9 results for Client Services Manager in Edina, MN

Client Services Associate or Manager

Minneapolis, MN
onsite
Permanent
70000 - 90000 USD / Yearly
We are looking for an experienced and detail-oriented Client Services Associate or Manager to join our team in Minneapolis, Minnesota. In this role, you will support high-level executives and teams by, overseeing client interactions, and facilitating investment-related transactions. The ideal candidate will thrive in a fast-paced environment, possess exceptional organizational skills, and demonstrate a commitment to delivering outstanding client service. Responsibilities:• Coordinate complex client transactions, including preparing and tracking documentation for investments such as 1031 exchanges and real estate deals.• Collaborate with title companies, exchange accommodators, and investment sponsors to manage investment closings and ensure timely processing.• Assist with client onboarding processes to ensure smooth transitions and effective communication.• Monitor ongoing client transactions and investment timelines, ensuring deadlines are met and clients remain informed.• Provide proactive and responsive support for client inquiries regarding investment-related services.• Facilitate internal communications for executives, including meeting coordination and administrative support.• Work collaboratively with cross-departmental teams to maintain an efficient and effective workflow.• Uphold confidentiality standards for all client and firm-related information.• Support executives in streamlining communication and managing priorities related to client services and transactions. If you are interested in joining this growing investment advisory firm please contact Doug Rickart on LinkedIn , call Doug at 612-249-0330 or apply through the ink provided.
2026-03-19T00:00:00Z

Client Services Associate

Minneapolis, MN
onsite
Permanent
60000 - 80000 USD / Yearly
We are looking for a Client Services Associate to join our team in Twin Cities. In this role, you will provide essential support to financial advisors by managing administrative and operational tasks while maintaining strong client relationships. This position involves frequent client interaction and collaboration with custodians, third-party software providers, and other business partners to ensure smooth operations. Responsibilities:• Develop and maintain effective relationships with clients to facilitate smooth account management.• Manage new account documentation, oversee account opening processes, and ensure timely follow-up for completion.• Handle various client service tasks, including account transfers, asset movements, and responding to service requests.• Stay updated on custodial operations, procedures, and industry standards.• Coordinate onboarding activities for new clients to ensure a seamless transition.• Schedule and prepare advisors for meetings with clients and prospects.• Address client inquiries, resolve service issues, and escalate concerns when needed.• Prepare and distribute performance reports to clients in a timely manner.• Utilize the firm's CRM system to document interactions, manage workflows, and maintain accurate client records.
2026-04-03T00:00:00Z

Customer Service Representative

Minneapolis, MN
onsite
Temporary
18 - 20 USD / Hourly
We are seeking On-Line Tool Support Professionals to serve as the first point of contact for web-based tool support. This role supports clients and advisors through a high-volume inbound call environment, providing troubleshooting, education, and resolution for technical issues.Position OverviewThis role serves as the first point of contact for web-based tool support. You will assist clients and advisors in a inbound call environment, providing:<ul><li>Technical troubleshooting </li><li>Customer education </li><li>Issue resolution </li></ul>What They’re Looking For<ul><li>Strong personality and positive attitude </li><li>Highly process-oriented (technical skills can be taught) </li><li>Quick learner who can adapt easily </li><li>Strong customer service presence (internal + external) </li><li>Excellent communication and soft skills </li><li>Critical thinking and ability to problem-solve in real time </li><li>The “it factor” - someone who stands out and engages well </li></ul>Note: Call center experience is helpful but not required.
2026-04-02T00:00:00Z

Customer Service Representative

Minneapolis, MN
onsite
Contract / Temporary to Hire
19.7885 - 22.913 USD / Hourly
We are looking for a dedicated Customer Service/Logistics Representative to join our team in Bloomington, Minnesota. This Contract to permanent position offers an excellent opportunity to provide exceptional service to customers while developing your skills in a fast-paced environment. The role focuses on handling inquiries, managing orders, and ensuring customer satisfaction through effective communication.Key Responsibilities <ul><li>Track and organize all warehouse inventory for multiple client accounts, including custom and stored trade-show exhibits</li><li>Accurately pick, pack, and ship orders; ensure timely delivery based on tradeshow or client deadlines</li><li>Enter and maintain orders within Exhibit Force system and MS Office Suite</li><li>Communicate with clients via phone and email (in-person interaction is rare)</li><li>Proactively troubleshoot and resolve issues with clients such as damaged products, shipment delays, and client dissatisfaction, offering creative solutions as needed</li><li>Monitor schedules to guarantee products arrive on time </li><li>Assist with general office and warehouse duties</li></ul>
2026-04-03T00:00:00Z

Customer Service Representative

Minneapolis, MN
onsite
Contract / Temporary to Hire
20.9 - 24.2 USD / Hourly
We are looking for a motivated and detail-oriented Customer Service Representative to join our team on a contract with potential for permanent employment. This role is based in Shakopee, Minnesota, and offers an excellent opportunity to contribute to the manufacturing industry by providing exceptional customer support. The ideal candidate will excel in handling inquiries, processing orders, and resolving customer concerns efficiently. Responsibilities:• Respond to customer inquiries regarding order status, delivery timelines, product specifications, and warranty information.• Process and fulfill orders for stock products and accessories with accuracy and timeliness.• Document customer interactions and complaints in the company’s system, ensuring proper follow-up with relevant departments and providing updates to customers.• Investigate and resolve issues related to mis-shipments, financial discrepancies, and product history.• Handle special projects as assigned, ensuring deadlines and quality standards are met.
2026-04-03T00:00:00Z

Customer Service Representative

Eagan, MN
onsite
Temporary
18 - 25 USD / Hourly
We are seeking a dedicated Customer Service Representative to join our growing team. The successful candidate will be responsible for handling customer interactions, resolving inquiries and complaints, and ensuring the highest level of customer satisfaction. Responsibilities:<ul><li>Respond promptly to customer inquiries, handling and resolving customer complaints.</li><li>Maintain a record of customer interactions, comments, and complaints.</li><li>Follow-up on customer interactions.</li><li>Communicate and coordinate with internal departments.</li><li>Deliver excellent customer support and assist in the upgrade of our customer experience.</li><li>Handle incoming calls and emails with professionalism and active listening.</li><li>Provide accurate, appropriate, and immediate responses to all customer inquiries.</li><li>Analyze customer's needs and problem-solve as needed.</li><li>Learn about our product range and services to assist customers effectively.</li><li>Process orders, applications, and requests seamlessly.</li></ul>
2026-04-03T00:00:00Z

Client Support Associate

Edina, MN
onsite
Permanent
44000 - 52000 USD / Yearly
We are looking for a dedicated Client Support Associate to join our team in Bloomington, Minnesota. In this role, you will be responsible for assisting clients with inquiries, supporting program administration, and providing first-line technical support for our portals. This position requires excellent communication skills and the ability to manage multiple tasks efficiently while ensuring client satisfaction. Responsibilities:• Coordinate meetings with clients.• Provide technical support for for clients and internal departments.•Manage front desk dealing with clients coming in and answering phones.• Handle incoming client calls, responding to inquiries about account updates while ensuring issues are directed to the appropriate internal teams.• Collaborate closely with the client service team to ensure seamless handling of client requests and escalations.• Maintain a calm and detail-oriented approach when managing urgent or demanding client situations.• Assist clients with basic questions, providing contact information or instructions on using online resources as needed.• Perform light front desk duties, including greeting occasional visitors and managing administrative support tasks.• Help ensure smooth office operations by coordinating with various departments and maintaining organized workflows.• Take ownership of learning internal policies and procedures to provide accurate and effective assistance to clients.
2026-03-19T00:00:00Z

Customer Success Specialist

Champlin, MN
onsite
Permanent
45000 - 55000 USD / Yearly
We are looking for a dedicated Customer Success Specialist to join our team in Champlin, Minnesota. In this role, you will play a vital part in ensuring customer satisfaction by providing accurate information, responding to inquiries, and maintaining attentive relationships. This position offers the opportunity to collaborate with the sales team and contribute to a positive customer experience. Responsibilities: • Collaborate with the sales team to consistently meet customer service expectations and ensure satisfaction. • Provide detailed and accurate information on pricing, inventory availability, shipping costs, and delivery timelines. • Handle customer inquiries, prepare quotations, and initiate purchase orders with precision. • Process orders, changes, and returns in accordance with company policies and procedures. • Foster strong relationships with customers by delivering friendly and attentive support. • Calculate pricing, discounts, shipping fees, and sales margins efficiently. • Investigate and resolve customer concerns such as product quality issues or shipment delays. • Recommend additional products and services to customers and close sales opportunities. • Perform administrative tasks, including maintaining customer records and organizing order documentation.
2026-04-03T00:00:00Z

Customer Service/Call Center Representative

Minneapolis, MN
onsite
Temporary
17 - 19 USD / Hourly
Are you a highly motivated professional with strong communication skills and a passion for delivering exceptional customer service? Our team in Minneapolis is seeking an onsite Call Center / Customer Service Representative to provide outstanding support to our valued customers! Key Responsibilities:<ul><li>Handle inbound and outbound customer calls, ensuring a positive customer experience</li><li>Provide accurate information regarding products, services, and policies</li><li>Resolve customer issues and inquiries efficiently and courteously</li><li>Accurately document all interactions and maintain customer records in our database</li><li>Meet individual and team performance metrics for customer satisfaction, response times, and quality</li></ul>
2026-03-20T00:00:00Z