Client Success Associate
North Rising Star
North Rising Star is seeking a Junior Account Manager to be the first contact for new customers and answer their queries, aiming to boost client satisfaction. You will use strong communication to identify client needs while representing our company positively. Previous customer service experience will be an advantage, helping you develop profitable, long-term client relationships aligned with our business goals. #J-18808-Ljbffr North Rising Star
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Client Success Associate in Saint Louis Park, MN vacancy
$15 - $20 per hour
...Client Success Sales Associate Change lives and have fun doing so! Do you have a zest for life and for fitness? For being on the front lines of changing lives? For working in the details to help people achieve success? If you're nodding and smiling and all but shouting...SuggestedPart timeShift work$95k - $120k
...Senior Client Service Associate Location: Carlson Towers, Minnetonka, MN Type: Hybrid, Flexible Experience: 4+ years of Wealth Management... ...independent, planning-focused firm, we work closely with successful individuals and families to simplify financial complexity,...SuggestedFull timeWork at officeRemote workFlexible hoursSanctuary Wealth Group, LLC
Minnetonka, MN3 days ago$24.18 - $32.21 per hour
...Job DescriptionProvides sales, operational, administrative, and client service support to a regional team of Wealth Connect Advisors.... ...ensure timely, consistent service delivery.Basic Qualifications- Associate degree, or equivalent work experience- Five or more years of...SuggestedFull timeWork experience placementWork at officeLocal area$25 - $44 per hour
...Merrill Wealth Management Client Service SupportMerrill Wealth Management is a leading... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they... ...business and/or group; and the overall success of the Company. Benefits This role is currently...SuggestedHourly paySeasonal workWork at officeWork from homeDay shiftBank of America
Wayzata, MN2 days ago$24.18 - $32.21 per hour
...from Day One. Provides sales, operational, administrative, and client service support to a regional team of Wealth Connect Advisors.... ...timely, consistent service delivery. Basic Qualifications - Associate degree, or equivalent work experience - Five or more years of...SuggestedTemporary workWork experience placementWork at office$17 per hour
...commerce business, and opening retail stores around the world. We invite you to join team TravisMathew. Job Overview The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store...Hourly payPart timeWeekend workAfternoon shift$55k - $75k
...team is committed to building long-term client relationships through high-quality, personalized... ...the full financial picture. As a Client Associate, you’ll help strengthen these... ...and backgrounds, who drive our ongoing success. We\u2019re dedicated to our craft and passionate...Full timeWork at officeFlexible hours$25 - $44 per hour
...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal... ...contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$55k - $75k
...financial advisors. You’ll: keep management systems up-to-date with client information educate clients on account services and... ...diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our...Full timeWork at officeFlexible hours$40k - $60k
...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to... ..., making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program...Full timeFlexible hours$54.4k - $74.8k
...than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice,... ...Our office is growing, and we are looking for a Client Service Associate to join our operations team! The Client Service Associate (CSA)...Full timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per weekAmeriprise Financial Services, Inc.
Edina, MN2 days ago$80k - $100k
...0,000–$100,000 + Benefits | Onsite An established independent wealth-management firm is seeking an experienced Registered Client Service Associate to provide high-level support to Financial Advisors and their clients. This is a visible, client-facing opportunity for a...Local areaMohr Talent
Edina, MN1 day ago$21 - $22 per hour
...provider with one core purpose: helping clients achieve their financial goals. We are driven... ...Core Values: Passion for Excellence :: Success is Never Final :: Do the Right Thing ::... ...the Role: The Client Service Center Associate, Banking is responsible for answering a...Hourly payLive inWork at officeRemote workMonday to FridayFlexible hours$57k
...Client Support Associate In addition to addressing immediate client needs, you'll engage in award-winning advisor development experiences designed... ...you'll build the skills and behaviors that drive long-term success, supported by technology-enabled learning and a culture...Full timePart timeH1bWork at officeImmediate startWork from homeVisa sponsorship1 day per week$38.1k - $57k
...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can...Work at officeFlexible hours- ...centric security solutions, serving over 150 countries with cutting-edgeIt’s the curiosity, dedication, and innovation that drive our success and help us anticipate the future.**About the Role**We are seeking a detail-oriented and empathetic Senior Customer Success...Remote workFlexible hours
Entrust
Minneapolis, MN5 days ago - ...navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered... ...world of work; think of Gallagher. Overview As the Client Associate you will develop industry knowledge and skills to support account...Work at officeLocal area
Gallagher
Bloomington, MN4 days ago - UBS, a global wealth manager, seeks a Client Associate for our Bloomington, Minnesota office. You will support the Jenson Wealth Management team by delivering responsive client service and handling day-to-day details to ensure a seamless client experience. The role emphasizes...Work at office
- RBC Capital Markets, LLC in Minneapolis seeks a Client Associate/Registered Client Associate to support financial advisors and serve clients. You will handle account questions, onboarding, documentation, and compliance while maintaining confidentiality in a fast-paced,...
$50k - $55k
...industry? Berger Financial Group is seeking a detail-oriented and dedicated individual to join our Central Services Team as a Client Services Associate. This role will offer you a unique opportunity to be a part of our ever-evolving financial firm as well as the ability to...Monday to FridayBerger Financial Group
Plymouth, MN1 day ago$68k
...Registered Client Service Associate – Wealth Management Eden Prairie, Minnesota Direct Hire $68000 / Job Description Bloomington, MN 55431 | $68,000–$75,000 annually |Schedule: Full-time, 100% in-office POSITION OVERVIEW An independent wealth management firm is seeking...Full timeWork at officeLocal areaMohr Talent
Eden Prairie, MN2 days ago$54.4k - $74.8k
...Client Service Associate Do you have experience in the financial services industry and want to advance your career with an industry-leading firm? Our office is growing, and we are looking for a Client Service Associate to join our operations team! The Client Service...Full timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per weekAmeriprise Financial
Minneapolis, MN4 days ago$60k - $75k
...Client Service Associate Flourish Wealth Management is a dynamic and growing independent, fee-only boutique wealth management firm based in Edina, Minnesota. We offer comprehensive wealth management services that seamlessly integrate life planning with financial planning...Work at office2 days per week3 days per weekRIA Recruiting
Minneapolis, MN2 days ago- ...Client Services Associate / Travel Minneapolis, Minnesota, United States About the Job We are a professional travel services organization dedicated to providing clients with exceptional booking experiences and personalized support. By partnering with trusted travel...Remote workFlexible hours
- Client Services Associate (Part-Time, On-Site) As one of America’s pioneering financial services firms, HJ Sims is committed to helping individuals and organizations meet the financial challenges of today and tomorrow. Building on a long tradition of loyalty, teamwork,...Full timePart timeWork at officeLocal area
- ...professional to provide operational and administrative support to financial advisors in our Wayzata, Minnesota office. You will help keep client information up-to-date, educate clients on account services, and prepare materials for client meetings. The role requires a...Work at office
- ...proactive device monitoring, incident resolution, firmware configuration, and workflow support while serving as an advocate for the client. Join Xerox and help deliver a consistent, responsive technology experience. Competitive hourly compensation with overtime...Hourly payWork at officeLocal areaRemote work
$95k - $120k
...Estate Planning Associate Attorney LOCATION: Work between Minneapolis and St. Michael... ...Attorneys. We are seeking an experienced and client-focused Estate Planning Attorney to join... ...strategies, asset protection, business succession planning, and tax-efficient wealth...Work at officeRemote workMESSERLI KRAMER P.A.
Minnetonka, MN5 days ago$50k - $63k
Description The Client Operations Associate at Great Waters Financial is responsible for executing essential account-related tasks with precision, ensuring smooth operations across a variety of financial processes. This role does not involve direct client communication...$100k - $150k
...buy-sell agreements, mergers and acquisitions, commercial transaction, compliance, and cannabis-specific regulatory matters. The successful candidate will possess practice area confidence, excellent communication and writing skills, and demonstrated transactions experience...Flexible hoursHellmuth & Johnson
Edina, MN4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Success Associate. Be the first to apply!
