Senior Client Service AssociateGrant-Shannon • Minneapolis, MN, US
Senior Client Service Associate
Grant-Shannon • Minneapolis, MN, US
[job_card.variable_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]Experience in business development within professional services (investment banking, accounting, law, wealth management) Bachelor’s degree in finance, accounting, or marketing (3.5+ GPA preferred) Strong communication, organizational, and project management skills Proficiency in MS Office; detail-oriented and deadline-driven Professional presence and ability to handle confidential information Willingness to work hard and adapt during peak periods
Job Description
Job Description
Join our Corporate Finance team and play a key role in driving growth. In this role, you’ll support strategic marketing initiatives, build referral relationships, and engage directly with prospective clients. This role offers exposure to high-level deal activity and collaboration with senior professionals.
What You’ll Do :
- Develop and manage referral partner relationships (CPAs, attorneys, etc.)
- Coordinate outreach to prospective clients and prepare introductory materials
- Assist with client onboarding, due diligence, and marketing collateral
- Track projects, maintain CRM data, and prepare reports
- Support client presentations, proposals, and engagement letters
- Help plan conferences and events
What We’re Looking For :
This is an in-office role with occasional travel to conferences. If you’re looking to grow your career in Corporate Finance and thrive in a fast-paced, client-focused environment, we’d love to hear from you.
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