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Associate Financial Services Jobs in Wisconsin (NOW HIRING)

Robert W Baird & Co

AFAT Advisor Associate

Milwaukee, WI · On-site

... service * Engage with associate clients and their immediate family by understanding their needs and providing education, financial planning and investment advice using our standard of care * Review ...

US.020 Houlihan Lokey Financial Advisors, Inc.

WI · On-site

$120 - $200/hr

HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. The firm provides innovative ...

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All JobsAssociate Financial Services JobsAssociate Financial Services Jobs in Wisconsin

Associate Financial Services information

See Wisconsin salary details

$14

$32

$68

How much do associate financial services jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for associate financial services in Wisconsin is $32.26, according to ZipRecruiter salary data. Most workers in this role earn between $20.87 and $34.71 per hour, depending on experience, location, and employer.

What is an associate financial services?

Associate Financial Services typically refers to entry-level or early-career professionals who support financial advisors, analysts, or managers in banks, investment firms, or other financial institutions. Their responsibilities may include client communications, preparing financial reports, conducting market research, and assisting with account management. Associates often gain foundational experience in financial products and services, compliance, and customer service. This role serves as a stepping stone to more advanced positions in finance, such as financial analyst or advisor.

What are the key skills and qualifications needed to thrive as an associate financial services?

To thrive as an Associate in Financial Services, you need strong analytical abilities, financial acumen, and a relevant degree such as finance, business, or economics. Familiarity with financial modeling tools, CRM systems, and proficiency in Excel are typically required, with certifications like the CFA or Series 7 often preferred. Excellent communication, attention to detail, and client relationship management skills set top performers apart. These skills are crucial for delivering accurate financial analysis, building trust with clients, and supporting the firm's strategic objectives.

What are some typical challenges faced by associate financial services professionals when managing client portfolios?

Associate Financial Services professionals often encounter challenges such as balancing multiple client needs, staying updated on market trends, and managing tight deadlines for reporting and compliance. They must also ensure clear communication with clients to explain complex financial concepts and recommendations. Collaboration with senior advisors and other departments is essential for delivering comprehensive solutions, and strong organizational skills help in managing diverse portfolios efficiently.

What is the difference between Associate Financial Services vs Financial Analyst?

AspectAssociate Financial ServicesFinancial Analyst
Required CredentialsBachelor's degree, possibly certifications like CFA or CFPBachelor's degree, often CFA or related certifications
Work EnvironmentFinancial institutions, banks, investment firmsCorporations, investment firms, banks
Employer & Industry UsageEntry-level role in finance sectorAnalyzing financial data, investment decisions

The main difference is that Associate Financial Services typically refers to entry-level roles supporting financial operations, while Financial Analysts focus on analyzing financial data to guide investment and business decisions. Both roles often require similar credentials and are found in similar environments, but their core responsibilities differ.

What are the most commonly searched types of Financial Services jobs in Wisconsin?

The most popular types of Financial Services jobs in Wisconsin are:

What cities in Wisconsin are hiring for Associate Financial Services jobs?

Cities in Wisconsin with the most Associate Financial Services job openings:

Associate Financial Services jobs near you
Infographic showing various Associate Financial Services job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $67,103 per year, or $32.3 per hour.

Financial Services - Accounts Receivable

ULINE

Pleasant Prairie, WI • On-site

$25 - $26/hr

Full-time

Medical, Retirement, PTO

Re-posted 29 days ago

Uline rating

8.2

Company rating: 8.2 out of 10

Uline

Based on 113 frontline employees who took The Breakroom Quiz

7.1

Company rating compared to similar companies: 7.1 out of 10

Retail wholesalers average

Based on 13,172 frontline employees who took The Breakroom Quiz

The best things about working at Uline

  • 100%

    100% say they get paid time off

    say they get paid time off

  • 98%

    98% say their health insurance is affordable

    say their health insurance is affordable

  • 81%

    81% say they get enough training

    say they get enough training

Featured by Uline, based on 113 Breakroom Quiz responses from their frontline employees

Job description

Financial Services - Accounts Receivable
Pay from $25 to $26 per hour with significant growth and earning potential!
Corporate Headquarters
12575 Uline Drive, Pleasant Prairie, WI 53158
Uline is the leading distributor of shipping, industrial and packaging materials business. We're hiring a Financial Services - Accounts Receivable Associate to help support our success! If you're a dedicated and ambitious finance professional, Uline is an excellent place to grow your career.
Careers Packed with Potential. Backed by 45+ years of success, Uline offers opportunities to grow your career with stability you can count on.
Position Responsibilities
  • Manage an assigned portfolio of customer accounts, building relationships via phone and email.
  • Resolve past-due balances by identifying root causes and partnering with customers on payment solutions.
  • Maintain accurate account records, documenting collection activity and customer interactions.
  • Collaborate with Cash Applications, Credit, Customer Service and Sales teams to reduce aging and minimize bad debt.

Minimum Requirements
  • High school diploma or equivalent. Bachelor's degree preferred.
  • 1+ years of collections, accounts receivable or customer service experience preferred.
  • Bilingual (English / Spanish) a plus.
  • Working knowledge of Microsoft Word and Excel.
  • Strong communication skills with a customer-focused, solution-oriented mindset.

Benefits
  • Complete health insurance coverage and 401(k) with 6% employer match that starts day one!
  • Multiple bonus programs.
  • Paid holidays and generous paid time off.
  • Tuition Assistance Program that covers professional continuing education.

Employee Perks
  • On-site café and first-class fitness center with complimentary personal trainers.
  • Over four miles of beautifully maintained walking trails.

About Uline
Uline, a family-owned company, is North America's leading distributor of shipping, industrial, and packaging materials with over 9,800 employees across 14 locations.
Uline is a drug-free workplace. All new hires must complete a pre-employment hair follicle drug screening. All positions are on-site.
EEO/AA Employer/Vet/Disabled
#LI-CD1
#CORP
(#IN-PPFIN3)
#ZR-HQFINHR
Our employees make the difference and we are committed to offering exceptional benefits and perks! Explore Uline.jobs to learn more!

Working at Uline

Perks for frontline workers

From Uline, via Breakroom

  • Complete health insurance coverage and 401(k) with 6% employer match that starts day one!

  • Multiple bonus programs.

  • Paid holidays and generous paid time off.

  • Tuition Assistance Program that covers professional continuing education.

  • Fitness center and walking trails at select locations.

  • In-house speakers, workshops and seminars.

What to expect from working at Uline

From Uline

About Uline, in their own words

From Uline

Uline, a family-owned business headquartered in Kenosha County, Wisconsin, is the leading distributor of shipping, industrial and packaging materials to businesses throughout North America.

What Uline employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Uline logo

About Uline

Sourced by ZipRecruiter

Uline is North America's leading distributor of shipping, industrial and packaging materials. We're a family-owned company known for incredible service, quality products and same-day shipping of our huge in-stock inventory. With over 9,000 employees across 13 locations, it's time you joined Uline.

Industry

Paper product wholesalers, trucking and wholesale

Company size

5,001 - 10,000 Employees

Headquarters location

Pleasant Prairie, WI, US

Social media

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