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Client Associate Jobs in Wisconsin (NOW HIRING)

Elevare Branding

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 ...

Alphabe Insight Inc

Client Service Associate

Milwaukee, WI

$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 ...

The QTI Group

Client Service Associate

Madison, WI

$14.50 - $20.25/hr

The QTI Group is partnering with Resonant Capital Advisors to hire a Client Service Associate (CSA) to join their team. Resonant Capital Advisors is a privately held, innovative, and growing ...

TalentLink Solutions

Client Service Associate

Brookfield, WI

$13.50 - $18.75/hr

Position Overview We are seeking a Client Service Associate to join our dedicated service center team. Supporting 12 Senior Advisors, their teams, and over $1 Billion in assets under management, the ...

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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 Jun 22, 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 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 job makes 10,000 a month without a degree?

A Client Associate role can potentially earn $10,000 or more per month with experience, strong sales skills, and a client-focused approach, especially in finance or investment firms. High earnings often depend on commissions, bonuses, and performance, and such roles typically require excellent communication and relationship management skills rather than formal degrees.

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 client associate entry-level?

A client associate position is often considered entry-level, suitable for candidates with a bachelor's degree and strong communication skills. Many firms provide on-the-job training and may require some familiarity with financial products or customer service experience. Advancement typically involves gaining industry knowledge and developing client management skills.

Is Associate the lowest position?

In many organizations, the title 'Client Associate' is an entry-level or junior position within client service or financial roles. However, the lowest position can vary depending on the company's hierarchy and structure, and there may be roles such as intern or assistant that are considered lower. Career progression often involves moving from associate to higher roles with experience and skills development.

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 Service Associate

Elevare Branding

Milwaukee, WI • On-site

$14.25 - $19.75/hr

Full-time

Posted 28 days ago

Job description

Company Description

Elevare Branding is a forward-thinking branding and business development company dedicated to helping organizations strengthen their market presence through strategic communication, creative campaigns, and impactful customer engagement. Our team is passionate about innovation, collaboration, and delivering high-quality solutions that help businesses grow in competitive industries.

At Elevare Branding, we value professionalism, creativity, and individuals who are eager to contribute fresh ideas while building a long-term career in a dynamic environment.

Job Description

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 communications, coordinating service requests, maintaining accurate records, and assisting with day-to-day operations to ensure high-quality service delivery.

The ideal candidate is organized, professional, adaptable, and passionate about delivering exceptional client support in a collaborative office environment.

Responsibilities

  • Provide professional assistance and support to clients throughout ongoing projects and services
  • Maintain clear and timely communication with clients and internal departments
  • Coordinate schedules, appointments, and service updates when needed
  • Handle client inquiries and resolve concerns in a professional manner
  • Assist with documentation, reporting, and account updates
  • Support daily administrative and operational tasks
  • Build and maintain strong client relationships through excellent customer service
  • Ensure all client information and records remain organized and accurate
Qualifications
  • Strong communication and interpersonal skills
  • Excellent organizational and multitasking abilities
  • Professional attitude with strong attention to detail
  • Ability to work effectively both independently and within a team
  • Problem-solving mindset and adaptability in a fast-paced environment
  • Basic proficiency with office software and computer systems
  • Strong time management and customer service skills

Additional Information
  • Competitive salary package
  • Growth opportunities within the company
  • Professional and supportive work environment
  • Ongoing training and career development
  • Collaborative team culture
  • Full-time stable position
  • Opportunity to work with diverse clients and projects