Jobs in the United States

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Added 1 min ago
Relationship Banker II - Lakewood Ranch Branch - Bradenton
Regions
Bradenton, FL
Added 1 min ago
Private Wealth Management Wealth Advisor
Regions
Naples, FL · Fort Myers, FL
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy…
Added 1 min ago
Data Products Partner
Regions
Birmingham, AL · Hoover, AL
Added 1 min ago
Relationship Banker II - East Athen Branch - Athens AL
Regions
Athens, AL
Added 1 min ago
Relationship Banker I - Pinecreek Branch
Regions
Pineville, LA
Added 1 min ago
Philanthropic Solutions Manager - JD, MBA
Regions
Birmingham, AL · Nashville, TN · Atlanta, GA
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy…
Added 1 min ago
Private Wealth Management Trust Advisor - JD, CPA, CTFA
Regions
Dallas, TX
Added 1 min ago
Private Wealth Management Wealth Advisor
Regions
Fort Worth, TX
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy…
Added 3 mins ago
W
Auto Care Center Technician
Walmart
CHICKASHA, OK
- $17 to $30 USD / hour
…is a rewarding place to work with opportunities for advanced associate training, business development, and application of…
Added 3 mins ago
W
Human Resources
Walmart
STILWELL, OK
- $19 to $32 USD / hour
Human Resource associates assist leadership with associate recruitment, hiring, staffing, development, succession planning, scheduling, attendance, and performance needs by identifying and…
Added 3 mins ago
CAMPUS EXECUTIVE CHEF-University of Science and Arts of Oklahoma- CHICKASHA, OK
Compass Group, North America
CHICKASHA, OK
Added 3 mins ago
HF
Retail Sales Manager
Harbor Freight Tools
Yukon, OK
- $24.25 to $26.68 USD / hour
Cross-train in all areas of store operations including Stocking/Sales associate duties, and responsibilities
Added 3 mins ago
HF
Retail Sales Supervisor
Harbor Freight Tools
Yukon, OK
- $18.5 USD / hour
Cross-train in all areas of store operations including Stocking/Sales associate duties, and responsibilities
Added 3 mins ago
Outpatient Mental Health Registered Nurse
Veterans Affairs, Veterans Health Administration
Bartlesville, OK
Selective Service Registration is required for males born after 12/31/1959
Added 3 mins ago
Assistant Nurse Manager
Veterans Affairs, Veterans Health Administration
Muskogee, OK
Selective Service Registration is required for males born after 12/31/1959
Added 4 mins ago
Revenue Cycle Manager
Ascension Health
Tulsa, OK
Schedule: Full time, Day shift
Added 4 mins ago
Telemetry Technician
Ascension Health
Tulsa, OK
Schedule: Full-time | Day shift · High School diploma equivalency OR 1 year of applicable cumulative job specific experience required
Added 4 mins ago
Licensed Practical Nurse Cardio Heart Rhythms
Ascension Health
Tulsa, OK
High School diploma equivalency OR 1 year of applicable cumulative job specific experience required
Added 4 mins ago
Senior Director Project Mgmt
Ascension Health
Tulsa, OK
…required, with 2 of those years being in leadership/management OR Associate's degree/Bachelor's degree with 3 years of applicable cumulative job specific experience required, with 2 of…
Added 4 mins ago
Coding Supervisor
Ascension Health
Tulsa, OK
Schedule: Full time, Day shift
Added 4 mins ago
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Optical Associate, Non-Certified – Sam’s Club
Walmart
TULSA, OK
- $20 to $28 USD / hour
…repairs. As needed and under guidance of the contracted or associate optometrist, completes patient appointments performs pre-testing, and records results. Embraces the utilization of new…
Added 4 mins ago
Family Medicine Physician
Ascension Health
Tulsa, OK
Ascension is a leading nonprofit Catholic health system with a culture and associate experience grounded in service, growth, care and connection. We empower our 99,000+ associates to bring…
Added 4 mins ago
Associate General Counsel
Saint Francis Health System
Tulsa, OK
Added 4 mins ago
Merrill Wealth Management Client Associate – Advisor Development Program: Oklahoma Market
Bank of America
Tulsa, OK
The Wealth Management Client Associate – Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a…
Added 4 mins ago
Technician
American Electric Power
Tulsa, OK
Associate Degree in Electrical/Electronic/Civil/ Mechanical Engineering Technology or related fields plus 2 years of related utility industry work experience; or a high school diploma or…

Bill Good Marketing

Client Service Associate

Bloomington, MN, United States

Salary: $60,000 - $72,000, depending on experience.

Apply on jobs.workable.com About employer

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Job details

Pay: Salary: $60,000 - $72,000, depending on experience.
Posting language: English
Posted: Nov 12, 2026

Original job description

Who We Are At Hance Financial, we are not just about growth; we're about fostering deep, lasting relationships with our clients and our community. Embedded in the heart of Bloomington, just outside Minneapolis, our culture is a reflection of the Minnesota spirit, and focuses on creating enduring connections and guiding our clients toward financial freedom. We stand as a flourishing, independent advisory firm. We're not just about reaching financial goals; we're about partnering with our clients through every life phase, offering customized, collaborative, and comprehensive financial planning. The Role We are seeking a Client Service Associate (CSA) who will play a critical role in ensuring smooth and seamless client interactions. This position is client-facing, requiring a strong mix of administrative, organizational, and relationship management skills. The CSA will be the go-to person for client requests, account administration, and operational support, ensuring clients receive the high level of service they expect from Hance Financial.

Key Responsibilities

Client Relations & Support

Serve as the first point of contact for client questions and concerns.
Provide a red carpet welcome for clients, ensuring they feel valued.
Build strong rapport with long-term clients and handle requests with patience. Administrative & Account Processing
Process and manage all client paperwork, ensuring accuracy and efficiency.
Open new accounts and ensure risk profiles and agreements are properly documented. Office & Scheduling Management
Maintain organization and efficiency in office operations.
Ensure advisors' time is maximized by handling client issues before they reach the advisor.
Assist in keeping track of action items and client follow-ups.

Who You Are

Client-Centric & Detail-Oriented: You prioritize client satisfaction and handle all interactions with professionalism and care.
Organized & Proactive: You thrive in a fast-paced environment and can manage multiple tasks efficiently.
Strong Communicator: You have excellent verbal and written communication skills, ensuring clarity in client interactions.
Tech-Savvy: Comfortable using CRM systems, Microsoft Office, and financial planning software.
Adaptable & Solutions-Oriented: You can problem-solve quickly and anticipate client needs before they arise. Preferred Qualifications
1+ years of experience in financial services or client relationship management.
Familiarity with financial advisory operations, account processing, and CRM systems.
Experience with Redtail CRM, Orion, or similar financial planning software (preferred but not required).
Strong ability to work both independently and collaboratively in a professional office environment.

Work Culture at Hance Financial We are a collaborative and client-focused firm that values long-term relationships and a high standard of service. Our culture is supportive, engaging, and fun, with plenty of opportunities for growth and professional development. Schedule & Compensation

Hours: Monday - Friday, 8:00 AM - 5:00 PM (No travel required).
Salary: $60,000 - $72,000, depending on experience.
Benefits: ○ 401(k) with employer matching ○ Employer-sponsored health benefits ○ Paid time off (PTO) ○ Covered parking for Minnesota winters ○ Onsite gym facilities ○ Onsite pickleball court ○ Company-sponsored lunches ○ Bonus opportunities Join us and grow not only in your career but also in your ability to make meaningful connections with our clients. We're excited to support your journey with comprehensive training and a supportive team environment. Be a part of our wealth-building journey in Bloomington and make a difference in our clients' lives at Hance Financial. Apply today!

Apply on jobs.workable.com About employer

More about this job

Skills

Scheduling
Communication skills
Microsoft Office
Financial planning
Adaptability

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Work requirements

Jobs in the United States