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Account Services Associate Jobs in Racine, WI (NOW HIRING)

Russell Investments

PMA Services Associate

Milwaukee, WI · On-site

$55K - $60K/yr

As a PMA Operational & Service Associate (PMA Services Associate), you will play a crucial role in ... Responsible for tracking opened and pending accounts * Maintaining and storing documents related to ...

Russell Investments

PMA Services Associate

Milwaukee, WI · On-site

$55K - $60K/yr

As a PMA Operational & Service Associate (PMA Services Associate), you will play a crucial role in ... Responsible for tracking opened and pending accounts * Maintaining and storing documents related to ...

Von Maur

CUSTOMER SERVICE COUNTER

Brookfield, WI · On-site

As a Customer Service Counter Associate , you keep the store connected as a reliable source for ... Provide customer charge account services, including opening accounts, accepting payments, and ...

Great Lakes Industrial

Inside Sales Associate

Glendale, WI · On-site

$65K - $70K/yr

Inside Sales Associate * Location: Great Lakes Headquarters - 6150 N Flint Rd, Milwaukee, WI 53209 ... account service. * Proactively grow assigned account revenue through outbound calls, emails, and ...

Great Lakes Industrial

Inside Sales Associate

Glendale, WI · On-site

$65K - $70K/yr

Inside Sales Associate * Location: Great Lakes Headquarters - 6150 N Flint Rd, Milwaukee, WI 53209 ... account service. * Proactively grow assigned account revenue through outbound calls, emails, and ...

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All JobsAccount Services Associate JobsAccount Services Associate Jobs in Racine, WI

Account Services Associate information

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How much do account services associate jobs pay per hour?

As of Jul 24, 2026, the average hourly pay for account services associate in Racine, WI is $20.70, according to ZipRecruiter salary data. Most workers in this role earn between $19.86 and $23.46 per hour, depending on experience, location, and employer.

How does an Account Services Associate typically collaborate with other departments to support client needs?

As an Account Services Associate, you'll frequently work with teams such as sales, marketing, and customer support to ensure client requests are addressed efficiently. You may coordinate with the sales team to clarify client requirements, relay feedback to product or service teams, and work with billing or finance for account-related inquiries. Effective communication and organization are key, as you'll often act as a liaison to help resolve issues and ensure a seamless client experience. This collaborative environment helps you build a broad understanding of company operations while contributing directly to client satisfaction.

What are the key skills and qualifications needed to thrive as an Account Services Associate, and why are they important?

To thrive as an Account Services Associate, you need strong customer service skills, attention to detail, and a background in business or communications, often supported by a relevant degree. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is typically required. Excellent interpersonal skills, problem-solving abilities, and the capacity to manage multiple tasks efficiently help professionals stand out in this role. These skills ensure effective client support, accurate account management, and contribute to overall customer satisfaction and retention.

What does an Account Services Associate do?

An Account Services Associate typically supports client accounts within a company, assisting with tasks such as managing client inquiries, processing account requests, maintaining accurate records, and coordinating with internal teams to ensure client satisfaction. They play a key role in resolving issues, updating account information, and facilitating communication between clients and the business. This position often requires strong organizational, communication, and problem-solving skills to meet client needs efficiently.

What does an account associate do?

An account services associate manages client accounts by providing support, addressing inquiries, and ensuring customer satisfaction. They often handle account updates, troubleshoot issues, and use customer relationship management (CRM) tools to maintain accurate records and foster positive client relationships.

What is the role of an accounting services associate?

An accounting services associate is responsible for supporting financial record-keeping, processing transactions, and assisting with account reconciliations. They often use accounting software and require attention to detail to ensure accuracy in financial data management.

What is an account service associate?

An account services associate is a professional responsible for managing client accounts, providing support, resolving issues, and ensuring customer satisfaction. They often use customer relationship management (CRM) tools and require strong communication and organizational skills to handle client needs effectively.

What are the duties of an account associate?

An account services associate is responsible for managing client accounts, addressing customer inquiries, processing transactions, and ensuring client satisfaction. They often use customer relationship management (CRM) tools and need strong communication and organizational skills to maintain positive client relationships and support sales or service goals.
What cities near Racine, WI are hiring for Account Services Associate jobs? Cities near Racine, WI with the most Account Services Associate job openings:
Account Services Associate jobs near you
PMA Services Associate

PMA Services Associate

Russell Investments

Milwaukee, WI • On-site

$55K - $60K/yr

Full-time

Medical, Retirement, PTO

Posted 29 days ago

Job description

Salary Range:
$55,000 USD - $60,000 USD
Specific compensation will be based on candidate's experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments, salary is just one part of our compensation package. Our total rewards approach includes participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs. In addition, the successful candidate for this role has the ability to earn sales incentives based on activity, revenue, cashflow generation, or other performance criteria.
Job Description:
Every day, we seek to improve financial security for people. By joining our Internal Sales & Services team, you will become part of a dedicated and supportive group that believes in the importance of our work for both clients and investors.
As a PMA Operational & Service Associate (PMA Services Associate), you will play a crucial role in maintaining the relationship between Russell Investments, various financial sponsors, and our partnering platform provider regarding the Personalized Managed Accounts (PMA) program.
This position is based in Milwaukee, Wisconsin, and requires working in-person at our office. This role provides opportunities for career growth with a clear pathway for your professional development at Russell Investments. If you are interested in financial markets and would like to learn more about financial services, we encourage you to apply!
Your Core Responsibilities:
  • Communication between Russell Investments, our platform provider, and various sponsors
  • Troubleshooting issues between our platform provider, Russell Investments, and sponsors
  • Perform corporate action elections as directed
  • Support Russell Investments' sales team and/or advisors regarding client onboarding functions, including but not limited to:
    • Reviewing client documentation to ensure completeness
    • Troubleshooting when there are discrepancies in the documentation and/or data
    • Regularly monitoring PMA Services inbox
  • Creating and updating onboarding and maintenance forms
  • Proactive communication (phone and email) to financial advisors to assist with onboarding and maintenance of client accounts
  • Responsible for tracking opened and pending accounts
  • Maintaining and storing documents related to onboarded client accounts
  • Liaison between portfolio trading team and our sales team and/or clients
  • Other duties as required

Your Expertise:
  • BS / BA degree. Accounting, Business, Finance, preferred.
  • 1-2 years of relevant working experience in an investment management, custody or fund administration environment is preferred.
  • Licensing required within 6 months of hire date (SIE, Series 7 and 66 sponsorship available)
  • Separately Managed Account knowledge is a plus
  • Previous experience within financial industry or an interest in learning more
  • Previous experience in an operational capacity with account openings, transactions, etc.
  • Proficiency with Microsoft Office suite
  • Proficiency with DocuSign
  • High attention to detail
  • Solves and analyzes problems effectively, with a process for decision making.
  • Evaluates problems via systems thinking, sees downstream affects, identifies future implications across a process to help prioritize solutions.
  • Ability to communicate clearly and build trusted relationships with others.
  • Ensures the (external or internal) client's perspective is a driving force behind their decisions and actions.
  • Demonstrated ability to be a collaborative team player with the ability to interact well with all levels of internal and external personnel and adapt to rapidly changing requirements.

This role is not eligible for employment-based immigration sponsorship. Applicants must be legally authorized to work in the United States without employer sponsorship, now or in the future.
Equal Employment Opportunity
Russell Investments is committed to providing equal employment opportunities for all associates and employment applicants regardless of race, religion, ancestry, creed, color, gender (including gender identity which refers to a person's actual or perceived sex, and includes self-image, appearance, behavior or expression, whether or not different from that traditionally associated with a person's biological sex), age, national origin, citizenship status, disability, medical condition, military status, veteran status, marital status, sexual orientation, past or present unemployment status , or any other characteristic protected by law.

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