Tax Associate JobotTax AssociateRichfield, MN$20–$40 / hourInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The firm operates within a family office–style framework, combining advanced tax solutions with coordinated planning to help clients achieve long-term financial clarity and efficiency.
Senior Audit Associate JobotSenior Audit AssociateBLOOMINGTON, MNRemote$85,000–$120,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Ideally a hybrid role but strong appetite for FULLY REMOTE -Seeking a Senior Auditor to join our Growing firm, exceptional work/life balance, benefits, etc..
Retail Customer Service Associate FedExRetail Customer Service AssociateEagan, Minnesota$18.35–$21.57 / hourFull timeActual starting pay would be determined by experience relative to the job, market level, pay at the location for this job and other job-related factors permitted by law. An employee may be eligible for additional pay, premiums, or bonus potential. Preferred Qualifications: .
NewASSOCIATE ATTORNEY MESSERLI KRAMER P.A.ASSOCIATE ATTORNEYPLYMOUTH, MN$80,000–$90,000 / yearGenerally, due to the nature of this office position, the person in this role would be required to talk and hear, sit or stand for long period of time, and use their hands and fingers, to handle and feel. We represent a variety of clients—from large corporations, banks and closely-held businesses—to individuals seeking divorce and family law or estate planning services.
NewAttorney for Banking Practice Group: Lateral or Senior Associate MESSERLI KRAMER P.A.Attorney for Banking Practice Group: Lateral or Senior AssociateMinneapolis, MN$185,000–$250,000 / yearSuccessful candidates will have seven plus years of substantive experience in wide array of commercial banking transactions, including drafting and negotiating complex loan documentation, reviewing due diligence materials, including the diligence material for real estate and asset-based lending transactions. A highly motivated individual with significant experience to advise on complex financial transactions, oversee and manage loan document drafting and due diligence review and thrive in a fast paced constant changing environment.
NewASSOCIATE PROJECT MANAGER Anderson DahlenASSOCIATE PROJECT MANAGERRamsey, MN$72,000–$104,000 / yearThe APM partners with the Pharma Account Manager to enforce disciplined intake, classify new requests and change orders into the agreed demand buckets, maintain the operating cadence (scorecards, status reports, change order logs), and protect on-time delivery and lead time commitments. Anderson Dahlen delivers end-to-end equipment design-build and contract manufacturing, with precision fabrication – cutting, forming, machining, welding, finishing, and complex assemblies – backed by engineering, integration, and complete process solutions including skids and sanitary platforms tailored to customer applications.
NewEstate Planning Associate (3+ years experience) MESSERLI KRAMER P.A.Estate Planning Associate (3+ years experience)Minneapolis, MN$95,000–$120,000 / yearThe ideal candidate will advise individuals, families, and business owners on a wide range of estate planning matters, including wills, trusts, probate avoidance strategies, asset protection, business succession planning, and tax-efficient wealth transfer strategies. Experience with advanced estate planning techniques, including irrevocable trusts, charitable planning, special needs trusts, and business succession planning.
Associate Real Estate Attorney Monroe Moxness Berg PAAssociate Real Estate AttorneyMinneapolis, MN$130,000–$145,000 / yearp>· Ability to identify and summarize key issues in purchase agreements, leases, title commitments, surveys, and closing documents, with clear, concise drafting skills and attention to consistency, defined terms, and client-specific requirements. Description: Monroe Moxness Berg (MMB) is a boutique Minneapolis (Bloomington) law firm nationally recognized for its innovative work in brand concept growth and protection, multi-unit retail/franchising and distribution, and corporate finance.
Associate Attorney Gilbert Law PLLCAssociate AttorneyWhite Bear Lake, MNp>If you are an MN-licensed attorney who values client relationships, solving complex problems, and working comfortably with high-net-worth individuals, this position is for you. We are looking for a highly engaging candidate with some knowledge of estate planning and business law who is able to work onsite in White Bear Lake, Minnesota.
NewService Operations Specialist - Minnetonka, MN Coulee BankService Operations Specialist - Minnetonka, MNMinnetonka Mills, MN$26–$32 / hourCreate spreadsheets, procedures, queries, documents, and reports for bank use Update internal fields of communication to reflect changes in processes and accounts Ensure confidentiality of bank and customer data Follow all established security and internal control procedures to protect the assets of the bank and its customers Participate in training programs to ensure knowledge of all pertinent procedure and regulatory requirements to perform all aspects of this position Participate in cross-training as a backup to other positions within the department This position description does not list all the duties of the position. Performs investigation and research on routine and escalated items, in particular ACH fraud or check forgeries, to include interface with other departments and branch offices to resolve problems and issues in a timely manner.
Product Growth Associates (Multiple Openings) ITProFoundProduct Growth Associates (Multiple Openings)Inver Grove Heights, MNFull timePerfect opportunity for recent graduates, hospitality professionals, business students, technology enthusiasts, and career starters seeking hands-on experience in SaaS, hospitality technology, and customer success". #Hiring #TwinCitiesJobs #BusinessDevelopment #LeadGeneration #SalesJobs #SaaS #HospitalityTechnology #ITProFound.
NewClient Services Associate / Travel HB TravelsClient Services Associate / TravelMinneapolis, MNRemoteIn this role, you will be responsible for assisting clients with their travel needs, handling inquiries, and ensuring smooth booking processes from start to finish. We are a professional travel services organization dedicated to providing clients with exceptional booking experiences and personalized support.
Operations Associate, Client Services Colliers International Group IncOperations Associate, Client ServicesMinneapolis, MN$28.85–$36.06 / hourThe 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.
Work From Home - Client Services Associate Global Elite Empire ConsultantsWork From Home - Client Services AssociateSaint Paul, MinnesotaAll 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. Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership.
ASSOCIATE, PRIVATE WEALTH CLIENT SERVICES Cresset Capital Management LLCASSOCIATE, PRIVATE WEALTH CLIENT SERVICESMinnetonka, MN$75,000–$100,000 / yearRecognized 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.
Client Service Center Associate, Retirement and Benefits Alerus Financial Corp.Client Service Center Associate, Retirement and BenefitsMNRemote$21–$22 / hourInbound 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.
Client Service Center Associate - Banking Alerus Financial Corp.Client Service Center Associate - BankingMN$21–$22 / hourp>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.
Associates Client Services Representative Thomson ReutersAssociates Client Services RepresentativeEagan, MinnesotaFinally, Thomson Reuters offers the following additional benefits: optional hospital, accident and sickness insurance paid 100% by the employee; optional life and AD&D insurance paid 100% by the employee; Flexible Spending and Health Savings Accounts; fitness reimbursement; access to Employee Assistance Program; Group Legal Identity Theft Protection benefit paid 100% by employee; access to 529 Plan; commuter benefits; Adoption & Surrogacy Assistance; Tuition Reimbursement; and access to Employee Stock Purchase Plan. You will work closely with Client Service Representatives, Production Account Coordinators, Revenue, Shipping, and other internal teams to help ensure customer requests, production updates, and order documentation are processed accurately and efficiently.
NewAssociates Client Services Representative Thomson Reuters CorpAssociates Client Services RepresentativeEagan, MN$39,900–$74,100 / yearFinally, Thomson Reuters offers the following additional benefits: optional hospital, accident and sickness insurance paid 100% by the employee; optional life and AD&D insurance paid 100% by the employee; Flexible Spending and Health Savings Accounts; fitness reimbursement; access to Employee Assistance Program; Group Legal Identity Theft Protection benefit paid 100% by employee; access to 529 Plan; commuter benefits; Adoption & Surrogacy Assistance; Tuition Reimbursement; and access to Employee Stock Purchase Plan. You will work closely with Client Service Representatives, Production Account Coordinators, Revenue, Shipping, and other internal teams to help ensure customer requests, production updates, and order documentation are processed accurately and efficiently.
ASSOCIATE DIRECTOR, PRIVATE WEALTH CLIENT SERVICES Cresset Capital Management LLCASSOCIATE DIRECTOR, PRIVATE WEALTH CLIENT SERVICESMinnetonka, MN$90,000–$110,000 / yearp>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.
Registered Client Associate Wells Fargo & CoRegistered Client AssociateBloomington, MN$27.88–$41.83 / hourExecute various administrative functions for the PF Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating, and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
Tax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu LtdTax Delivery Manager, Global Employer Services - Individual Client ServicesMN$105,375–$215,375 / yearAt Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax returns and reviewing cost projections. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Senior Client Associate Royal Bank of CanadaSenior Client AssociateMinneapolis, MinnesotaMaintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing SoftwareAdditional Job Details.
Associate Client Success ( Fleet Coach) Element Fleet Management CorpAssociate Client Success ( Fleet Coach)Minneapolis, MN$51,600–$70,950 / yearWe'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.
NewSr Retirement Service Consultant, Client Services - Retirement Ascensus LLCSr Retirement Service Consultant, Client Services - RetirementMNThe Client Services Consultant works with the Relationship Manager to deliver client satisfaction by providing retirement plan and operational expertise, proactively identifying, owning and resolving client issues and engaging clients with value added consulting. The Client Services Consultant will demonstrate their thorough knowledge of retirement plans and Ascensus products and services by providing solutions to complex plan issues and delivering consultative service to help clients manage their retirement plans.
Client Delivery Associate Bank of MontrealClient Delivery AssociateMinneapolis, MN$50,100–$82,800 / yearResolves client problems in a prompt and effective manner, while ensuring that enhancement opportunities are identified and addressed or referred during client service interactions. Demonstrates knowledge of products and services, directing clients to the most relevant resources to address their needs.
Client Service Representative Fortune FinancialClient Service RepresentativeHopkins, Minnesota$45,000–$60,000div>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.NewAssociate Client Executive, Government Thomson ReutersAssociate Client Executive, GovernmentEagan, MinnesotaFinally, Thomson Reuters offers the following additional benefits: optional hospital, accident and sickness insurance paid 100% by the employee; optional life and AD&D insurance paid 100% by the employee; Flexible Spending and Health Savings Accounts; fitness reimbursement; access to Employee Assistance Program; Group Legal Identity Theft Protection benefit paid 100% by employee; access to 529 Plan; commuter benefits; Adoption & Surrogacy Assistance; Tuition Reimbursement; and access to Employee Stock Purchase Plan. Industry Competitive Benefits: We offer comprehensive benefit plans to include flexible vacation, two company-wide Mental Health Days off, access to the Headspace app, retirement savings, tuition reimbursement, employee incentive programs, and resources for mental, physical, and financial wellbeing.Seasonal Client Associate - Mall of America TravisMathewSeasonal Client Associate - Mall of AmericaBloomington, MinnesotaInspired 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.Client Operations Associate / Manager DSG CAPITAL ADVISORS, LLCClient Operations Associate / ManagerMINNEAPOLIS, MNWe 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.NewClient Service & Operations Analyst Insight GlobalClient Service & Operations AnalystBloomington, MNThis individual will play a critical role in ensuring a seamless onboarding experience for alarge incoming firm and will continue supporting core client service workflows post-project. Our client is hiring a detail-oriented Client Service & Operations Analyst to support a high-priority client transition project while also contributing to ongoing client service and operational functions.Manager, Accounting Advisory Services Nonprofit Industry Clients Wipfli LLPManager, Accounting Advisory Services Nonprofit Industry ClientsMinneapolis, MN$96,000–$160,000 / yearWipfli 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.Ascent Associate of Client Experience - Minneapolis, MN U.S. BancorpAscent Associate of Client Experience - Minneapolis, MNMinneapolis, MN$81,515–$95,900 / yearWorking 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.).Tax and Wealth Planning Client Service Specialist (Legal Administrative Assistant) Fox Rothschild LLPTax and Wealth Planning Client Service Specialist (Legal Administrative Assistant)Minneapolis, MN$28.85–$39.90 / hourAs a member of the Client Services Team (CST), the Client Service Specialist (CSS) is responsible for providing legal administrative support to a team of attorneys by performing complex, administrative assistance using specialized knowledge of the assigned practice area(s). Process new business requests by working closely with the New Business Intake Team by opening new matters; preparing and reviewing conflicts submissions; close matters; and create and maintain client case files using appropriate recordkeeping software.NewCentralized Client Associate U.S. BancorpCentralized Client AssociateMinneapolis, MN$22.50–$30 / hourIn 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. Key responsibilities include overseeing daily operations, coordinating with team members to ensure project milestones are met, and maintaining accurate documentation for all activities.Client Support Associate - Minneapolis Ameriprise Financial IncClient Support Associate - MinneapolisMinneapolis, MNOur programs emphasize learning embedded in your daily work, focusing on the financial planning process, effective sales and communication strategies, and a comprehensive introduction to the products and services that power the Ameriprise Client Experience. First call resolution, setting up accounts, completing and processing paperwork, scheduling meetings, executing routine clerical transactions, answering requests for information, fields client issues, and manages recovery process.NewTax Managing Director, Private Client Services bdo consultingTax Managing Director, Private Client ServicesMinneapolis, MN$215,000–$270,000 / yearp>A Tax Managing Director, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits; May be required to present complex strategies to clients and prospective clients.Client Service Administrator Thrivent Financial for LutheransClient Service AdministratorEagan, MN$20–$25 / hourResponsibilities include providing client service along with advisor support: answering client questions regarding insurance and financial accounts, assist advisors with meeting preparation and assisting with forms and transactions for financial accounts, supporting projects and the administration of various programs, contacting clients for service related matters, and other administrative tasks as assigned. All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm's Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.NewAssociate Client Executive, Government Thomson Reuters CorpAssociate Client Executive, GovernmentEagan, MN$78,400–$145,600 / yearFinally, Thomson Reuters offers the following additional benefits: optional hospital, accident and sickness insurance paid 100% by the employee; optional life and AD&D insurance paid 100% by the employee; Flexible Spending and Health Savings Accounts; fitness reimbursement; access to Employee Assistance Program; Group Legal Identity Theft Protection benefit paid 100% by employee; access to 529 Plan; commuter benefits; Adoption & Surrogacy Assistance; Tuition Reimbursement; and access to Employee Stock Purchase Plan. Industry Competitive Benefits: We offer comprehensive benefit plans to include flexible vacation, two company-wide Mental Health Days off, access to the Headspace app, retirement savings, tuition reimbursement, employee incentive programs, and resources for mental, physical, and financial wellbeing.Client Success Sales Associate - Blaine Farrell's eXtreme BodyshapingClient Success Sales Associate - BlaineBlaine, MinnesotaFarrell’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.Client Success Sales Associate - ANDOVER Farrell's eXtreme BodyshapingClient Success Sales Associate - ANDOVERAndover, MinnesotaFarrell’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.Client Success Sales Associate - Shoreview Farrell's eXtreme BodyshapingClient Success Sales Associate - ShoreviewShoreview, MinnesotaFarrell’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.Client Service Specialist, PC Holmes MurphyClient Service Specialist, PCMinneapolis, MinnesotaWe do this through empowering employees to build trust through honest and caring actions, ensuring clear and constructive communication, establishing meaningful client relationships that support their unique potential, and contributing to the organization's success by effectively influencing and uplifting team members. Through inclusion and belonging initiatives, titled Uniquely United, not only do we offer employees a paid Diversity Day time-off option, but we also have a Uniquely United Committee, Employee Resource Groups, and development programs to advance our culture of belonging.Wealth Management Client Associate Bank of America CorpWealth Management Client AssociateSaint Paul, MN$25–$44 / hourOur 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.Private Wealth Client Associate Bank of AmericaPrivate Wealth Client AssociateMinneapolis, MinnesotaOur 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. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.Client Services Coordinator Community Medical ServicesClient Services CoordinatorMinneapolis, MN$18–$20 / hourCommunity Medical Services (CMS) is a CARF-accredited addiction treatment program providing services in the form of outpatient medication-assisted treatment and one-on-one and group counseling to those seeking help with their opioid use disorder. For employees in the following states (TX/OH/MN/IN/WI): Motor Vehicle Valid state-issued driver's license and MVR clearance is required; a 39-month MVR is required for any applicant at the time of the interview.Tax Senior, Private Client Services BDO USA PCTax Senior, Private Client ServicesMN$84,000–$110,000 / yearp>A Tax Senior, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.Sr. Client Service Delivery Manager WEX IncSr. Client Service Delivery ManagerMN$70,900–$89,500 / yearWork with the call center to make sure they have the correct information to provide high quality service to clients and their employees by making sure call center tools are updated timely and accurately, and training is coordinated and delivered in advance of changes to a client's service delivery. Lead delivery of administrative services for large and complex client accounts including but not limited to completing project deliverables on time and/or proactively communicating status if deadlines are in jeopardy of being missed.Relationship Management Sales Associate - Institutional Client Group U.S. BancorpRelationship Management Sales Associate - Institutional Client GroupMinneapolis, MN$98,175–$115,500 / yearIn 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.Client Services Specialist Medical Information Technology IncClient Services Specialistminnetonka, MN$52,800–$63,000 / yearAs a member of our Client Services team, your job would involve:Troubleshooting, researching, and solving customer software and system problemsActing as the primary contact for clientsAnswering customer questionsProcessing requests for software enhancements and system modificationsCorresponding with customers over the phone and through letters, fax and emailProviding customer education, both internally at MEDITECH and at customer sitesWorking on a variety of group projects, communicating with development staffMentoring co-workersTraveling 10-15% of the timeRequirementsExperience in Nursing, Pharmacy, Radiology, Physician Practice or Hospital, Emergency Department, Operating Room, Laboratory, Ambulatory or Behavioral Health is a plus, but not required. Bachelors or Associates degree preferred and/or applicable training, education, or customer service experience, and/or related military experienceExceptional written and verbal communication skillsExceptional project management and organizational skillsAbility to work well independently and as part of a teamAbility to multi-task in a fast-paced environmentStrong interpersonal and presentation skillsYou may be required to show proof of vaccination when traveling to a customer site unless you have an approved medical or religious exemption.12345678910Similar Job SearchesClient Associate Jobs in Woodbury, MNClient Service Associate Jobs in Eagan, MNClient Service Associate Jobs in Lexington, MNClient Service Associate Jobs in Saint Paul, MNClient Service Associate Jobs in Minneapolis, MN
NewAssociate Client Executive, Government Thomson ReutersAssociate Client Executive, GovernmentEagan, MinnesotaFinally, Thomson Reuters offers the following additional benefits: optional hospital, accident and sickness insurance paid 100% by the employee; optional life and AD&D insurance paid 100% by the employee; Flexible Spending and Health Savings Accounts; fitness reimbursement; access to Employee Assistance Program; Group Legal Identity Theft Protection benefit paid 100% by employee; access to 529 Plan; commuter benefits; Adoption & Surrogacy Assistance; Tuition Reimbursement; and access to Employee Stock Purchase Plan. Industry Competitive Benefits: We offer comprehensive benefit plans to include flexible vacation, two company-wide Mental Health Days off, access to the Headspace app, retirement savings, tuition reimbursement, employee incentive programs, and resources for mental, physical, and financial wellbeing.
Seasonal Client Associate - Mall of America TravisMathewSeasonal Client Associate - Mall of AmericaBloomington, MinnesotaInspired 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.
Client Operations Associate / Manager DSG CAPITAL ADVISORS, LLCClient Operations Associate / ManagerMINNEAPOLIS, MNWe 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.
NewClient Service & Operations Analyst Insight GlobalClient Service & Operations AnalystBloomington, MNThis individual will play a critical role in ensuring a seamless onboarding experience for alarge incoming firm and will continue supporting core client service workflows post-project. Our client is hiring a detail-oriented Client Service & Operations Analyst to support a high-priority client transition project while also contributing to ongoing client service and operational functions.
Manager, Accounting Advisory Services Nonprofit Industry Clients Wipfli LLPManager, Accounting Advisory Services Nonprofit Industry ClientsMinneapolis, MN$96,000–$160,000 / yearWipfli 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.
Ascent Associate of Client Experience - Minneapolis, MN U.S. BancorpAscent Associate of Client Experience - Minneapolis, MNMinneapolis, MN$81,515–$95,900 / yearWorking 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.).
Tax and Wealth Planning Client Service Specialist (Legal Administrative Assistant) Fox Rothschild LLPTax and Wealth Planning Client Service Specialist (Legal Administrative Assistant)Minneapolis, MN$28.85–$39.90 / hourAs a member of the Client Services Team (CST), the Client Service Specialist (CSS) is responsible for providing legal administrative support to a team of attorneys by performing complex, administrative assistance using specialized knowledge of the assigned practice area(s). Process new business requests by working closely with the New Business Intake Team by opening new matters; preparing and reviewing conflicts submissions; close matters; and create and maintain client case files using appropriate recordkeeping software.
NewCentralized Client Associate U.S. BancorpCentralized Client AssociateMinneapolis, MN$22.50–$30 / hourIn 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. Key responsibilities include overseeing daily operations, coordinating with team members to ensure project milestones are met, and maintaining accurate documentation for all activities.
Client Support Associate - Minneapolis Ameriprise Financial IncClient Support Associate - MinneapolisMinneapolis, MNOur programs emphasize learning embedded in your daily work, focusing on the financial planning process, effective sales and communication strategies, and a comprehensive introduction to the products and services that power the Ameriprise Client Experience. First call resolution, setting up accounts, completing and processing paperwork, scheduling meetings, executing routine clerical transactions, answering requests for information, fields client issues, and manages recovery process.
NewTax Managing Director, Private Client Services bdo consultingTax Managing Director, Private Client ServicesMinneapolis, MN$215,000–$270,000 / yearp>A Tax Managing Director, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits; May be required to present complex strategies to clients and prospective clients.
Client Service Administrator Thrivent Financial for LutheransClient Service AdministratorEagan, MN$20–$25 / hourResponsibilities include providing client service along with advisor support: answering client questions regarding insurance and financial accounts, assist advisors with meeting preparation and assisting with forms and transactions for financial accounts, supporting projects and the administration of various programs, contacting clients for service related matters, and other administrative tasks as assigned. All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm's Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
NewAssociate Client Executive, Government Thomson Reuters CorpAssociate Client Executive, GovernmentEagan, MN$78,400–$145,600 / yearFinally, Thomson Reuters offers the following additional benefits: optional hospital, accident and sickness insurance paid 100% by the employee; optional life and AD&D insurance paid 100% by the employee; Flexible Spending and Health Savings Accounts; fitness reimbursement; access to Employee Assistance Program; Group Legal Identity Theft Protection benefit paid 100% by employee; access to 529 Plan; commuter benefits; Adoption & Surrogacy Assistance; Tuition Reimbursement; and access to Employee Stock Purchase Plan. Industry Competitive Benefits: We offer comprehensive benefit plans to include flexible vacation, two company-wide Mental Health Days off, access to the Headspace app, retirement savings, tuition reimbursement, employee incentive programs, and resources for mental, physical, and financial wellbeing.
Client Success Sales Associate - Blaine Farrell's eXtreme BodyshapingClient Success Sales Associate - BlaineBlaine, MinnesotaFarrell’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.
Client Success Sales Associate - ANDOVER Farrell's eXtreme BodyshapingClient Success Sales Associate - ANDOVERAndover, MinnesotaFarrell’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.
Client Success Sales Associate - Shoreview Farrell's eXtreme BodyshapingClient Success Sales Associate - ShoreviewShoreview, MinnesotaFarrell’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.
Client Service Specialist, PC Holmes MurphyClient Service Specialist, PCMinneapolis, MinnesotaWe do this through empowering employees to build trust through honest and caring actions, ensuring clear and constructive communication, establishing meaningful client relationships that support their unique potential, and contributing to the organization's success by effectively influencing and uplifting team members. Through inclusion and belonging initiatives, titled Uniquely United, not only do we offer employees a paid Diversity Day time-off option, but we also have a Uniquely United Committee, Employee Resource Groups, and development programs to advance our culture of belonging.
Wealth Management Client Associate Bank of America CorpWealth Management Client AssociateSaint Paul, MN$25–$44 / hourOur 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.
Private Wealth Client Associate Bank of AmericaPrivate Wealth Client AssociateMinneapolis, MinnesotaOur 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. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Client Services Coordinator Community Medical ServicesClient Services CoordinatorMinneapolis, MN$18–$20 / hourCommunity Medical Services (CMS) is a CARF-accredited addiction treatment program providing services in the form of outpatient medication-assisted treatment and one-on-one and group counseling to those seeking help with their opioid use disorder. For employees in the following states (TX/OH/MN/IN/WI): Motor Vehicle Valid state-issued driver's license and MVR clearance is required; a 39-month MVR is required for any applicant at the time of the interview.
Tax Senior, Private Client Services BDO USA PCTax Senior, Private Client ServicesMN$84,000–$110,000 / yearp>A Tax Senior, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
Sr. Client Service Delivery Manager WEX IncSr. Client Service Delivery ManagerMN$70,900–$89,500 / yearWork with the call center to make sure they have the correct information to provide high quality service to clients and their employees by making sure call center tools are updated timely and accurately, and training is coordinated and delivered in advance of changes to a client's service delivery. Lead delivery of administrative services for large and complex client accounts including but not limited to completing project deliverables on time and/or proactively communicating status if deadlines are in jeopardy of being missed.
Relationship Management Sales Associate - Institutional Client Group U.S. BancorpRelationship Management Sales Associate - Institutional Client GroupMinneapolis, MN$98,175–$115,500 / yearIn 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.
Client Services Specialist Medical Information Technology IncClient Services Specialistminnetonka, MN$52,800–$63,000 / yearAs a member of our Client Services team, your job would involve:Troubleshooting, researching, and solving customer software and system problemsActing as the primary contact for clientsAnswering customer questionsProcessing requests for software enhancements and system modificationsCorresponding with customers over the phone and through letters, fax and emailProviding customer education, both internally at MEDITECH and at customer sitesWorking on a variety of group projects, communicating with development staffMentoring co-workersTraveling 10-15% of the timeRequirementsExperience in Nursing, Pharmacy, Radiology, Physician Practice or Hospital, Emergency Department, Operating Room, Laboratory, Ambulatory or Behavioral Health is a plus, but not required. Bachelors or Associates degree preferred and/or applicable training, education, or customer service experience, and/or related military experienceExceptional written and verbal communication skillsExceptional project management and organizational skillsAbility to work well independently and as part of a teamAbility to multi-task in a fast-paced environmentStrong interpersonal and presentation skillsYou may be required to show proof of vaccination when traveling to a customer site unless you have an approved medical or religious exemption.