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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Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health equity on a global scale. Join us to start Caring. Connecting. Growing together.
The Director, Health Plan Enablement is the people leader responsible for the strategy, performance, and ongoing evolution of the Health Plan Enablement team. This leader builds and develops a high-performing team that serves as a critical bridge across Account Management, Operations, Implementation, Product, and client stakeholders to drive operational readiness, issue resolution, and strategic initiatives. The Director provides oversight of complex client readiness and enablement activities, including annual readiness, go-live support, operational transitions, benefit and file updates, process maintenance, client-facing systems and tools, and cross-functional execution. The role establishes governance, priorities, resource plans, performance standards, and escalation pathways to ensure work is delivered accurately, timely, and consistently with client commitments and enterprise requirements. The Director also serves as a strategic advisor to senior leadership, translates vision into actionable plans, influences stakeholders across the enterprise, and ensures the team anticipates upstream and downstream impacts while advancing client satisfaction, operational excellence, cost avoidance, and continuous improvement.
You'll enjoy the flexibility to work remotely * from anywhere within the U.S. as you take on some tough challenges.
Primary Responsibilities:
People Leadership And Team Development
- Lead, coach, and develop the Health Plan Enablement team; set clear expectations, provide ongoing feedback, support career development, and strengthen succession and retention
- Create an inclusive, engaged, and high-performing team culture grounded in accountability, innovation, collaboration, continuous learning, and strong client advocacy
- Align team structure, capacity, assignments, and skill development to client needs, enterprise priorities, seasonal readiness demands and changing business requirements
- Ensure team members are trained and effective in PBM tools, client-facing systems, readiness practices, project management, reporting, issue management, and applicable health plan requirements
- Provide leadership oversight for employee performance, workload balancing, quality, risk management, and timely escalation of barriers
Health Plan Enablement Strategy And Governance
- Define and evolve the Health Plan Enablement operating model, service standards, governance, roles, processes, and measures to support consistent execution and a best-in-class client experience
- Translate executive vision and enterprise priorities into actionable team plans, roadmaps, operating rhythms, and measurable outcomes
- Establish governance for complex cross-functional initiatives, including decision rights, milestones, dependencies, risks, resourcing, issue resolution, and executive reporting
- Oversee the creation, negotiation, interpretation, implementation, and maintenance of SOPs, reporting, and operational requirements
- Identify opportunities for process improvement, organizational effectiveness, cost avoidance, automation, and standardization; ensure successful adoption and sustained results
Operational Readiness And Execution Oversight
- Provide leadership oversight of end-to-end annual readiness, go-live support, operational transitions, and the Readiness Governance Model
- Ensure enterprise operational readiness plans include appropriate task sequencing, duration, ownership, dependencies, resources, risk mitigation, and full cross-functional execution
- Monitor readiness health, aging inventory, key risks, client impacts, and execution progress; intervene when performance or client commitments are at risk
- Ensure issues are resolved promptly and accurately through effective coordination, impact assessment, root cause analysis, remediation, and communication
- Oversee training and enablement for Optum Rx client-facing systems and tools, including development of scalable materials and consistent delivery practices
Client And Cross-Functional Leadership
- Serve as an executive escalation point and strategic consultant for complex readiness, operational, and client-impacting matters
- Build strong partnerships with Health Plan clients and internal leaders across Account Management, Operations, Implementation, Product, Technology, Compliance, and other functional teams
- Ensure the team effectively translates client and enterprise requirements into executable plans and anticipates upstream and downstream impacts
- Lead or sponsor cross-functional projects, process improvements, and organizational readiness efforts that improve client outcomes and advance enterprise priorities
- Deliver and develop concise executive communication, decision support, dashboards, recommendations, and presentations for senior internal and external stakeholders
Performance, Risk, And Continuous Improvement
- Establish and monitor KPIs for readiness, service delivery, aging work, issue resolution, client impact, quality, team capacity, and process performance
- Use data and business analytics to identify trends, risks, resource needs, and improvement opportunities; drive corrective actions and sustained accountability
- Ensure appropriate oversight of CMS-related and regulated health plan requirements, including Medicare Part D and Medicaid considerations, client guidance, and corrective action support where applicable
- Promote disciplined project, change, and risk management practices across the team and partner organizations
You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.
Required Qualifications:
- 6+ years of healthcare, PBM, health plan, managed care, account management, operational enablement, or related experience
- Experience leading annual PBM client readiness, go-live support, operational transitions, or large-scale change initiatives
- Advanced program level and project management skills, including governance, resource planning, dependencies, risk mitigation, and cross-functional execution
- Experience developing KPIs, dashboards, impact reporting, root cause analysis, remediation plans, SOPs, and executive materials
- Experience using PBM tools for operational reporting, issue management, claims adjudication, and client support, with the ability to guide and teach others
Preferred Qualifications:
- 4+ years of project or program management experience leading complex, cross-functional initiatives
- 3+ years of people leadership, team leadership, or comparable leadership responsibility
- Governance or PMO experience and experience working with large data sets and making data-driven decisions
- Knowledge of PBM, health plan, or managed care operations; experience across multiple lines of business, including Medicare Part D, Medicaid, and CMS requirements
- Proficiency with Microsoft applications and experience with Microsoft Project or Smartsheet; experience with ServiceNow dashboards
Behavioral And Leadership Skills:
- Demonstrated people leadership with the ability to build high-performing teams, coach diverse talent, manage performance, and lead through change
- Strategic and operational leadership with strong critical thinking, problem solving, conflict resolution, decision making, and organizational effectiveness capabilities
- Executive-level written, verbal, and presentation skills, with the ability to translate complex information into clear direction and actionable plans
- Proven ability to influence senior stakeholders and drive outcomes across teams without direct authority
- Solid client orientation, consultative mindset, resilience, resourcefulness, and ability to manage competing priorities in a complex environment
All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy
Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $112,700 to $193,200 annually based on full-time employment. We comply with all minimum wage laws as applicable.
Application Deadline: This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants.
At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission.
UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.
See All 17 Client Service Associate Jobs in Minnesota
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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
- Insurance
- 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, Optum, and Stifel and others right now, based on current listings on Migrate Mate as of August 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?
Minnetonka, Minneapolis, 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 75% of client service associate openings tied to Minnesota are remote or hybrid as of August 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 17 Client Service Associate Jobs in Minnesota
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