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Account Services Associate Jobs in Sun Prairie, WI

Lake Ridge Bank

Client Service Associate

Middleton, WI · On-site

$15 - $20.50/hr

The Client Service Associate (Teller) provides extraordinary service to internal and external ... Provide a variety of account services to consumer and business clients, including: processing ...

Lake Ridge Bank

Client Service Associate

Middleton, WI · On-site

$15 - $20.50/hr

The Client Service Associate (Teller) provides extraordinary service to internal and external ... Provide a variety of account services to consumer and business clients, including: processing ...

Lake Ridge Bank

Client Service Associate

Middleton, WI · On-site

$15 - $20.50/hr

The Client Service Associate (Teller) provides extraordinary service to internal and external ... Provide a variety of account services to consumer and business clients, including: processing ...

Lake Ridge Bank

Client Service Associate

Middleton, WI · On-site

$15 - $20.50/hr

The Client Service Associate (Teller) provides extraordinary service to internal and external ... Provide a variety of account services to consumer and business clients, including: processing ...

NFP Corp

Associate, Client Service

Madison, WI · On-site

$50K - $58K/yr

Process account onboarding, including preparation of Advisory Agreements and custodial account agreements * Manage custodial inquiries and account maintenance through resolution, including retirement ...

Aon

Associate, Client Service

Madison, WI · On-site

$50K - $58K/yr

... services - empowering clients to navigate complexity with clarity and confidence. With over 1,200 ... Process account onboarding, including preparation of Advisory Agreements and custodial account ...

NFP

Associate, Client Service

Madison, WI · On-site

$50K - $58K/yr

Process account onboarding, including preparation of Advisory Agreements and custodial account agreements * Manage custodial inquiries and account maintenance through resolution, including retirement ...

NFP Corp

Associate, Client Service

Madison, WI

$50K - $58K/yr

Process account onboarding, including preparation of Advisory Agreements and custodial account agreements * Manage custodial inquiries and account maintenance through resolution, including retirement ...

NFP Corp

Associate, Client Service

Madison, WI · On-site

$50K - $58K/yr

Process account onboarding, including preparation of Advisory Agreements and custodial account agreements * Manage custodial inquiries and account maintenance through resolution, including retirement ...

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Account Services Associate information

See Sun Prairie, WI salary details

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How much do account services associate jobs pay per hour?

As of Aug 8, 2026, the average hourly pay for account services associate in Sun Prairie, WI is $21.48, according to ZipRecruiter salary data. Most workers in this role earn between $20.58 and $24.33 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?

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.

Is a degree needed to be an account services associate?

A degree is not always required to become an account services associate, but many employers prefer candidates with a high school diploma or equivalent. Relevant skills such as customer service, communication, and familiarity with account management tools can be more important than formal education. Certifications or training in finance or customer relations can also enhance job prospects.

What is an account services 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.
What cities near Sun Prairie, WI are hiring for Account Services Associate jobs? Cities near Sun Prairie, WI with the most Account Services Associate job openings:
Account Services Associate jobs near you
Infographic showing various Account Services Associate job openings in Sun Prairie, WI as of June 2026, with employment types broken down into 2% As Needed, 57% Full Time, 39% Part Time, 1% Temporary, and 1% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $44,674 per year, or $21.5 per hour.

Client Services Associate - Middleton, WI

Savant Insights

Middleton, WI • On-site

$57K - $76K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted yesterday

New

Job description

Make an impact where relationships matter. As a Client Services Associate, you'll play a key role in delivering an exceptional client experience by partnering with financial advisors and supporting clients through every stage of their financial journey. If you're organized, client-focused, and eager to grow your career, we'd love to connect with you.
As a Client Services Associate, you'll serve as a key partner to both Advisors and clients, helping create a seamless and exceptional client experience. In this role, you'll manage a variety of responsibilities, including office administration, preparing client paperwork, processing client requests, coordinating meetings, managing incoming calls, and ensuring everything is in place for successful client interactions. Success in this position requires strong communication skills, the ability to multitask and troubleshoot with confidence, and a positive, client-centric approach to every interaction.
*Clients may include individuals, households, or external advisors utilizing our Turnkey Asset Management Program (TAMP) services.
The Client Services Associate can expect to focus in the following areas:
  • Provides first line of contact with clients and prospects with a professional approach.
  • Troubleshoots problems, schedules, and organizes meetings, serves as a liaison between Advisors and Clients as needed.
  • Meets routine client needs in a timely manner and understands Savant's unique philosophies.
  • Manages client information-prepares client reports, submits and follows up on necessary paperwork, regularly updates Salesforce.
  • Utilizes technology to perform a variety of tasks including populating and maintaining Salesforce information regarding clients and documents all client interactions.
  • Supports account opening process with Savant for all prospects and clients in a seamless way.
  • Knowledgeable of various custodial relationships and able to navigate complexities in a simple way working with clients.
  • Facilitate completion of all client applications and transfer documents.
  • Proofreads reports, documentation, and electronic data for errors.
  • Assembles materials for client meetings.
  • Utilizes Salesforce to complete both client and internal requests.
  • Professionally answers and directs incoming telephone calls.
  • Professionally greets and assists office visitors while maintaining office, lobby, and conference room cleanliness.
  • Assists in coordinating RSVPs, planning, and set-up for events in area.
  • Prepares for upcoming meetings including preparing reports and confirming next-day appointments.
  • Serves as back up to others within Client Services as needed.
  • Maintains team approach by assisting and filling in for others as requested.

A couple things to note about this position:
  • This position based out of our office in Middleton, WI.
  • The schedule for this role is Monday - Friday 8:00am - 5:00pm.

The Client Services Associate position typically requires the following qualifications:
  • Bachelor's or Associate's Degree from accredited college or university preferred
  • Minimum 2+ years of proven success in a client services/administrative support function in the field of financial services, banking, or insurance

What Sets Savant Apart
  • Collaborative, integrated model across advisory, tax, and planning-no silos
  • Growth-oriented firm, offering meaningful opportunities for career development and long-term impact
  • Values-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership
  • Majority employee-owned, giving our team a shared stake in our long-term success

The Perks
At Savant, we invest in our people-supporting both their well-being and long-term growth.
We take a market-based approach to compensation. The expected base salary range for this role is $57,000 - $76,000 annually with final pay determined by experience, skills, and location. This role may also be eligible for additional incentive compensation based on responsibilities and performance.
Our Total Rewards
Core Benefits (Effective Day One):
  • Medical, dental, and vision coverage with multiple plan options
  • Health Savings Account (HSA) or Flexible Spending Account (FSA)
  • Company-paid life insurance, AD&D, and disability coverage

Financial & Long-Term Rewards:
  • 401(k) with company match (Roth and Traditional options)
  • Team-based incentive opportunities and recognition programs

Time Away & Flexibility:
  • Generous paid time off, plus at least 10 paid holidays
  • Annual "Savantiversary" day
  • Summer Hours (shorter work weeks during the summer)
  • Parental leave, personal leave, and other life-event support

Well-Being & Everyday Perks:
  • Employee Assistance Program (EAP)
  • Wellness reimbursements (e.g., gym memberships)
  • Flexible "Dress for Your Day" approach

We're happy to share more details about our benefits and total rewards during the hiring process.
Take your career to new heights, apply today!
All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.
Savant Capital LLC, is an Equal Opportunity Employer

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