61 client accounting services associate jobs at 25 companies in Minnesota
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
2w
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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.
2w
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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
1w
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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
1w
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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
3w
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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
1w
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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
1w
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Client Success Associate
Minneapolis or Hopkins
$52k-$71k/yr OnsiteFull Time
2+ YOEHigh school diploma and 2+ years of customer service or client account management experience required. Requires MS Office proficiency, attention to detail, multitasking, problem solving, and data analysis.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
3w
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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.
3mo
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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
5d
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Tax Associate
Rosemount, Minnesota, United States
$14-$18/hr OnsiteFull Time, Seasonal
High school diploma/GED, customer or client service experience, strong communication and problem-solving skills, and comfort with digital tools including AI tools. No prior tax experience required.
Microsoft Copilot, ChatGPT
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
1mo
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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
2d
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Transaction Associate Manager
United States or Columbia or Nashville or Birmingham or Austin or Phoenix or Ashburn or Seattle or Denver or Tampa or Atlanta or Meridian or Indianapolis or Hartford or Portland or Topeka or Milwaukee or Salt Lake City or Providence or Oklahoma City or Ankeny or Erlanger or Alexandria or Boston or East Lansing or Chicago or Minneapolis or Jackson or Raleigh or Chatham or Albuquerque or Las Vegas or Baltimore or New York City or Cincinnati or Reading
$64k-$75k/yr RemoteFull Time
3+ YOEBachelor’s degree required; 3+ years of real estate transaction management or corporate real estate experience. Requires client service, communication, financial analysis, negotiation, organization, and multitasking skills.
Microsoft Excel
1mo
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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
2w
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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
4d
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Associate Director Client Service Account Management
Minnetonka or United States
$113k-$193k/yr RemoteFull Time
6+ YOE3+ MgmtRequires 6+ years in healthcare, PBM, health plan, managed care, account management, or operational enablement; readiness leadership; program management; KPI, dashboard, SOP, and executive reporting experience.
Microsoft Project, Microsoft Smartsheet, ServiceNow, Microsoft Excel, Microsoft PowerPoint
3w
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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.
3d
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Private Banking Assistant
Minneapolis, Minnesota, United States
$21-$36/hr HybridFull Time
2+ YOEAssociate degree in business, finance, accounting, or related field, or equivalent experience, plus 2+ years in banking, financial services, or administration. High-net-worth client and loan documentation experience preferred.
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