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Associate Client Partner Jobs in Wisconsin (NOW HIRING)

Lake Ridge Bank

Client Support Manager

Waunakee, WI · On-site

Partner with internal departments to resolve complex client issues and enhance service delivery ... Associate's degree in business, Finance, or related field or equivalent experience. * 5+ years of ...

Lake Ridge Bank

Client Support Manager

Waunakee, WI

Partner with internal departments to resolve complex client issues and enhance service delivery ... Associate's degree in business, Finance, or related field or equivalent experience. * 5+ years of ...

Lake Ridge Bank

Client Support Manager

Waunakee, WI · On-site

Partner with internal departments to resolve complex client issues and enhance service delivery ... Associate's degree in business, Finance, or related field or equivalent experience. * 5+ years of ...

Unity Bank

Client Teller Associate

Augusta, WI · On-site

$15.21 - $19.02/hr

We're more than a bank--we're a community partner. When clients choose Unity, they invest in local ... The Client Teller Associate is responsible for delivering exceptional client experience by handling ...

Lake Ridge Bank

Client Support Representative

Waunakee, WI · On-site

$16.75 - $22.25/hr

Provide support for bill pay services and manage basic partner care responsibilities. * Assist with ... Associate's degree in Business, Accounting, Finance and/or 1-2 years of experience within a ...

Lake Ridge Bank

Client Support Representative

Waunakee, WI

$16.75 - $22.25/hr

Provide support for bill pay services and manage basic partner care responsibilities. * Assist with ... Associate's degree in Business, Accounting, Finance and/or 1-2 years of experience within a ...

Lake Ridge Bank

Client Support Representative

Evansville, WI · On-site

$16 - $21.25/hr

Provide support for bill pay services and manage basic partner care responsibilities. * Assist with ... Associate's degree in Business, Accounting, Finance and/or 1-2 years of experience within a ...

Lake Ridge Bank

Client Support Representative

Waunakee, WI · On-site

$16.75 - $22.25/hr

Provide support for bill pay services and manage basic partner care responsibilities. * Assist with ... Associate's degree in Business, Accounting, Finance and/or 1-2 years of experience within a ...

Lake Ridge Bank

Client Support Representative

Evansville, WI · On-site

$16 - $21.25/hr

Provide support for bill pay services and manage basic partner care responsibilities. * Assist with ... Associate's degree in Business, Accounting, Finance and/or 1-2 years of experience within a ...

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All JobsAssociate Client Partner JobsAssociate Client Partner Jobs in Wisconsin

Associate Client Partner information

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

To thrive as an Associate Client Partner, you need a solid understanding of client relationship management, business development, and consultative sales, often supported by a bachelor’s degree in business or a related field. Familiarity with CRM software, data analytics tools, and project management systems is typically expected. Strong interpersonal communication, problem-solving abilities, and a client-focused mindset help individuals excel in this role. These skills and qualities are crucial for building lasting client partnerships, driving business growth, and ensuring client satisfaction.

What are the main challenges Associate Client Partners typically face when managing client relationships?

Associate Client Partners often encounter the challenge of balancing client expectations with the company's capabilities and resources. Navigating complex stakeholder dynamics, ensuring timely communication, and proactively addressing issues before they escalate are key aspects of the role. Additionally, they must stay updated on industry trends to provide strategic insights and value to clients while collaborating closely with internal teams like sales, marketing, and delivery. Successfully overcoming these challenges requires strong interpersonal skills, adaptability, and a solutions-oriented mindset.

What is the difference between Associate Client Partner vs Account Manager?

AspectAssociate Client PartnerAccount Manager
Required CredentialsBachelor's degree, experience in client management, industry-specific knowledgeBachelor's degree, customer service or sales experience
Work EnvironmentCollaborates with sales, marketing, and client teams; strategic focusManages client accounts, handles day-to-day client interactions
Employer & Industry UsageUsed in consulting, technology, and professional services firmsCommon across various industries including tech, finance, and retail
Search & Comparison IntentUnderstanding strategic client roles, career progressionManaging client relationships, sales growth

The Associate Client Partner typically focuses on building strategic relationships and driving long-term client success, often requiring industry-specific knowledge and a strategic mindset. In contrast, an Account Manager handles daily client interactions, ensuring satisfaction and retention. Both roles are vital in client-facing industries but differ in scope and responsibilities.

What does an associate partner do?

An associate client partner is responsible for managing client relationships, understanding their needs, and ensuring the delivery of services or solutions that meet those needs. They often coordinate with internal teams, develop strategic plans, and work to grow the client account, requiring strong communication and relationship management skills.

What is an Associate Client Partner?

An Associate Client Partner is a professional who supports and manages client relationships for a company, often acting as a liaison between the client and internal teams. Their main responsibilities include understanding client needs, facilitating communication, and ensuring the successful delivery of products or services. They also assist in developing strategies to grow client accounts and help resolve any issues that arise. Typically, this role is found in industries like consulting, technology, and marketing, and serves as a stepping stone to more senior client partner positions.
What job categories do people searching Associate Client Partner jobs in Wisconsin look for? The top searched job categories for Associate Client Partner jobs in Wisconsin are:
What cities in Wisconsin are hiring for Associate Client Partner jobs? Cities in Wisconsin with the most Associate Client Partner job openings:
Associate Client Partner jobs near you
Infographic showing various Associate Client Partner job openings in Wisconsin as of June 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, 1% Temporary, and 1% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution.

Client Support Manager

Lake Ridge Bank

Waunakee, WI • On-site

Full-time

Posted 5 days ago

Job description

Join Lake Ridge Bank as a Client Support Manager! This role is in office 5 days a week with flexibility to have the home office be Evansville or Waunakee!
The Client Support Manager leads the Client Support team to deliver exceptional and consistent client experiences across phone, chat, and digital channels. This role is responsible for driving service excellence, strengthening client relationships, and ensuring efficient operations through strong leadership, performance management, and continuous improvement.
Leadership & Team Development
  • Provide direct leadership, coaching, and development to Assistant Manager and the Client Support team.
  • Establish and monitor performance expectations, service standards, and productivity goals.
  • Implement structured coaching, including regular one-on-ones, performance feedback, and development training.
  • Foster a collaborative, high-performing team environment focused on accountability, engagement, and continuous improvement.
  • Conduct call, chat, and interaction reviews to reinforce service quality and elevate client experience.
  • Serve as a role model for professionalism, leadership, and service while reinforcing Lake Ridge Bank's Mission, Vision, and Values.

Client Relationship Development and Management
  • Lead the strategy and execution of client interactions to ensure consistent, high-quality experience across all channels.
  • Reinforce service standards and conversation frameworks to strengthen client relationships.
  • Identify opportunities to deepen client relationships through relevant products and services.
  • Monitor client trends, feedback, and service metrics to continuously improve client experience.
  • Partner with internal departments to resolve complex client issues and enhance service delivery.

Operations and Performance Management
  • Oversee daily Client Support operations, ensuring efficient workflow and appropriate staffing.
  • Manage scheduling and real-time service levels to meet call and client demand.
  • Develop and monitor key performance indicators (KPIs) including service levels, call volume, quality, and client satisfaction.
  • Produce regular reporting with insights, trends, and recommendations to improve performance.
  • Ensure compliance with all bank policies, procedures, and regulatory requirements.

Quality Assurance, Reporting and Continuous Improvement
  • Lead a structured quality assurance program, including call monitoring and evaluation of service quality, accuracy, and compliance.
  • Partner with leaders to ensure consistent coaching, documentation, and follow through.
  • Leverage data and insights to identify performance gaps and drive process improvements
  • Support forecasting and planning to align staffing with demand.

Technology, AI, and Innovation
  • Lead adoption and effective use of client support technologies, automation, and AI tools.
  • Utilize available tools and insights to support coaching, quality monitoring, and decision-making.
  • Partner with internal teams to evaluate and implement enhancements that improve efficiency and client experience.

Adhere to all Bank Security/Compliance Regulations
  • Complete all annual bank security and compliance training.
  • Adhere to Bank Security/compliance and policy guidelines for Retail Department.
  • Maintain confidentiality of customer information at all times.
  • Stay current on all compliance regulations required through training and education.

Other Responsibilities
  • Implement and lead adoption of new processes and improvements.
  • Participate in bank and department meetings.
  • Represent the bank in professional and community activities.
  • Actively participate in training programs to stay updated on industry trends and technologies.
  • Partners effectively across all levels of the organization and develop positive working relationships.
  • Continually develop knowledge, skills, and abilities through internal and external training programs.
  • Perform all other duties as assigned or requested.

Requirements
  • Associate's degree in business, Finance, or related field or equivalent experience.
  • 5+ years of experience in banking or financial services, including leadership experience.
  • Strong knowledge of retail banking products, digital services, and client support operations.
  • Demonstrated ability to lead teams, analyze performance metrics, and drive operational improvements.
  • Exceptional interpersonal and communication skills to be able to interact and communicate with a diverse group of clients.
  • Demonstrated ability to represent the organization in a professional, positive manner.
  • Demonstrated problem solving skills with the ability to make independent decisions.
  • Strong organizational skills with the ability to prioritize multiple competing tasks and work in a fast-paced environment.
  • Strong attention to detail with excellent follow-up skills.
  • Advanced computer skills with working knowledge of software programs, such as Word, Excel, Microsoft Outlook and the Internet with ability and willingness to learn new software/programs.
  • Good accounting skills with the ability to work precisely with numbers and financial calculations.
  • Capability to maintain confidentiality of customer information.
  • Ability to speak, read, write, and understand English clearly.
  • Ability to represent the organization in a professional, positive manner.

Preferred Qualifications:
  • Bachelor's degree in business management, Finance, or similar field
  • Knowledge of banking regulations and compliance requirements.

Lake Ridge Bank values a diverse workforce and is an Affirmative Action/Equal Opportunity Employer.
Consistent with Lake Ridge Bank's commitment to employ and advance qualified individuals with disabilities, Lake Ridge Bank provides reasonable accommodation to apply for or perform a job. Some examples of reasonable accommodation include alternate methods to apply, providing documents in an alternate format, altering work procedures, specialized equipment or use of an interpreter. If an individual needs reasonable accommodations to apply or perform a job here at Lake Ridge Bank, please contact Human Resources at (608) 849-2700 or email us.

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