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Client Associate Jobs in Beloit, WI (NOW HIRING)

As a Senior Client Associate, you'll play a key role in supporting our clients and ensuring they receive exceptional service. You'll be part of a team that values collaboration, innovation, and ...

Client Support Representative

Evansville, WI · On-site

$16 - $21.25/hr

Associate's degree in Business, Accounting, Finance and/or 1-2 years of experience within a financial services work environment. * Previous client service experience, particularly in a call center or ...

Client Support Representative

Evansville, WI · On-site

$16 - $21.25/hr

Associate's degree in Business, Accounting, Finance and/or 1-2 years of experience within a financial services work environment. * Previous client service experience, particularly in a call center or ...

Client Support Representative

Evansville, WI · On-site

$16 - $21.25/hr

Associate's degree in Business, Accounting, Finance and/or 1-2 years of experience within a financial services work environment. * Previous client service experience, particularly in a call center or ...

Our client has a proven track record of helping associates reach their professional and financial goals in a supportive, patient-centered environment. They balance clinical excellence with a culture ...

Dining Services Associate

Rockton, IL · On-site

$15 - $16.50/hr

Dining Services Associate $15.00 - $16.50/hour | Part-Time Location: Highview in the Woodlands | Rockton, IL Apply today and receive a response within 48 hours! Make a difference in someone's life ...

Dining Services Associate $15.00 - $16.50/hour | Part-Time Location: Highview in the Woodlands | Rockton, IL Apply today and receive a response within 48 hours! Make a difference in someone's life ...

I am seeking an Associate Veterinarian for a full-service pet hospital. This practice is rated as ... We are extremely competitive, client-focused and realize that our value is in our ability to ...

Tax Associate

Evansville, WI

$57K - $76K/yr

Additionally, you will play a key role in growing TurboTax's client base within the local community ... TurboTax Live - Seasonal Local Service Associates will confidently take on the role of its public ...

Our client is looking for an Associate General Dentist to join a practice that has been a pillar of the Beloit community for four generations . This is more than a job--it is a structured Associate ...

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Client Associate information

See Beloit, WI salary details

$18.1K

$49.8K

$73.8K

How much do client associate jobs pay per year?

As of May 29, 2026, the average yearly pay for client associate in Beloit, WI is $49,844.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,100.00 and $60,600.00 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 Beloit, WI? The most popular types of Client jobs in Beloit, WI are:
What job categories do people searching Client Associate jobs in Beloit, WI look for? The top searched job categories for Client Associate jobs in Beloit, WI are:
What cities near Beloit, WI are hiring for Client Associate jobs? Cities near Beloit, WI with the most Client Associate job openings:
Senior Client Associate

Senior Client Associate

Gallagher

Rockford, IL • On-site

Temporary

Medical, Dental, Vision, Life, Retirement

Posted 8 days ago


Arthur J. Gallagher & Co. rating

7.7

Company rating: 7.7 out of 10

Based on 66 frontline employees who took The Breakroom Quiz

174th of 259 rated insurance


Job description

Introduction
At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.
 

Overview

At Gallagher, we’re committed to helping businesses and individuals thrive by delivering tailored insurance solutions and risk management strategies. As a Senior Client Associate, you’ll play a key role in supporting our clients and ensuring they receive exceptional service. You’ll be part of a team that values collaboration, innovation, and continuous improvement.


How you'll make an impact
  • Support internal and external clients by managing workflows and providing routine client assistance.
  • Help retain clients and enhance their satisfaction by delivering high-quality service.
  • Create and manage documents, certificates, and reports using Gallagher’s systems and tools.
  • Collaborate with production team members to meet business goals and improve processes.
  • Ensure compliance with data, document, and timeline standards.

About You

Required:

  • School diploma/equivalent plus 1 year directly applicable experience.
  • Proficiency in Microsoft Office and basic math skills.
  • Appropriate licensing as required.


Preferred:

  • Associate's degree, professional certification, or equivalent training and experience preferred.
  • Previous experience managing client relationships.


Behaviors:

  • Exceptional organizational skills.
  • Proficient in using technology as a tool to maximize productivity and quality.
  • Strong written and verbal communication skills.

Compensation and benefits

We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. 

Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:

  • Medical/dental/vision plans, which start from day one!
  • Life and accident insurance
  • 401(K) and Roth options
  • Tax-advantaged accounts (HSA, FSA)
  • Educational expense reimbursement
  • Paid parental leave

Other benefits include:

  • Digital mental health services (Talkspace)
  • Flexible work hours (availability varies by office and job function)
  • Training programs
  • Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
  • Charitable matching gift program
  • And more...

**The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.

We value inclusion and diversity

Click Here to review our U.S. Eligibility Requirements

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

Qualifications:

Required:

  • School diploma/equivalent plus 1 year directly applicable experience.
  • Proficiency in Microsoft Office and basic math skills.
  • Appropriate licensing as required.


Preferred:

  • Associate's degree, professional certification, or equivalent training and experience preferred.
  • Previous experience managing client relationships.


Behaviors:

  • Exceptional organizational skills.
  • Proficient in using technology as a tool to maximize productivity and quality.
  • Strong written and verbal communication skills.
Education:UNAVAILABLEEmployment Type: TEMPORARY

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