Client Service Associate Jobs in Minnesota
Client Service Associate jobs in Minnesota concentrate in financial services, wealth management, and insurance, with significant openings across banking, investment advisory, and brokerage operations at every level from entry-level to senior associate. The Twin Cities metro is the dominant hiring market, with Duluth and Rochester also posting steady openings tied to regional banking and healthcare administration. Established employers with a strong Minnesota presence include U.S. Bancorp, Ameriprise Financial, and Thrivent, and the most in-demand specialties are retirement account servicing, investment operations support, and insurance client relations. Find a role that fits below and apply directly.
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Showing 5 of 22+ Client Service Associate jobs
Job Description:
Toppan Merrill is a global technology leader committed to simplifying the complexity of regulatory disclosure and communications. We offer the most intuitive end-to-end SaaS platform for complex compliant content creation and enhancement of multi-stakeholder collaboration. Our industry leading technology is backed by what we are best known for: unmatched market expertise and unparalleled customer service. Toppan Merrill is a leading partner for the financial, legal, health and capital markets.
We believe in high-trust collaboration and value each person's unique skills, perspectives and experiences. Our success is driven by our world-class global teams and culture. Learn more at https://www.toppanmerrill.com/careers/.
Toppan Merrill has an exciting opportunity for a Client Service Project Manager - Financial Reporting & Proxy Services to join our #hybrid team. In this role, you will serve as a trusted advisor to clients and internal partners, managing complex proxy statement, financial reporting, and ESG/sustainability reporting projects from pre-sales consultation through initial delivery. You will coordinate cross-functional teams, build project timelines, guide clients through our solutions and services, and ensure a seamless client experience throughout the engagement lifecycle.
Job Responsibilities:
- Serve as the primary point of contact and trusted advisor for clients engaging Toppan Merrill's Proxy, Financial Reporting, ESG/Sustainability, Design, and Advisory Services offerings.
- Manage multiple client projects simultaneously by developing project plans, building timelines, coordinating deliverables, and ensuring successful execution from project kickoff through initial delivery.
- Partner closely with Sales during pre-sales engagements, client discovery sessions, presentations, and solution discussions to support business development efforts.
- Coordinate activities across internal teams including Design, Consulting, Product, Operations, Typesetting, Digital Delivery, and other service groups to ensure project success and exceptional client outcomes.
- Lead client onboarding activities, kickoff meetings, project status discussions, and ongoing communications regarding scope, timelines, and deliverables.
- Monitor project milestones, identify risks, proactively communicate changes, and help clients navigate evolving requirements and customized solutions.
- Develop and maintain accurate project documentation, client communications, workflow records, and billing-related information to support operational excellence.
- Build long-term client relationships by delivering responsive service, effective communication, and strategic guidance that enhances client satisfaction and retention.
About You:
- Bachelor's degree in Business or a related field preferred, or an equivalent combination of education and relevant experience.
- 5+ years of experience in client service, project management, account management, consulting, financial services, business operations, or a related customer-facing environment.
- Demonstrated success managing multiple client-facing projects, priorities, and deadlines in a dynamic business environment.
- Strong verbal, written, presentation, and relationship-building skills with the ability to communicate effectively with executive-level clients and internal stakeholders.
- Advanced proficiency with Microsoft 365 applications including Outlook, Teams, PowerPoint, SharePoint, and related collaboration tools.
- Experience creating timelines, coordinating resources, tracking deliverables, and managing projects through completion.
- Ability to work effectively in ambiguous situations, adapt to changing client requirements, and deliver customized solutions.
- Preferred qualifications include experience with proxy statements, SEC reporting, financial services, disclosure management, design/print production, Adobe Acrobat Pro, ESG/sustainability reporting, or related regulatory communications. Knowledge of color management, print production concepts, or financial disclosure processes is a plus.
We understand that your skills deserve recognition. That's why we offer a competitive pay scale ranging from $30.00 - $40.00 per hour, based on experience and expertise. We believe in compensating our dedicated team members fairly for their hard work and commitment. Please note that actual salaries may vary within, above, or below this range based on factors such as education, training, experience, professional achievement, business needs, and location.
Toppan Merrill strives to provide our employees and loved ones with competitive benefits including:
- Enhanced Medical, Dental, Vision and Life insurance for employees and dependents
- 401(k) with company match with full vesting from date of hire
- Paid time off including vacation, sick, community involvement, bereavement, jury duty, and holidays
- Paid parental leave
- Paid community involvement/volunteer days
- Wellness Resources and Employee Assistance Programming
Toppan Merrill is an equal opportunity/affirmative action employer. Qualified individuals, including qualified women, minorities, individuals with disabilities and veterans, are encouraged to apply.
Job Description:
Toppan Merrill is a global technology leader committed to simplifying the complexity of regulatory disclosure and communications. We offer the most intuitive end-to-end SaaS platform for complex compliant content creation and enhancement of multi-stakeholder collaboration. Our industry leading technology is backed by what we are best known for: unmatched market expertise and unparalleled customer service. Toppan Merrill is a leading partner for the financial, legal, health and capital markets.
We believe in high-trust collaboration and value each person's unique skills, perspectives and experiences. Our success is driven by our world-class global teams and culture. Learn more at https://www.toppanmerrill.com/careers/.
Toppan Merrill has an exciting opportunity for a Client Service Project Manager - Financial Reporting & Proxy Services to join our #hybrid team. In this role, you will serve as a trusted advisor to clients and internal partners, managing complex proxy statement, financial reporting, and ESG/sustainability reporting projects from pre-sales consultation through initial delivery. You will coordinate cross-functional teams, build project timelines, guide clients through our solutions and services, and ensure a seamless client experience throughout the engagement lifecycle.
Job Responsibilities:
- Serve as the primary point of contact and trusted advisor for clients engaging Toppan Merrill's Proxy, Financial Reporting, ESG/Sustainability, Design, and Advisory Services offerings.
- Manage multiple client projects simultaneously by developing project plans, building timelines, coordinating deliverables, and ensuring successful execution from project kickoff through initial delivery.
- Partner closely with Sales during pre-sales engagements, client discovery sessions, presentations, and solution discussions to support business development efforts.
- Coordinate activities across internal teams including Design, Consulting, Product, Operations, Typesetting, Digital Delivery, and other service groups to ensure project success and exceptional client outcomes.
- Lead client onboarding activities, kickoff meetings, project status discussions, and ongoing communications regarding scope, timelines, and deliverables.
- Monitor project milestones, identify risks, proactively communicate changes, and help clients navigate evolving requirements and customized solutions.
- Develop and maintain accurate project documentation, client communications, workflow records, and billing-related information to support operational excellence.
- Build long-term client relationships by delivering responsive service, effective communication, and strategic guidance that enhances client satisfaction and retention.
About You:
- Bachelor's degree in Business or a related field preferred, or an equivalent combination of education and relevant experience.
- 5+ years of experience in client service, project management, account management, consulting, financial services, business operations, or a related customer-facing environment.
- Demonstrated success managing multiple client-facing projects, priorities, and deadlines in a dynamic business environment.
- Strong verbal, written, presentation, and relationship-building skills with the ability to communicate effectively with executive-level clients and internal stakeholders.
- Advanced proficiency with Microsoft 365 applications including Outlook, Teams, PowerPoint, SharePoint, and related collaboration tools.
- Experience creating timelines, coordinating resources, tracking deliverables, and managing projects through completion.
- Ability to work effectively in ambiguous situations, adapt to changing client requirements, and deliver customized solutions.
- Preferred qualifications include experience with proxy statements, SEC reporting, financial services, disclosure management, design/print production, Adobe Acrobat Pro, ESG/sustainability reporting, or related regulatory communications. Knowledge of color management, print production concepts, or financial disclosure processes is a plus.
We understand that your skills deserve recognition. That's why we offer a competitive pay scale ranging from $30.00 - $40.00 per hour, based on experience and expertise. We believe in compensating our dedicated team members fairly for their hard work and commitment. Please note that actual salaries may vary within, above, or below this range based on factors such as education, training, experience, professional achievement, business needs, and location.
Toppan Merrill strives to provide our employees and loved ones with competitive benefits including:
- Enhanced Medical, Dental, Vision and Life insurance for employees and dependents
- 401(k) with company match with full vesting from date of hire
- Paid time off including vacation, sick, community involvement, bereavement, jury duty, and holidays
- Paid parental leave
- Paid community involvement/volunteer days
- Wellness Resources and Employee Assistance Programming
Toppan Merrill is an equal opportunity/affirmative action employer. Qualified individuals, including qualified women, minorities, individuals with disabilities and veterans, are encouraged to apply.
See All 22 Client Service Associate Jobs in Minnesota
Find roles in Minnesota that match your experience and apply in just a few clicks.
Find Client Service Associate JobsClient Service Associate Jobs by City in Minnesota
Where Minnesota roles are concentrated, by current openings.
Client Service Associate Job Market in Minnesota
A snapshot from current Minnesota openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Animal Care & Pet Services
- Transportation & Logistics
- Investment & Asset Management
What Minnesota Employers Look For
The qualifications that appear most often in client service associate jobs across Minnesota.
- Bachelor's degree in finance, business, or a related field preferred by most Minnesota employers
- Series 7 or Series 66 FINRA registration required for brokerage and investment-focused client service roles
- One to three years of customer-facing experience in financial services, banking, or insurance
- Proficiency with CRM platforms and financial account management systems such as Salesforce or Fiserv
- Strong written and verbal communication skills for managing client inquiries and account documentation
- Ability to interpret account statements, financial products, and compliance disclosures for clients
Client Service Associate Jobs in Minnesota: Frequently Asked Questions
How do you become a client service associate in Minnesota?
Most client service associate roles in Minnesota require a bachelor's degree in finance, business, or a related field, though some employers hire candidates with equivalent experience. For positions at broker-dealers or investment firms, you will need to obtain FINRA registration, most commonly the Series 7 and Series 66, sponsored by your employer after hiring. Insurance-focused roles may require a Minnesota Department of Commerce insurance producer license. Entry into the field often starts through bank operations or retail banking positions at Minnesota-based institutions.
Which companies hire client service associates in Minnesota?
Minnesota client service associate roles are posted by Banfield Pet Hospital, Park State Bank, and Stifel and others right now, based on current listings on Migrate Mate as of November 2026. Minnesota's deep concentration of financial services headquarters, including wealth management, insurance, and regional banking institutions, means the state consistently generates a high volume of client service associate openings year-round.
Which Minnesota cities have the most client service associate jobs?
Plymouth, Mankato, and Rochester have the most client service associate openings in Minnesota. The Twin Cities metro drives the majority of postings because it is home to the headquarters of major financial institutions, insurance companies, and wealth management firms, while smaller markets like Rochester and Duluth see openings tied to regional bank branches and healthcare-adjacent financial services operations.
Are there remote client service associate jobs in Minnesota?
Yes, and more than many service roles, since client service associate work in financial services is largely desk-based and document-driven. About 25% of client service associate openings tied to Minnesota are remote or hybrid as of November 2026, reflecting how well the role translates to distributed work. Account servicing, retirement plan administration, and client communications functions are the portions of the role most commonly offered in remote or hybrid arrangements by Minnesota employers.
How can I get hired as a client service associate in Minnesota with little or no experience?
The most realistic entry path is through a retail banking or bank teller role at one of Minnesota's regional banks or credit unions, such as Bremer Bank or Hiway Credit Union, which frequently promote internally into client service associate positions. Ameriprise Financial and U.S. Bancorp run structured associate development programs that recruit recent graduates directly into client service tracks. Obtaining a Minnesota insurance producer license through the Department of Commerce before applying strengthens your candidacy for insurance-focused roles, and an associate's degree combined with Series 7 sponsorship is a recognized pathway at several Twin Cities broker-dealers.
Where can I find and apply to client service associate jobs in Minnesota?
You can find and apply to client service associate jobs in Minnesota on Migrate Mate, which lists current Minnesota openings across financial services, banking, insurance, and related sectors. Search the available roles, find the ones that match your background and location preferences, and apply directly to each employer through the listing.
See All 22 Client Service Associate Jobs in Minnesota
Find roles in Minnesota that match your experience and apply in just a few clicks.
Find Client Service Associate Jobs