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Robert Half Logo Robert Half · Finance

Client Services Associate or Manager

United States, Minneapolis · Job Posted March 21, 2026
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Job Description

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.

Job Responsibility

  • 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

Requirements

  • Associate’s degree or higher preferred, or 5+ years of relevant experience in client services
  • Possession of Series 7, 66, and MN Life and Health Insurance License is preferred but not required
  • Willingness to pursue securities licensing
  • candidates must be eligible to work in the U.S.
  • Strong verbal and written communication skills, with a detail-oriented approach to engaging with clients, executives, and external partners
  • Proven ability to deliver exceptional client service and build strong relationships
  • Excellent organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment
  • Familiarity with investment advisory services, client administration, and capital markets
  • Demonstrated ability to work effectively both independently and collaboratively within a team

What we offer

  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan
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