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Client Associate Jobs in Wisconsin (NOW HIRING)

Phenom People

Client Service Associate

Waukesha, WI

$14.50 - $20/hr

Senior Client Service Associate Senior Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Senior Client Service ...

NFP

Associate, Client Service

Madison, WI

$50K - $60K/yr

Client Service Associate Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United ...

National CooperativeRx

Be Seen First

Client and New Business Associate

Madison, WI · On-site

The Client and New Business Associate is an entry to middle level position supporting account management and sales functions for the Cooperative. The position reports to a strategic account executive ...

NFP

Associate, Client Service

Madison, WI · On-site

$14.50 - $20/hr

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

NFP

Associate, Client Service

Madison, WI · On-site

$14.50 - $20/hr

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

Elevare Branding

Client Service Associate

Milwaukee, WI · On-site

$40K - $45K/yr

Beloform Craft is seeking a polished and detail-oriented Client Service Associate to join our Baton Rouge team. This role is central to ensuring exceptional client experiences while supporting ...

Alphabe Insight Inc

Client Service Associate

Milwaukee, WI · On-site

$14.25 - $19.75/hr

We are seeking a detail-oriented and client-focused Client Service Associate to join our Milwaukee team. In this role, you will act as a key point of contact between the company and its clients ...

Alphabe Insight Inc

Client Service Associate

Milwaukee, WI · On-site

$14.25 - $19.75/hr

We are seeking a detail-oriented and client-focused Client Service Associate to join our Milwaukee team. In this role, you will act as a key point of contact between the company and its clients ...

Elevare Branding

Client Service Associate

Milwaukee, WI

$14.25 - $19.75/hr

We are seeking a detail-oriented and client-focused Client Service Associate to join our Milwaukee team. In this role, you will act as a key point of contact between the company and its clients ...

Alphabe Insight Inc

Client Service Associate

Madison, WI · On-site

$50K - $56K/yr

We are seeking a polished and motivated Client Service Associate to join our expanding team in Madison, WI. In this role, you will serve as a key point of contact for clients, ensuring smooth ...

Alphabe Insight Inc

Client Service Associate

Madison, WI · On-site

$50K - $55K/yr

We are seeking a motivated Client Service Associate to join our dynamic team in Madison, WI. The ideal candidate will act as the primary point of contact for clients, ensuring their needs are met ...

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 clients with every interaction. They will engage clients in meaningful conversations while performing a ...

Alphabe Insight Inc

Client Service Associate

Milwaukee, WI · On-site

$14.25 - $19.75/hr

The Client Service Associate will serve as a key point of contact between clients and internal teams, ensuring a seamless and positive customer experience. This role involves supporting client ...

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Client Associate information

See Wisconsin salary details

$18.7K

$51.4K

$76.2K

How much do client associate jobs pay per year?

As of May 29, 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 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.

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.

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
Infographic showing various Client Associate job openings in Wisconsin as of May 2026, with employment types broken down into 1% As Needed, 76% Full Time, 16% Part Time, 1% Temporary, and 6% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $51,441 per year, or $24.7 per hour.

Client Service Associate

Phenom People

Waukesha, WI

$14.50 - $20/hr

Other

Posted 3 days ago

Job description

Senior Client Service Associate

Senior Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Senior Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.

Client Support

  • Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
  • Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
  • Confirm authorization and authenticate client when processing requests
  • Onboard and maintain client accounts, including collecting client information and required documentation, processing money movement transactions as an example
  • Review and take appropriate action on client account alerts

Other

  • Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
  • Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
  • Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
  • Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
  • Proactively participate in firm initiatives directed by local management
  • Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors

Education and/or Experience

  • High School Diploma/Equivalency
  • College degree preferred
  • Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
  • At least 5 years of industry experience required
  • Demonstrated strong performance in current role for the prior 2 years, if applicable

Knowledge, Skills, and Abilities

  • Strong computer skills and knowledge of Microsoft Office products
  • Exceptional writing, interpersonal and client service skills
  • Detail orientated with superior organizational skills and ability to prioritize tasks
  • Team player with the ability to collaborate with others
  • Ability to work in a fast-paced, evolving environment
  • Goal oriented, self-motivated and results driven

Reports To

  • Business Service Officer

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

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