interfaces, including practitioner dashboards, exception management flows, SLA visualizations, and client governance views.

    6 days ago
    UnitedHealth Group Inc logo

    Eden Prairie, MN
    • $91,700–$163,700 / year

    p>Self - starter high - performing individual; has comprehensive understanding of the PBM environment and broader health care system ability to work across departments to achieve success; has positive and respected relationships and uses knowledge and organizational skills to achieve desired objectives; exhibits ability to manage client expectations based on Optum"s capabilities - and looks for up sell / growth opportunities with the client; manages customer satisfaction of assigned accounts; takes accountability for individual and team objectives.

    The fraudulent LinkedIn messages and emails, which do not originate from any Executives LinkedIn account or of UnitedHealth Group's email domains, or those of any of its operating divisions, supposedly conducts an interview via a Zoom meeting, offers a work from home job at Optum, emails an application, sends a fake check by next day delivery through USPS and asks recipients to pay a vendor a large dollar amount.

    9 days ago

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