45 client support manager jobs at 26 companies in Edina, MN
2w
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Trade Services Client Support Manager
Saint Paul, Minnesota, United States
$93k-$109k/yr OnsiteFull Time
3+ YOE3+ MgmtBachelor's in accounting/finance or equivalent, 3+ years trust and securities operations, 3+ years management experience, knowledge of DTC/FED/SWP/Trust 3000/ARES, strong analytical, communication, supervisory skills.
DTC, FED, SWP, Trust 3000, ARES
3w
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CLIENT ACCOUNT COORDINATOR
Plymouth, Minnesota, United States
$19-$21/hr OnsiteFull Time
2+ YOEHigh school diploma/GED, 2+ years office or client services experience; strong communication, attention to detail, time management; experience with high-volume email and electronic files; legal experience preferred.
Microsoft Outlook, Microsoft Excel, Microsoft Word
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.
5d
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Cybersecurity Client Relationship & Sales Support Specialist
Chicago or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or New York City or Cleveland or Oklahoma City or Austin or Albany or St. Pete or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or San Francisco or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$59k-$155k/yr HybridFull Time
3+ YOERequires 3+ years in sales, cybersecurity, and project management; strong communication and executive presence; and a bachelor's degree or equivalent experience.
Customer Relationship Management (CRM)
4d
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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
2mo
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Wealth Management Client Associate
Wayzata, Minnesota, United States
$25-$44/hr OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors; client-centric, detail-oriented, adaptable, and proficient with Microsoft Office and Salesforce. Minimum 1 year experience.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
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Client Account Services Administrator
Philadelphia or Baltimore or Washington or New York or Minneapolis or Wilmington or Cherry Hill or Atlanta
$62k-$65k/yr RemoteFull Time
Experience in accounts receivable, billing, collections, or client accounting support; strong attention to detail, written and verbal communication, and ability to manage multiple priorities; proficiency with Microsoft Office and preferably Elite 3E or ServiceNow.
Microsoft Excel, Microsoft Outlook, Microsoft Word, Elite 3E, ServiceNow
1mo
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Client Operations Lead
Minneapolis, Minnesota, United States
$18/hr OnsitePart Time
Customer-facing studio leader supporting sales and operations; must be available for mornings, afternoons, evenings, weekends and holidays, provide hospitality, coaching, and maintain studio standards; must be 18+.
11h
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Business Banking Support Specialist
Minneapolis, Minnesota, United States
$22-$25/hr OnsitePart Time
3+ YOERequires a business-related college degree, 3–5 years of client relationship management and retail or business banking experience, strong communication and organizational skills, banking compliance knowledge, and a valid driver's license.
Customer Identification Program (CIP), Know Your Customer (KYC), Bank Secrecy Act (BSA), Anti-Money Laundering (AML)
3mo
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Tax and Wealth Planning Client Service Specialist (Legal Administrative Assistant)
Minneapolis, Minnesota, United States
$29-$40/hr OnsiteFull Time
5+ YOEExperience in legal/financial services support; strong communication, calendar management, and document preparation skills; 5-8 years preferred.
MS Office Suite
2mo
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Block Advisors CSP
New Hope, Minnesota, United States
$16-$27/hr OnsiteFull Time, Seasonal
Customer-service experience in a fast-paced environment, ability to multi-task, strong organizational/time-management skills, computer proficiency with Microsoft Office; high school diploma preferred; ability to work flexible schedule or multiple locations.
Microsoft Office
1mo
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Executive Assistant
Minneapolis, Minnesota, United States
$60k-$80k/yr HybridFull Time
Providing high-confidentiality administrative support: managing calendar and email, scheduling client meetings, maintaining files and CRM, generating reports, and delivering exceptional client experience.
CRM system
2w
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Branch Office Administrator - Glencoe, MN
Glencoe, Minnesota, United States
OnsiteFull Time
Provide administrative support to financial advisors, manage client accounts, handle transactions, support marketing and branch business planning, strong computer and communication skills.
MoneyGuide, Salesforce, Microsoft Office
2w
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Legal Assistant - Real Estate
Minneapolis, Minnesota, United States
$48k-$91k/yr OnsiteFull Time
Provide administrative and legal support for real estate transactions, including drafting documents, managing closings, calendar management, file maintenance, and client communication.
Microsoft Office, iManage, InTapp, iTimekeep
1w
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Finance and Accounting Manager
Bloomington, Minnesota, United States
OnsiteFull Time
5+ YOE5+ years progressive accounting and finance experience with month-end close, GAAP compliance, financial reporting, audit support, Excel and ERP proficiency, client-facing advisory, and team leadership.
ERP, Microsoft Excel
4d
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DSP Behavior Management - No Weekends
Vadnais Heights, Minnesota, United States
$19/hr OnsiteFull Time
Experience supporting clients with challenging behaviors, de-escalation skills, ability to assist with personal care and client transport, high school diploma, reliable transportation, and basic electronic device/database use.
1mo
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Community Residential Services Manager
Minneapolis, Minnesota, United States
$48k/yr OnsiteFull Time
1+ YOELead operations for 2 group homes, supervise and train direct support staff, coordinate client medical appointments and documentation, participate in shared on-call rotation; requires valid driver's license, reliable vehicle, and meeting MN DHS designated coordinator education/experience options.
1w
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Manager, Revenue Cycle Solution Design - Remote
Eden Prairie, Minnesota, United States
$113k-$193k/yr RemoteFull Time
5+ YOE5+ years revenue cycle and business development experience supporting hospital or consulting engagements; executive communication, analytical and financial modeling, and client-facing consulting skills required.
Microsoft PowerPoint, Microsoft Excel, Power BI, Microsoft Visio
2mo
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Account Director
Minneapolis, Minnesota, United States
$100-$125/yr OnsiteFull Time
Experience managing client accounts; supervisory or managerial experience preferred.
1w
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Temporary Implementation Coordinator
Minneapolis, Minnesota, United States
$24/hr OnsiteTemporary
Administrative support for client implementations and renewals; strong attention to detail, organization, independent problem solving, and effective written communication.
Microsoft Office, Mac, Google Workspace, Gmail, Slack, Salesforce Chatter
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