Hybrid Client Experience & Accounts 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

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.