Associates Client Services Representative Thomson ReutersAssociates Client Services RepresentativeEagan, MinnesotaFinally, Thomson Reuters offers the following additional benefits: optional hospital, accident and sickness insurance paid 100% by the employee; optional life and AD&D insurance paid 100% by the employee; Flexible Spending and Health Savings Accounts; fitness reimbursement; access to Employee Assistance Program; Group Legal Identity Theft Protection benefit paid 100% by employee; access to 529 Plan; commuter benefits; Adoption & Surrogacy Assistance; Tuition Reimbursement; and access to Employee Stock Purchase Plan. You will work closely with Client Service Representatives, Production Account Coordinators, Revenue, Shipping, and other internal teams to help ensure customer requests, production updates, and order documentation are processed accurately and efficiently.
NewTax Senior Manager, Private Client Services BDO USA PCTax Senior Manager, Private Client ServicesMinneapolis, MN$146,000–$200,000 / yearA Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
NewTax Senior Manager, Private Client Services BDO International LtdTax Senior Manager, Private Client ServicesMinneapolis, MN$146,000–$200,000 / yearA Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Client Services Coordinator - Wealth Advisory - Shared Services Center CliftonLarsonAllen Wealth AdvisorsClient Services Coordinator - Wealth Advisory - Shared Services CenterMinneapolis, MinnesotaStrong computer and word processing skills including proficiency with Tamarac CRM, Laserfiche, MS Office products, including Word, Excel, PowerPoint, Outlook, Adobe, DocuSign, MoneyLink and Schwab platforms. CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.
Senior Account Manager, Enterprise Client Services SezzleSenior Account Manager, Enterprise Client ServicesMinneapolis, MNRemote$110,000–$140,000 / year5+ years of experience in Enterprise Account Management, Client Services, Customer Success, Strategic Partnerships, or another client-facing commercial role, preferably within payments, fintech, SaaS, or e-commerce. This is a senior individual contributor role designed for someone who can independently manage complex Enterprise relationships, confidently communicate with executive stakeholders, and proactively solve problems before they impact the merchant experience.
Client Services Specialist – Financial Services – Minnesota (Remote) All Financial FreedomClient Services Specialist – Financial Services – Minnesota (Remote)Saint Paul, MNRemoteThis position is designed for professionals seeking long-term career growth, increased responsibility, and leadership development within a structured organization. Explain financial concepts related to protection, accumulation, and long-term planning.
Client Services & Administrative Coordinator Ultimate Staffing ServicesClient Services & Administrative CoordinatorBloomington, Minnesota$22–$32 / hourWe are seeking a highly organized and service-focused Client Services & Administrative Coordinator to support leadership, manage client relationships, coordinate events, and ensure smooth day-to-day office operations. This role is ideal for a professional who thrives in a fast-paced environment, enjoys building relationships, and can balance multiple priorities with accuracy and discretion.
Account Manager, Client Services Ovative GroupAccount Manager, Client ServicesMinneapolis, MinnesotaLeveraging our deep industry expertise, we help brands like Best Buy, Domino's, American Eagle, The Home Depot, Post, Disney, Tumi, Michael Kors, Boost Mobile, and UnitedHealth Group transform their media and measurement programs. The ideal candidate will be highly analytical, hold strong client management and communication skills, and have experience leading strategies across cross-functional teams to drive business impact.
Credit Portfolio Manager - Professional Services And Contractors East, Institutional Client Group US BankCredit Portfolio Manager - Professional Services And Contractors East, Institutional Client GroupMinneapolis, MN$105,400–$124,000 / yearResponsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Credit Portfolio Manager - Professional Services and Contractors, Institutional Client Group U.S. BankCredit Portfolio Manager - Professional Services and Contractors, Institutional Client GroupMinneapolis, Minnesota$133,365–$156,900 / yearResponsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Credit Portfolio Manager - Professional Services And Contractors, Institutional Client Group US BankCredit Portfolio Manager - Professional Services And Contractors, Institutional Client GroupMinneapolis, MN$133,365–$156,900 / yearResponsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
NewWork From Home - Client Services Associate Global Elite Empire ConsultantsWork From Home - Client Services AssociateSaint Paul, MinnesotaAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership.
Associate Director, Private Wealth Client Services Cresset CapitalAssociate Director, Private Wealth Client ServicesMinnetonka, MNCresset is seeking an Associate Director, Private Wealth Client Services with 5+ years of experience managing the administrative and private banking needs for high net worth and ultra-high net worth clientele. Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.
Client Account Services Administrative Coordinator Mahoney | CPAs and AdvisorsClient Account Services Administrative CoordinatorSt Paul, MN$20–$25 / hourFull timeRequired Education & SkillsStrong organizational skills with the ability to manage multiple priorities and deadlinesHigh attention to detail with a focus on accuracy and consistencyStrong communication skills to provide clear, constructive follow-up and ensure accountabilityPreferred Education & SkillsExperience with workflow tools (e.g. Our Client Advisory Services team delivers real-time insights, strengthens financial understanding, and provides tailored guidance so you can make informed decisions and drive your business forward.
Client Services Associate / Travel HB TravelsClient Services Associate / TravelMinneapolis, MinnesotaRemoteIn this role, you will be responsible for assisting clients with their travel needs, handling inquiries, and ensuring smooth booking processes from start to finish. We are a professional travel services organization dedicated to providing clients with exceptional booking experiences and personalized support.
NewClient Services Analyst III Western Alliance BancorpClient Services Analyst IIIBloomington, MN$83,050–$95,000 / yearIntermediate to advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!
Associate, Private Wealth Client Services Cresset CapitalAssociate, Private Wealth Client ServicesMinnetonka, MNRecognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. This role is ideal for someone with a strong service mindset who is looking to deepen their experience working with sophisticated clients and, over time, has the potential to grow into a broader advisory capacity.
Client Service Coordinator Personal Care AccentCare, Inc.Client Service Coordinator Personal CareSt Paul, Minnesota$21–$23 / hourWe’re proud to be named one of America’s Greatest Workplaces 2025 by Newsweek — a reflection of our shared commitment to excellence, integrity and compassion as we shape the future of aging in place. You’ll belong to a team that cares deeply for patients and each other; a team committed to consistently providing exceptional care.
Account Director, Client Services Ovative GroupAccount Director, Client ServicesMinneapolis, Minnesota$170,000–$228,000 / yearLeveraging our deep industry expertise, we help brands like Best Buy, Domino's, American Eagle, The Home Depot, Post, Disney, Tumi, Michael Kors, Boost Mobile, and UnitedHealth Group transform their media and measurement programs. In this role, you will be responsible for leading two to four major client accounts, focused on driving strategic business impact, creating a world-class client experience, and steering mid-to-long-term account growth.
NewClient Services Coordinator Z Suite LLCClient Services CoordinatorMinneapolis, MNOne day, you may be coordinating with celebrities and professional artists to plan an entertaining virtual dinner event for two hundred people; the next day, you may be creating a marketing plan and creative piece for a holiday-themed newsletter; and then the next day, you may be responding to a client on the status of their food order or kit delivery. \r\n\r\nWe are a pure business-to-business enterprise and one of the fastest-growing companies in the country that brings remote teams together for fun and engaging virtual experiences.