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
1w
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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
1mo
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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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Registered Client Associate/Operations Associate (Edina)
Minneapolis, Minnesota, United States
$45k-$70k/yr OnsiteFull Time
Bachelor's degree or equivalent experience; strong communication, organizational and client service skills; Series 7 and 66 (or 63/65) registrations; attention to detail.
Spreadsheet Software, Email Services, Calendar Management
1w
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Client Teller Associate
Rush City, Minnesota, United States
$17-$21/hr OnsiteFull Time
High school diploma preferred; customer service and cash-handling experience preferred; familiarity with banking regulations; strong communication and attention to detail.
Microsoft Outlook, Microsoft Office
3mo
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Transaction Advisory Services Senior Associate
Denver or Minneapolis
$90k-$125k/yr HybridFull Time
3+ YOEBachelor’s in Accounting/Finance; 3+ years in audit or transaction advisory; strong analytical and client service skills; eligible to work in the United States.
Financial Modeling, Due Diligence, Accounting Standards
3mo
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Transaction Advisory Services Senior Associate
Denver or Minneapolis
$90k-$125k/yr HybridFull Time
3+ YOEBachelor's in Accounting, Finance, Economics, or related field; 3+ years in audit or transaction advisory; strong analytical and client service.
Microsoft Excel, Financial modeling
1w
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Tangible Property Services Tax Associate - (Fall 2027/Winter 2028)
Minneapolis, Minnesota, United States
$70k-$84k/yr OnsiteFull Time
B.A./B.S. in accounting required, travel to client sites, Microsoft Excel proficiency, strong communication and teamwork; CPA progress and 3.0+ GPA preferred.
Microsoft Excel
1mo
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Accounting Senior, CAAS
Minneapolis, Minnesota, United States
$65k-$113k/yr OnsiteFull Time
2+ YOEBachelor's degree required, 2 years relevant accounting/financial experience, month-end processing, reconciliations, AP/AR/payroll posting, financial statement preparation, client service, and supervising associates.
1w
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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
1w
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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
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
2w
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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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Wealth Management Trust Associate
Springfield or Cincinnati or Minneapolis
$26-$32/hr OnsiteFull Time
5+ YOEHigh school diploma or equivalent,5+ years client servicing experience,knowledge of trust administration,fiduciary regulations,compliance reporting,strong analytical and communication skills,proficiency with Microsoft Office and EMR-like systems.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1d
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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
3w
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Associate Engagement Manager
Minneapolis or Minnesota or United States
OnsiteFull Time
7+ YOEBachelor's degree or equivalent and 7+ years experience in sales/relationship/account management with financial services domain experience; strong client relationship, proposal, and leadership skills; CXO interaction and project management experience.
1w
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Account Associate - State Farm Agent Team Member
Vadnais Heights, Minnesota, United States
$65k-$85k/yr OnsiteFull Time
Strong organizational, customer service, and communication skills; previous insurance or related experience preferred; comfortable with sales and client relations.
2w
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Commercial Banking Spec II
Saint Paul, Minnesota, United States
$18-$30/hr OnsiteFull Time
2+ YOEAssociate degree or equivalent, 2+ years commercial/banking experience, strong MS Word and Excel skills, effective communication, time management, and client service abilities.
Microsoft Word, Microsoft Excel, Power BI, Commercial Online Application (CML), LOS
2w
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Associate Director of Clinical Consulting
Eden Prairie, Minnesota, United States
$113k-$193k/yr RemoteFull Time
5+ YOE2+ MgmtPharmacy degree and active US pharmacist license,5+ years pharmacy practice,3+ years client-facing/account management,2+ years leadership,PBM/health plan experience,MS Office proficiency,ability to travel up to 10%.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams, Microsoft Outlook
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