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Client Associate Jobs in Beloit, WI (NOW HIRING)

Focus Partners Wealth

Tax Associate

Whitewater, WI

$57.60K - $76.90K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Analyze client information and offer recommendations for reducing client tax liabilities.

Focus Partners Wealth

Tax Associate

Rockford, IL

$53.80K - $71.70K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Analyze client information and offer recommendations for reducing client tax liabilities.

Intuit

Tax Associate - Local

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 ...

Intuit

Tax Associate - Onsite

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 ...

Intuit

Seasonal Tax Associate - Local

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 ...

InsCipher

Tax Associate

Rockford, IL · Remote

$21 - $26/hr

... Associate - Remote to join our team. Under the direction of the Filing Services Team Lead this role ... Ensure proper documents are received and reviewed from client submission * Conduct compliance and ...

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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 30, 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:
Client Associate jobs near you

Tax Associate

Focus Partners Wealth

Whitewater, WI

$57.60K - $76.90K/yr

Full-time

Posted 8 days ago

Job description

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate. The individual selected for this opportunity will be a part of a dynamic team of professionals working with athletes, entertainers, entertainment industry professionals and other high-net-worth and ultra-high-net-worth individuals.

Primary responsibilities:

  • Analyze, review and compile tax return data.

  • Prepare federal, state and local income tax returns for individuals and businesses.

  • Prepare extensions and assist with tax notices as needed.

  • Prepare quarterly tax estimates and assist with tax projections.

  • Perform work accurately and in a time efficient manner, with strong attention to detail, organization, and follow through.

  • Gain technical knowledge by researching and learning tax laws as required.

  • Analyze client information and offer recommendations for reducing client tax liabilities.

  • Communicate effectively with tax managers, advisors, and their clients in a timely and professional manner.

  • Operate in a fully compliant manner to protect clients’ and the firm’s information.

  • Act as a resource to the business management team for tax planning, tax research, and ongoing education of tax-related developments.

Qualifications:

  • A Bachelor’s degree in Finance or Accounting with a minimum of 1 + years’ relevant experience.

  • A demonstrated focus on preparing individual, S-corporation and partnership tax returns.

  • Superb written and verbal communication skills; strong problem solving, technology, communication and organizational skills.

  • Proficiency in Microsoft Office applications, including Excel, and proven ability to learn other technology.

  • Notable attention to detail, self-initiated follow-through, and outstanding time management.

  • Ability to work individually and in a team atmosphere.

  • The willingness and ability to work additional hours, as needed, during busy season.

Preferred Qualifications:

  • CPA, CPA candidate or EA granting the ability to represent clients before the IRS.

  • Experience preparing multi-state tax returns.

  • Experience with ProSystem fx® Tax, CCH Axcess and BNA Income Tax™ Planner.

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