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Associate Client Advisor Jobs in Wisconsin (NOW HIRING)

Associate, Advisor

Madison, WI · On-site

$60K - $70K/yr

Our Advisor Associates works directly with Advisors to assist with the wealth management and ... Initiate and field client calls on various items (e.g., strategy ideas, account specific questions ...

Our Advisor Associates works directly with Advisors to assist with the wealth management and ... Initiate and field client calls on various items (e.g., strategy ideas, account specific questions ...

Client Service Associate

Madison, WI · On-site

$14.50 - $20.25/hr

In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members to ensure client service needs are met, providing a superior level of service and enhancing the client ...

The Associate Financial Advisor role partners closely with advisors to help grow and service a strategic client base, with areas of focus that may include financial planning, portfolio construction ...

Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and ... Use your administrative and operational skills to help our advisors manage and grow their business.

Client Service Associate

Madison, WI

$14.50 - $20.25/hr

In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members to ensure client service needs are met, providing a superior level of service and enhancing the client ...

Keller is hiring a Client Services Advisor ! Do you love helping others without being tied to a ... J. Keller & Associates, Inc. Click HERE to take a tour through three generations of this family ...

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Associate Client Advisor information

See Wisconsin salary details

$12

$26

$45

How much do associate client advisor jobs pay per hour?

As of Jun 30, 2026, the average hourly pay for associate client advisor in Wisconsin is $26.18, according to ZipRecruiter salary data. Most workers in this role earn between $18.70 and $30.10 per hour, depending on experience, location, and employer.

What is an Associate Client Advisor?

An Associate Client Advisor is an entry- to mid-level professional who supports senior client advisors or relationship managers in financial institutions, such as banks or wealth management firms. Their main responsibilities include assisting with client account management, preparing presentations or reports, handling client inquiries, and ensuring high levels of customer satisfaction. They often serve as a liaison between clients and the organization, helping to address client needs and maintain positive relationships. This role is a stepping stone to more senior advisory positions and provides valuable experience in client management and financial services.

What is the difference between Associate Client Advisor vs Client Advisor?

AspectAssociate Client AdvisorClient Advisor
Required CredentialsTypically a bachelor's degree; some certifications like CFP may be preferredSame as Associate Client Advisor, often with more experience or certifications
Work EnvironmentEntry-level or junior role within financial services firmsMore senior position with increased client interaction and responsibilities
Employer & Industry UsageCommonly used in banking, wealth management, and financial advisory firmsUsed across similar financial sectors, often as a step up from Associate

The main difference between an Associate Client Advisor and a Client Advisor lies in experience and responsibility level. The Associate role is typically entry-level, focusing on supporting client service tasks, while the Client Advisor handles more direct client interactions and decision-making. Both roles require similar credentials, but the Client Advisor usually has more experience and a broader scope of responsibilities.

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

To thrive as an Associate Client Advisor, you typically need a bachelor's degree in business or finance, strong analytical abilities, and a foundational understanding of wealth management principles. Familiarity with CRM systems, financial planning software, and regulatory compliance tools is often required. Excellent interpersonal skills, attention to detail, and effective communication set top performers apart in client interactions. These skills ensure high-quality client service, accurate financial advice, and the ability to build lasting client relationships in a competitive industry.

How does an Associate Client Advisor typically collaborate with senior advisors and other team members to support client relationships?

As an Associate Client Advisor, you will work closely with senior advisors, portfolio managers, and support staff to ensure seamless client service. Your role often involves preparing client meeting materials, conducting research, and following up on action items to support senior advisors in delivering tailored financial solutions. Collaboration is key, as you'll communicate regularly with various team members to coordinate client onboarding, resolve issues, and help implement investment strategies. This teamwork not only enhances client satisfaction but also provides valuable learning opportunities for your own professional growth.
What cities in Wisconsin are hiring for Associate Client Advisor jobs? Cities in Wisconsin with the most Associate Client Advisor job openings:

Senior Associate- Client Accounting Services, Real Estate

Bakertilly

Milwaukee, WI

Full-time

Posted 23 days ago


Job description

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visitbakertilly.comor join the conversation onLinkedIn,FacebookandInstagram.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description:

Are you ready for a new accounting challenge?Do you want to use your experience from public or private accounting in a new way?

Join Baker Tilly (BT) as a Senior Property Accountant with our growing outsourced Client Accounting Services practice! This is a great opportunity to be a valued business advisor property accounting services to multiple clients across the country. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. This is a hybrid position - located near one of our offices.

In this role, you will work in a cloudbased environmentand serve as a Senior Accounting Associatefor multiple clients across the country, working with a team ofprofessionalsto provide property accounting services to their businesses. Come and join a fast growing team, where we can offeryou variety in your client work to help you grow your skills and asteady schedule toallow for a healthy work/life balance!

You will enjoy this role if:

  • You are looking for your next challenge, crave variety where no day is the same and feel your skills and experience can be better utilized

  • You are comfortable using technology and would enjoy helping businesses become more automated through cloud based accounting solutions

  • You are looking to be part of a fast growing, innovative practice where your hard work and creativity can help us continue to build, improve and advance

  • You like a corporate accounting department schedule and environment, but also crave the investment in technology and training that an innovative CPA firm provides to accountants

What you will do:

The Senior Property Accounting Associate will handle accounting matters for various commercial/retail/hospitality assets. Responsibilities include, but are not limited to, the following:

  • Prepare and deliver monthly financial reporting package for each assigned property

  • Maintain accounting records for ownership entities holding real estate assets

  • Monitor compliance of certain ownership, debt and other agreements

  • Prepare annualized income and expense projections each month to assist Property Management and client in cash flow management and determining when investor approvals are required

  • Prepare and analyze periodic excess net cash flow distribution calculations

  • Prepare journal entries related to significant transactions such as acquisitions, dispositions, and financings

  • Prepare data to support the annual financial statement audit and preparation of tax returns

  • Assist in preparation and review of annual budget

  • Work alongside Property Management to prepare tenant reconciliation settlements in accordance with stipulated lease terms including, but not limited to, operating expenses, real estate taxes and utilities

  • Input and setup all new leases and lease renewals in property management software

  • Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs

  • Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients

  • Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals

  • Enjoy friendships, social activities and team outings that encourage a work-life balance

Qualifications

  • Bachelor's degree in accounting

  • Three+ (3)+ years of experience in commercial real estate or public accounting (with exposure to commercial real estate)

  • Development/Construction accounting background is preferred

  • Intermediate to advance with MS Office software/Excel

  • Experience with MRI or Yardi preferred

  • Excellent analytical, technical and problem solving skills, with strong attention to detail

  • Exceptional verbal and written communication, collaboration, and time management skills

  • Eligibility to work in the U.S., without sponsorship, highly preferred

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