Entry Level Client Service Assistant Jobs
New grad client service assistant jobs attract recent graduates and entry level candidates with zero to two years of experience, where a strong internship background or demonstrated customer-facing skills can matter more than a long resume. Most openings are on-site roles across Accounting & Auditing, Investment & Asset Management, and Animal Care & Pet Services, with employers like Jackson Hewitt, Banfield Pet Hospital, and Stifel hiring at this level now.
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Showing 3 of 89+ Entry Level Client Service Assistant jobs
Who We Are
At Hance Financial, we are not just about growth; we're about fostering deep, lasting relationships with our clients and our community. Embedded in the heart of Bloomington, just outside Minneapolis, our culture is a reflection of the Minnesota spirit, and focuses on creating enduring connections and guiding our clients toward financial freedom.
We stand as a flourishing, independent advisory firm. We're not just about reaching financial goals; we're about partnering with our clients through every life phase, offering customized, collaborative, and comprehensive financial planning.
The Role
We are seeking a Client Service Associate (CSA) who will play a critical role in ensuring smooth and seamless client interactions. This position is client-facing, requiring a strong mix of administrative, organizational, and relationship management skills. The CSA will be the go-to person for client requests, account administration, and operational support, ensuring clients receive the high level of service they expect from Hance Financial.
Key Responsibilities
Client Relations & Support
- Serve as the first point of contact for client questions and concerns.
- Provide a red carpet welcome for clients, ensuring they feel valued.
- Build strong rapport with long-term clients and handle requests with patience.
Administrative & Account Processing
- Process and manage all client paperwork, ensuring accuracy and efficiency.
- Open new accounts and ensure risk profiles and agreements are properly documented.
Office & Scheduling Management
- Maintain organization and efficiency in office operations.
- Ensure advisors' time is maximized by handling client issues before they reach the advisor.
- Assist in keeping track of action items and client follow-ups.
Requirements
Who You Are
- Client-Centric & Detail-Oriented: You prioritize client satisfaction and handle all interactions with professionalism and care.
- Organized & Proactive: You thrive in a fast-paced environment and can manage multiple tasks efficiently.
- Strong Communicator: You have excellent verbal and written communication skills, ensuring clarity in client interactions.
- Tech-Savvy: Comfortable using CRM systems, Microsoft Office, and financial planning software.
- Adaptable & Solutions-Oriented: You can problem-solve quickly and anticipate client needs before they arise.
Preferred Qualifications
- 1+ years of experience in financial services or client relationship management.
- Familiarity with financial advisory operations, account processing, and CRM systems.
- Experience with Redtail CRM, Orion, or similar financial planning software (preferred but not required).
- Strong ability to work both independently and collaboratively in a professional office environment.
Benefits
Work Culture at Hance Financial
We are a collaborative and client-focused firm that values long-term relationships and a high standard of service. Our culture is supportive, engaging, and fun, with plenty of opportunities for growth and professional development.
Schedule & Compensation
- Hours: Monday - Friday, 8:00 AM - 5:00 PM (No travel required).
- Salary: $60,000 - $72,000, depending on experience.
- Benefits:
- 401(k) with employer matching
- Employer-sponsored health benefits
- Paid time off (PTO)
- Covered parking for Minnesota winters
- Onsite gym facilities
- Onsite pickleball court
- Company-sponsored lunches
- Bonus opportunities
Join us and grow not only in your career but also in your ability to make meaningful connections with our clients. We're excited to support your journey with comprehensive training and a supportive team environment.
Be a part of our wealth-building journey in Bloomington and make a difference in our clients' lives at Hance Financial. Apply today!
Who We Are
At Hance Financial, we are not just about growth; we're about fostering deep, lasting relationships with our clients and our community. Embedded in the heart of Bloomington, just outside Minneapolis, our culture is a reflection of the Minnesota spirit, and focuses on creating enduring connections and guiding our clients toward financial freedom.
We stand as a flourishing, independent advisory firm. We're not just about reaching financial goals; we're about partnering with our clients through every life phase, offering customized, collaborative, and comprehensive financial planning.
The Role
We are seeking a Client Service Associate (CSA) who will play a critical role in ensuring smooth and seamless client interactions. This position is client-facing, requiring a strong mix of administrative, organizational, and relationship management skills. The CSA will be the go-to person for client requests, account administration, and operational support, ensuring clients receive the high level of service they expect from Hance Financial.
Key Responsibilities
Client Relations & Support
- Serve as the first point of contact for client questions and concerns.
- Provide a red carpet welcome for clients, ensuring they feel valued.
- Build strong rapport with long-term clients and handle requests with patience.
Administrative & Account Processing
- Process and manage all client paperwork, ensuring accuracy and efficiency.
- Open new accounts and ensure risk profiles and agreements are properly documented.
Office & Scheduling Management
- Maintain organization and efficiency in office operations.
- Ensure advisors' time is maximized by handling client issues before they reach the advisor.
- Assist in keeping track of action items and client follow-ups.
Requirements
Who You Are
- Client-Centric & Detail-Oriented: You prioritize client satisfaction and handle all interactions with professionalism and care.
- Organized & Proactive: You thrive in a fast-paced environment and can manage multiple tasks efficiently.
- Strong Communicator: You have excellent verbal and written communication skills, ensuring clarity in client interactions.
- Tech-Savvy: Comfortable using CRM systems, Microsoft Office, and financial planning software.
- Adaptable & Solutions-Oriented: You can problem-solve quickly and anticipate client needs before they arise.
Preferred Qualifications
- 1+ years of experience in financial services or client relationship management.
- Familiarity with financial advisory operations, account processing, and CRM systems.
- Experience with Redtail CRM, Orion, or similar financial planning software (preferred but not required).
- Strong ability to work both independently and collaboratively in a professional office environment.
Benefits
Work Culture at Hance Financial
We are a collaborative and client-focused firm that values long-term relationships and a high standard of service. Our culture is supportive, engaging, and fun, with plenty of opportunities for growth and professional development.
Schedule & Compensation
- Hours: Monday - Friday, 8:00 AM - 5:00 PM (No travel required).
- Salary: $60,000 - $72,000, depending on experience.
- Benefits:
- 401(k) with employer matching
- Employer-sponsored health benefits
- Paid time off (PTO)
- Covered parking for Minnesota winters
- Onsite gym facilities
- Onsite pickleball court
- Company-sponsored lunches
- Bonus opportunities
Join us and grow not only in your career but also in your ability to make meaningful connections with our clients. We're excited to support your journey with comprehensive training and a supportive team environment.
Be a part of our wealth-building journey in Bloomington and make a difference in our clients' lives at Hance Financial. Apply today!
See All 89 Entry Level Client Service Assistant Jobs
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Find JobsEntry Level Client Service Assistant Job Market
Who's Hiring
- Jackson Hewitt42
- Banfield Pet Hospital8
- Stifel5
- Gallagher4
- Kestra Financial4
Top Industries Hiring
- Accounting & Auditing42
- Investment & Asset Management14
- Animal Care & Pet Services8
- Insurance5
- Banking & Financial Services3
Entry Level Client Service Assistant Jobs: Frequently Asked Questions
How do I get an entry level client service assistant job?
Focus on any customer-facing experience you have, whether from retail, campus jobs, or internships, and frame it around communication, problem-solving, and follow-through. Employers at this level prioritize candidates who can stay organized under pressure and handle client interactions professionally. Tailoring your resume to each posting and practicing common client scenario questions will give you a clear edge over equally inexperienced candidates.
Which companies hire entry level client service assistants?
Companies hiring entry level client service assistants right now include Jackson Hewitt, Banfield Pet Hospital, and Stifel, based on current listings on Migrate Mate as of November 2026. At this level, hiring tends to come from financial services firms, healthcare organizations, and professional services companies that regularly onboard junior talent and train from the ground up.
Are there remote entry level client service assistant jobs?
Yes, though most entry level openings still lean on-site due to the client-facing and team-training nature of the work. About 7% of entry level client service assistant openings are remote or hybrid as of November 2026, so candidates who prefer flexibility should filter specifically for those work arrangements when searching current listings.
Are these new grad client service assistant jobs?
Yes, many of these postings are new grad and junior roles that explicitly welcome recent graduates, candidates with zero to two years of experience, and applicants whose background includes internships or part-time customer service work rather than full-time professional history. A new grad posting typically skips hard experience requirements and focuses instead on communication skills, a service mindset, and the ability to learn quickly on the job.
Which industries hire the most entry level client service assistants?
Entry Level client service assistant roles concentrate in Accounting & Auditing, Investment & Asset Management, and Animal Care & Pet Services, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring at this level because they handle high volumes of client interactions daily and rely on junior staff to support account teams, resolve routine inquiries, and maintain client satisfaction from day one.