Jobs in the United States

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Added 2 mins ago
Associate Data and Cost Modeling Analyst - Government Estimating
The Boeing Company
Hazelwood, MO
The Boeing Company is seeking an Associate Data and Cost Modeling Analyst - Government Estimating to join the Analytics & Data Intelligence team in Hazelwood, MO.
Added 2 mins ago
Bakery Clerk
Albertsons Companies
SAN DIEGO, CA · San Diego, CA
The Bakery Clerk plays a key role in the day to day bakery operations. This position involves preparing dough, glazing pastries, and assisting with baking tasks from start to finish.…
Added 2 mins ago
Senior Assistant Deli Manager - $45 -$50K Salary + Qrtly Incentive & Benefits -Cosentino's Sun Fresh #156 10225 N. Oak Trafficway KCMO 64155
Cosentino's Food Stores
Kansas City, MO
…responsible for assisting the Deli Manager in all aspects of deli operations. This position requires a highly motivated individual with a strong background in deli food service, management,…
Added 2 mins ago
Assistant Bakery Manager - FT w/ Benefits - Cosentino's Sun Fresh #156 - New Mark 10225 N. Oak Trafficway KCMO 64155
Cosentino's Food Stores
Kansas City, MO
…with a passion for baking and a strong understanding of bakery operations. The ideal candidate will possess excellent leadership and communication skills, a commitment to food safety and…
Added 3 mins ago
PV
Clerk of the Board
Pleasant Valley Recreation and Park District
Camarillo, CA
- $34.36 to $44.8 USD / hour
…play a key role in supporting the District’s administrative operations and governing Board by coordinating the preparation, review, and distribution of Board agendas, staff reports, and…
Added 6 mins ago
Plant Manager
PRETIUM
Salt Lake City, UT
Associate's or Bachelor's degree in Engineering, Operations Management, Business, or a related field.
Added 12 mins ago
CAMPUS EXECUTIVE CHEF-University of Science and Arts of Oklahoma- CHICKASHA, OK
Compass Group, North America
CHICKASHA, OK
…for excellent campus dining, client relationships, and talent development. Working as the Executive Chef, you will be responsible for leading the kitchen operations while maintaining a safe…
Added 12 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 12 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 12 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 12 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 12 mins ago
Senior Director Project Mgmt
Ascension Health
Tulsa, OK
Directs all PMO staffing operations , overseeing hiring, performance evaluations, professional development, and resource allocation.
Added 12 mins ago
Coding Supervisor
Ascension Health
Tulsa, OK
Schedule: Full time, Day shift
Added 12 mins ago
Associate General Counsel
Saint Francis Health System
Tulsa, OK
Added 12 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 12 mins ago
Managing Director Generation Construction Management
American Electric Power
Tulsa, OK
Direct the development and execution of the AEP Contractor Safety Program.
Added 12 mins ago
Registered Nurse - Patient Aligned Care Team Coordinator
Veterans Affairs, Veterans Health Administration
Tulsa, OK
Selective Service Registration is required for males born after 12/31/1959
Added 12 mins ago
Regional VP, Operations & Finance (Regional CFO)
Humana
Oklahoma City, OK
Must reside in or be willing to relocate to Texas, Arkansas or Oklahoma (preferably TX)
Added 12 mins ago
Patient Safety Associate I (Drug Safety Associate I)
Parexel
Oklahoma City, OK
We are seeking a Patient Safety Associate I (Pharmacovigilance Associate, Drug Safety Associate) to join our team. This role supports critical patient safety and pharmacovigilance…
Added 12 mins ago
A
Accountant
Aerotek
Oklahoma City, OK
- $19.23 to $26.44 USD / hour
…business needs. The role focuses on managing daily accounting operations, maintaining accurate financial records, and supporting financial reporting for an established business. You will…
Added 15 mins ago
Temporary Sales Associate
Tapestry, Inc.
Concord, NC
The Sales Associate is the front‑line ambassador of the Coach brand. You will deliver an elevated, personalized shopping experience, meet personal and store sales goals, and support daily…
Added 16 mins ago
Registered Nurse Case Manager
Southeast Alaska Regional Health Consortium
Sitka, AK · JPL
Direct Hire must have applied for an Alaska nursing license at time of hire · Agency staff must have an active Alaska license
Added 16 mins ago
Associate Director, Engineering AI (Onsite)
RTX
United States
Qualifications You Must Have:
Added 16 mins ago
Associate Director, Government Relations (Onsite)
RTX
United States
Qualifications You Must Have:
Added 18 mins ago
EW
Assistant Site Manager II - Clean Express Auto Wash
Express Wash Concepts LLC
Pittsburgh, PA
- $22 USD / hour
Ongoing training and professional development

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