Client Service Associate

Grant-Shannon Staffing; Edina (MN); Hybrid; USD 42,000 - 64,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Grant-Shannon Staffing is seeking a Client Service Associate to join a collaborative team in the southwest metro Minneapolis area. You will manage client accounts, coordinate transfers, and support wealth management colleagues with timely, accurate service.

The role emphasizes strong communication, organization, and the ability to juggle multiple priorities in a dynamic environment. Proficiency with MS Office is required and a background in client service is preferred.

Qualifications

• This role requires strong communication, organization, and attention to detail.
• Experience delivering client service in a collaborative team setting is preferred.
• Proficiency with Microsoft Office and standard business software is expected.

Responsibilities

• Lead setup and maintenance of client accounts, including new accounts and transfers.
• Partner with the team to deliver excellent service to clients and prospects.
• Build trusted relationships through timely, accurate work and clear communication.
• Use the CRM to manage tasks, track client information, and inform the team.
• Respond to daily client requests and ensure smooth account servicing.

Skills

Communication

Organizational skills

Multitasking

Resourcefulness

Professional attitude

Flexibility

Ethical mindset

Education

High school diploma or GED

Associate or bachelor’s degree preferred

Tools

Microsoft Office

Job description

We’re looking for a curious, fast‐learning Client Service Associate who enjoys being part of a collaborative team and is excited to grow within an independent advisory firm. If you thrive in a detail‐oriented role, value strong relationships, and want to build a long‐term career, we’d love to meet you.

What You’ll Do

• Lead the setup and maintenance of client accounts, including new accounts, distributions, and transfers
• Partner closely with the team to deliver exceptional service to clients and prospects
• Build trusted relationships through timely, accurate work and clear communication
• Use our CRM to manage tasks, track client information, and keep the team informed
• Respond to daily client requests and ensure smooth account servicing
• Collaborate with Wealth Managers on questions, service needs, and ongoing client support
• Coordinate private investment enrollment, paperwork, and timelines
• Support and back up teammates as needed
• Assist with special projects and help solve unique challenges as they arise
• Help guide new clients through a seamless onboarding experience

What You Bring

• Strong communication skills—written, verbal, and interpersonal
• Excellent organization and time‐management abilities
• Comfort juggling multiple priorities
• Resourcefulness and confidence in resolving questions independently
• A positive, professional, team‐oriented attitude
• Flexibility in a dynamic environment
• A strong ethical mindset and commitment to doing what’s right

Qualifications

• High school diploma or GED required; associate or bachelor’s degree preferred
• 2+ years of professional experience
• Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint)
• High attention to detail, accuracy, and quality
• Motivation to provide outstanding client service and contribute to a supportive team culture

This is a hybrid position in the southwest metro of Minneapolis, MN requiring successful background and credit check for employment.