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Client Associate Jobs in Wisconsin (NOW HIRING)

Royal Bank of Canada

Client Associate

Green Bay, WI · On-site

As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow ...

Royal Bank of Canada

Client Associate

Green Bay, WI · On-site

As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow ...

TravisMathew

Seasonal Client Associate - Mayfair

Wauwatosa, WI · On-site

$14.50 - $16.75/hr

The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability ...

US Bank

Centralized Client Associate

Milwaukee, WI

$22.50 - $30/hr

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and ...

NFP Corp

Associate, Client Service

Madison, WI

$50K - $58K/yr

The Client Service Associate supports advisor teams and clients through account operations, onboarding, and ongoing maintenance. This role builds foundational technical knowledge, develops client ...

Brewinc Events

Client Relations Associate

Madison, WI

$40K - $50K/yr

The Client Relations Associate serves as a key point of contact for clients, ensuring they receive exceptional service and support. This role focuses on building strong relationships, addressing ...

NFP Corp

Associate, Client Service

Madison, WI · On-site

$50K - $58K/yr

The Client Service Associate supports advisor teams and clients through account operations, onboarding, and ongoing maintenance. This role builds foundational technical knowledge, develops client ...

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All JobsClient Associate JobsClient Associate Jobs in Wisconsin

Client Associate information

See Wisconsin salary details

$18.7K

$51.4K

$76.2K

How much do client associate jobs pay per year?

As of Jul 13, 2026, the average yearly pay for client associate in Wisconsin is $51,441.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,400.00 and $62,600.00 per year, depending on experience, location, and employer.

What jobs pay 4000 a week without a degree?

A Client Associate role typically does not pay $4,000 a week without relevant experience or specialized skills. High-paying roles that can reach this level often involve sales, real estate, or financial services where commissions and bonuses are significant, but they usually require experience, certifications, or licensing. Most jobs paying this amount without a degree are in sales, entrepreneurship, or commission-based positions.

Is a client service associate a good job?

A client service associate is a role focused on assisting clients, managing accounts, and providing support within financial or service industries. It often requires strong communication skills, attention to detail, and familiarity with customer relationship management tools. The job can offer stable employment and opportunities for advancement, depending on the employer and industry.

What does a client associate do?

A client associate supports clients by managing accounts, providing information, and addressing inquiries. They often handle administrative tasks, use customer relationship management (CRM) tools, and ensure client needs are met efficiently within a financial or service environment.

How does a Client Associate typically collaborate with other teams within a financial services firm?

Client Associates frequently work alongside financial advisors, operations staff, and compliance departments to ensure seamless client service. They may coordinate account openings, process transactions, and assist with client inquiries, requiring strong communication and organizational skills. Collaboration is often facilitated through regular meetings, shared software platforms, and cross-departmental projects, making teamwork an essential aspect of the role. Adapting to different working styles and managing multiple priorities are common challenges that Client Associates navigate in this collaborative environment.

What are Client Associates?

Client Associates are professionals who support financial advisors or client relationship managers in delivering high-quality service to clients. They handle administrative tasks, prepare account paperwork, respond to client inquiries, and help manage client accounts. Their role ensures smooth communication between clients and the firm while allowing advisors to focus on providing financial guidance. Client Associates often work in banking, wealth management, or investment firms. The position requires strong organizational, communication, and customer service skills.

Is Associate the lowest position?

In many organizations, the title of Client Associate is an entry-level or junior position, but it is not necessarily the lowest role. Some companies have internships, assistants, or trainee roles that are considered lower, while others may have multiple levels of associates before reaching senior or managerial positions. Career progression often depends on experience, performance, and company structure.

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

To thrive as a Client Associate, you need strong organizational abilities, attention to detail, and foundational knowledge of financial products or client services, often supported by a relevant degree. Familiarity with CRM systems, financial software, and proficiency in Microsoft Office are typically required, and some firms may seek Series 7 or 63 licenses. Excellent communication, problem-solving skills, and a client-focused attitude help build trust and foster lasting client relationships. These capabilities ensure efficient client support, accurate processing of transactions, and contribute to overall client satisfaction and business success.

What is the difference between Client Associate vs Customer Service Representative?

AspectClient AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer finance or sales certificationsHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentFinancial institutions, investment firms, banksRetail, call centers, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, telecommunications, hospitality
Common Search & Comparison IntentUnderstanding roles in finance and client managementCustomer support and service roles

The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.

What are the most commonly searched types of Client jobs in Wisconsin? The most popular types of Client jobs in Wisconsin are:
What are popular job titles related to Client Associate jobs in Wisconsin? For Client Associate jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Wisconsin look for? The top searched job categories for Client Associate jobs in Wisconsin are:
What cities in Wisconsin are hiring for Client Associate jobs? Cities in Wisconsin with the most Client Associate job openings:
What are popular job titles related to Client Associate jobs in WI? For Client Associate jobs in WI, the most frequently searched job titles are:
Client Associate jobs near you
Client Associate

Client Associate

Royal Bank of Canada

Green Bay, WI • On-site

Full-time

Re-posted 21 hours ago

Job description

Job Description
What is the opportunity?
Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative environment.
At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.
What will you do?
  • Build and maintain professional relationships with clients by assisting them and answering account questions.
  • Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.
  • Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.
  • Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH's in a timely manner.
  • Maintain confidentiality in accordance with RBC's Code of Conduct.

What do you need to succeed?
Must-have
  • Bachelor's degree or job-related experience
  • Strong soft skills including verbal and written communication, people, organizational, and client service skills
  • Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
  • Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire
  • Ability to adapt to a rapidly changing business and technology environment

Nice-to-have
  • Current FINRA registrations
  • Financial services experience

What's in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • Leaders who support your development through coaching and managing opportunities
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Opportunities to do challenging work
  • Opportunities to take on progressively greater accountabilities
  • Access to a variety of job opportunities across business

Job Skills
Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities
Additional Job Details
Address:
2465 MARINA CIRCLE:GREEN BAY
City:
Green Bay
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2026-02-12
Application Deadline:
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

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