37 client accounting services associate jobs at 25 companies in Champlin, MN
2mo
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Accounting Associate, Non Profit
Minneapolis or Minnesota
$54k-$93k/yr OnsiteFull Time
Bachelor's degree required (or equivalent experience); accounting/financial experience preferred. Performs AP/AR, cash receipts/disbursements, payroll, month-end close, account reconciliations, financial statement preparation, and client service.
1mo
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Client Associate (Wealth Management)
Minnetonka, Minnesota, United States
$75k-$95k/yr HybridFull Time
4+ YOE4+ years client service experience in wealth management or financial services preferred; strong knowledge of account opening, KYC, money movement, account maintenance, polished verbal and written communication, and organized client servicing. Series 65/66 and custodial platform experience are a plus.
Wealthbox CRM, Schwab, Fidelity
6d
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Client Associate/Registered Client Associate
Stillwater, Minnesota, United States
$40k-$70k/yr OnsiteFull Time
Bachelor's degree or job-related experience, Series 7 and 66 (or 63/65) or willingness to obtain within 12 months, strong communication, attention to detail, and client service skills.
5d
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Client Operations Associate
Shoreview, Minnesota, United States
$50k-$63k/yr OnsiteFull Time
Execute account paperwork, money movement, and account maintenance; manage client operational cases; strong organization, attention to detail, ability to work independently, basic financial services knowledge.
Salesforce
1d
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Wealth Management Client Associate
Bloomington, Minnesota, United States
OnsiteFull Time
Client-focused associate supporting financial advisors by delivering client service, preparing materials, following policies, and using Microsoft and CRM tools; high school diploma required; SIE/Series licenses desired.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2d
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Client Service Associate
Minnetonka, Minnesota, United States
$55k-$65k/yr HybridFull Time
Bachelor's degree required; strong organizational, communication, and client-service skills; familiarity with CRM and financial planning software; 2 years financial services experience preferred.
MoneyGuide
2w
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Senior Client Relationship Associate
Eden Prairie, Minnesota, United States
$60k-$92k/yr HybridFull Time
3+ YOE3+ years related experience, account opening and custodial experience, CRM and Tamarac experience, strong Microsoft Office skills, client service orientation, effective communication, and process improvement capability.
Tamarac, Microsoft Office Suite, Fidelity, Schwab
1d
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Client Service Associate
Minneapolis, Minnesota, United States
HybridFull Time
Associate degree required (Bachelor preferred). Knowledge of tax/estate planning preferred. Proficiency with Microsoft Word, Excel, Outlook, Addvantage and On-Base. Strong communication, organization, and numerical skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Addvantage, On-Base
2mo
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Client Operations Associate / Manager
Minneapolis or Edina
$60k-$90k/hr OnsiteFull Time
2+ YOE2+ years operations experience in an RIA, wealth management, or financial services environment; detail-oriented, proactive, collaborative, and process-driven; able to support onboarding, account management, and firm workflows.
1w
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Part-Time Client Service Associate
Hudson, Wisconsin, United States
$24-$39/hr OnsitePart Time
Part-time onsite client service support: scheduling, processing account requests, CRM and Microsoft Office proficiency, strong communication and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, CRM
1d
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Associate, Client Success (Fleet Coach)
Hopkins, Minnesota, United States
$49k-$67k/yr HybridFull Time
0+ YOE0–2 years client service or account management experience, high school diploma required; college degree preferred; proficiency with Microsoft Office; strong communication, data analysis, and problem-solving skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
2w
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Part - Time Client Service Representative
Hopkins, Minnesota, United States
$22-$28/hr OnsitePart Time
1+ YOE1+ year financial or administrative experience, associate degree or equivalent, strong attention to detail, Microsoft Office proficiency, excellent written/verbal communication, able to multitask and follow compliance procedures.
Microsoft Office
2w
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Lead Operations Associate, Financial Services
Minnetonka, Minnesota, United States
$60k-$80k/yr OnsiteFull Time
3+ YOEActive Series 7 and Series 63 required, 3+ years finance/client relations/operations experience, bachelor’s in finance preferred, Minnesota life/accident/health insurance preferred.
2mo
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Associate Audit Manager
Saint Paul, Minnesota, United States
$84k-$105k/yr HybridFull Time
Public accounting experience; CPA preferred; degree in Accounting/Finance; strong Excel; client-service orientation.
Microsoft Excel, CCH Axcess
2w
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Investment Operations Associate
Golden Valley, Minnesota, United States
$75k-$100k/yr OnsiteFull Time
Supporting advisors and clients with account processing, trade and asset movement requests, data entry, and client service; preferred Series 7 and Series 63 and FolioDynamix experience.
FolioDynamix
6d
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Institutional Trust Account Associate
Saint Paul, Minnesota, United States
$24-$32/hr HybridFull Time
3+ YOEHigh school diploma or equivalent, 3+ years customer service experience, knowledge of banking/trust operations, strong accuracy and client service skills, proficient with Microsoft Office.
Microsoft Office
1d
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Director of Dining Services - Minneapolis, MN (1558577)
Minneapolis, Minnesota, United States
$75k-$87k/yr OnsiteFull Time
3+ YOEOversee dining account operations, manage associates, client relations, menu development, P&L and budgeting; BS in Hospitality/Culinary preferred; 3-5 years foodservice experience; high-volume and catering experience.
1mo
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Senior Associate Wealth Planner - Family Office
Minnetonka, Minnesota, United States
$90k-$120k/yr HybridFull Time
4+ YOE4+ years experience in financial/estate/personal tax planning for ultra-high-net-worth individuals; bachelor’s in business/accounting/finance or equivalent experience; JD/CFP/CFA/CPA preferred; proficient in Salesforce and Microsoft Office; strong client service and discretion.
Salesforce, Microsoft Office
3w
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Associate Fund Controller
Minneapolis, Minnesota, United States
$80k-$100k/yr HybridFull Time
4+ YOEBachelor's in Accounting/Finance, 4+ years accounting experience, proficiency with Microsoft Office (Excel, Word, Outlook, Teams), experience with financial statements, reconciliations, audits and client service.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft Teams
1w
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Part Time (20 Hours) Associate Banker, Edina Branch, Edina, MN
Edina, Minnesota, United States
$23-$28/hr OnsitePart Time
Provide attentive client service, open and service accounts, educate clients on digital banking, and perform branch operations; high school diploma or GED required; client service experience preferred.
Chase Mobile App, Chase.com, ATM
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