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5 results for Records Manager in Eagan, MN

Relationship Manager

Minneapolis, MN
onsite
Permanent / Full Time
65000 - 80000 USD / Yearly
We are looking for a dedicated Relationship Manager to join our client's investment advisory team in the Twin Cities This position works closely with the Wealth Advisor and plays an important part in strengthening client relationships, coordinating service needs, and contributing to a high-standard wealth management experience. The ideal candidate brings professionalism, strong communication skills, and a genuine interest in helping clients feel confident about their financial future. Responsibilities:• Establish and nurture strong relationships with clients to understand and address their financial goals and needs.• Provide comprehensive support to Wealth Advisors by assisting with client services.• Manage investment accounts and ensure accuracy in financial documentation and reporting.• Collaborate with team members to share insights and improve firm processes and client outcomes.• Uphold compliance standards and follow policies and procedures to maintain operational integrity.• Assist clients with inquiries related to financial planning and investment strategies.• Utilize Microsoft Excel, Word, and Outlook for efficient communication and documentation.• Actively contribute to maintaining a positive team environment by offering assistance and sharing knowledge.• Ensure a high level of customer satisfaction by consistently delivering precise and timely service.
2026-06-19T00:00:00Z

Account Manager

Edina, MN
onsite
Permanent / Full Time
80000 - 100000 USD / Yearly
We are looking for an Account Manager to support client success and strengthen long-term partnerships in Minneapolis, Minnesota. This position is ideal for someone who is detail oriented, understands digital marketing, and can guide clients through strategies that improve online visibility and campaign performance. The role requires strong communication, sound judgment, and the ability to stay organized while managing several accounts in a fast-paced agency setting. Responsibilities: • Serve as the primary point of contact for assigned clients, building trust and maintaining strong ongoing relationships. • Oversee multiple accounts at once, ensuring deliverables, timelines, and client expectations are managed effectively. • Advise clients on digital marketing initiatives, including website performance, paid search, and social media efforts. • Partner with internal teams to align campaign execution with client goals and business priorities. • Monitor account activity and provide clear updates, insights, and recommendations to support client growth. • Respond to inbound requests and client questions promptly, offering thoughtful solutions and next steps. • Use CRM and project management tools such as HubSpot and monday.com to track communication, workflow, and account progress. • Review campaign data, including Google Ads and GA4 reporting, to identify trends and help improve results.
2026-06-30T00:00:00Z

Billing Manager

Minneapolis, MN
onsite
Permanent / Full Time
100000 - 120000 USD / Yearly
We are looking for a Billing Manager to lead billing operations for a services environment that requires strong attention to detail in Minneapolis, Minnesota. This role combines team leadership, electronic billing oversight, and hands-on coordination with attorneys and internal partners to keep invoicing accurate, timely, and compliant with client guidelines. The ideal candidate brings strong operational judgment, attention to detail, and the ability to manage competing priorities in a deadline-driven setting. Responsibilities:• Direct the daily activities of the billing team by assigning work, balancing priorities, coaching staff, and supporting ongoing development and performance management.• Manage requests submitted through the internal service system, ensuring questions and issues are addressed promptly and with a high level of professionalism.• Oversee the full electronic billing cycle, including matter setup, rate and timekeeper approvals, invoice submission, rejection resolution, appeals, and follow-up on unpaid invoices.• Maintain accurate client and matter records across billing platforms to align with outside counsel requirements, including coding structures, rate exceptions, invoice data, and multi-payor arrangements.• Produce scheduled and on-demand billing and payment reports for internal stakeholders and client-related needs.• Assist with the rollout, testing, and ongoing support of billing applications, system updates, and process improvements tied to billing operations.• Support month-end and year-end billing deadlines by coordinating proforma activity, communicating key cutoff dates, and assisting with annual rate review processes.• Review detailed billing edits, transfers, and disbursement adjustments, then partner with attorneys to finalize and distribute invoices.• Prepare and process manual or non-system-generated bills when client arrangements require customized billing handling.• Supervise approved accounts receivable write-off activity to ensure accurate completion and adherence to company policy. An ideal candidate will have 5 years of experience as a Billing Manager (including eBilling), however candidates with 5-7+ years of eBilling experience ready for their next step into a management role are welcome and encouraged to apply. Experience within eBilling is a firm requirement, and candidates must be local to the Minneapolis, MN area, willing to work primarily onsite (1-2 days work from home post-training). Beginning pay for this opportunity is $100-120k, depending on qualifications. Full benefits are also offered included health, dental, vision, and 401k with match. If you are interested in this opportunity, please apply directly for immediate consideration with an up to date resume.
2026-07-02T00:00:00Z

Office Manager

Wayzata, MN
onsite
Temporary / Contract
25 - 28 USD / Hourly
Our client is seeking a highly organized and proactive Office Manager to oversee day-to-day office operations in the Twin Cities. This fully on-site role is ideal for a detail-oriented professional who can keep the office running efficiently, support employees and leadership, and help create a productive, professional workplace environment.Key Responsibilities<ul><li>Manage daily office operations and ensure the workplace is organized, efficient, and welcoming</li><li>Serve as the primary point of contact for office-related needs, vendors, and building management</li><li>Coordinate office supplies, equipment, maintenance, and facilities-related requests</li><li>Support scheduling, meeting coordination, and general administrative needs for leadership and staff</li><li>Assist with onboarding new employees, including workspace setup and orientation logistics</li><li>Maintain office policies, procedures, and records to support smooth business operations</li><li>Help organize company events, team meetings, and employee engagement activities</li><li>Process mail, shipments, invoices, and other operational documentation</li><li>Partner with internal teams to support projects, communications, and workflow improvements</li><li>Handle confidential information with professionalism and discretion</li></ul>
2026-07-16T00:00:00Z

Office Manager

Minneapolis, MN
onsite
Temporary / Contract
22.1635 - 28 USD / Hourly
We are looking for an organized Office Manager to support daily administrative operations. This contract position requires someone who can keep the office running efficiently, provide front-desk support, and coordinate essential supplies and financial paperwork. The ideal candidate is dependable and comfortable balancing administrative responsibilities with a high level of service to internal teams and visitors. Responsibilities:• Oversee day-to-day office activities to maintain an efficient, well-organized administrative environment.• Coordinate the purchasing of office materials and ensure essential items are consistently available for staff use.• Monitor inventory levels, track supply usage, and restock resources to prevent operational disruptions.• Support accounts payable tasks by preparing, reviewing, and processing routine invoices and related documentation.• Serve as the first point of contact for visitors and incoming communications, delivering attentive front-desk assistance.• Maintain office records, files, and administrative documents with accuracy and confidentiality.• Assist with scheduling, correspondence, and general clerical support to help teams stay organized and productive.
2026-07-17T00:00:00Z