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Client Associate Jobs in Bristol, WI (NOW HIRING)

Banfield

Client Service Coordinator

Vernon Hills, IL · On-site

$16.93 - $21.63/hr

If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. Client Service Coordinator ...

NVA

Client Services Representative

Mundelein, IL · On-site

$16 - $20/hr

Client Service Representative (CSR) - Grow Your Career with a Supportive and Passionate Team ... National Veterinary Associates is a leading global pet care organization united in the love of ...

NVA

Client Services Representative

Mundelein, IL · On-site

$16 - $20/hr

Client Service Representative (CSR) - Grow Your Career with a Supportive and Passionate Team ... National Veterinary Associates is a leading global pet care organization united in the love of ...

Adecco

Warehouse Associate

Gurnee, IL

$18/hr

Our client is seeking experienced warehouse associates to join their team in Gurnee, IL. Located less than a 5-minute drive from Six Flags Great America, the warehouse associates will be responsible ...

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Showing results 21-40

All JobsClient Associate JobsClient Associate Jobs in Bristol, WI

Client Associate information

See Bristol, WI salary details

$17.7K

$48.8K

$72.4K

How much do client associate jobs pay per year?

As of Aug 9, 2026, the average yearly pay for client associate in Bristol, WI is $48,841.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,300.00 and $59,400.00 per year, depending on experience, location, and employer.

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 is a client associate?

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 are the key skills and qualifications needed to thrive as a client associate?

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 cities near Bristol, WI are hiring for Client Associate jobs? Cities near Bristol, WI with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Bristol, WI as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 17% Part Time, and 5% Contract. Highlights an 75% Physical, 3% Hybrid, and 22% Remote job distribution, with an average salary of $48,841 per year, or $23.5 per hour.

Investment Client Srvcs Analyst (New Accounts) - Hybrid

Northwestern Mutual Life Insurance Company

Franklin, WI • On-site

Full-time

Posted 11 days ago

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 73 frontline employees who took The Breakroom Quiz

163rd of 304 rated insurance

Job description

About the Job
The New Accounts team within Investment Client Services supports our field partners and clients by completing new account requests accurately and efficiently in a regulated, client-focused environment. This role provides end-to-end ownership of new account inquiries and transactions, including reviewing account-opening documentation, resolving complex issues, managing escalations, and partnering with Financial Representatives to support a smooth account-opening experience. The role requires strong attention to detail, sound judgment, and strict adherence to confidentiality and client data privacy standards.
What You'll Do
  • Deliver a personalized and remarkable experience by answering new account questions, explaining available servicing options, and guiding Financial Representatives through the account-opening process in a call center environment.

  • Resolve basic, intermediate, and complex new account inquiries and transactions within a registered area.

  • Review new account requests and supporting documentation for accuracy, completeness, and alignment with established procedures and regulatory requirements.

  • Research and evaluate solutions to complex new account issues, including identifying root causes, addressing exceptions, and resolving escalations.

  • Take ownership of new account inquiries and transactions from initial submission through resolution, anticipating potential issues to reduce delays, repeat contacts, and unnecessary transfers.

  • Effectively de-escalate challenging situations while guiding Financial Representatives through complex or unique new account requirements.

  • Serve as a trusted advocate for Financial Representatives and partner with them to support the needs of their clients throughout the account-opening process.

  • Promote available technology and self-service capabilities by educating Financial Representatives on tools and resources that support new account submissions.

  • Understand the risks and potential client impacts associated with new account transactions, documentation, and account setup.

  • Understand how systems connect to new account processes and outcomes and clearly explain system capabilities and limitations to others.

  • Work effectively through ambiguity and changing requirements within a regulated environment to deliver accurate and positive outcomes.

  • Support team members through process, technology, and regulatory changes and help others adapt to new ways of working.

  • Build professional relationships with team members, field partners, and clients to strengthen trust and brand loyalty.

  • Balance phone and transactional responsibilities while maintaining accuracy, confidentiality, and client data privacy.

  • Identify opportunities to improve new account processes, reduce delays, and enhance the experience for Financial Representatives and clients.

  • Coach, mentor, or train team members on new account processes and procedures as needed.

What You'll Bring to the Role
  • Associate degree in business or a related field, or an equivalent combination of education and experience.

  • Minimum of four years of related customer service experience with demonstrated customer service skills.

  • Basic knowledge of investment products, financial markets, and account registration types.

  • Basic understanding of tax implications related to investment accounts.

  • Advanced written and verbal communication skills.

  • Ability to manage a high volume of calls and new account transactions while maintaining a high degree of accuracy.

  • Strong organizational skills with the ability to prioritize work and manage multiple requests.

  • Strong attention to detail, particularly when reviewing account-opening documentation and transactional information.

  • Strong problem-solving skills with the ability to research issues, evaluate options, and support timely resolution.

  • Ability to work effectively within established procedures while navigating exceptions and complex account-opening situations.

  • Demonstrated computer proficiency, solid keyboarding skills, and experience working with current software applications.

  • Strong desire to continuously learn and improve.

Skills You Have
  • Customer Service Mindset (NM) - Advanced: Anticipates customer needs and applies understanding of customer needs or perspectives to solve problems and drive outcomes as the basis for decision making. Leverages knowledge of trends affecting customer to help them make informed decisions.

  • Attention to Detail (NM) - Advanced: Focuses on specific details to spot and correct errors in advance of them being found and surpass quality expectations. Performs work with thorough proofreading for presentation, content, accuracy, and overall quality.

  • Financial Services Industry Acumen (NM) - Advanced: Applies knowledge of both general and organization-specific financial theories and is up-to-date on the latest market movements. Demonstrates problem-solving skills that ensures business's financial stability, follows generally accepted accounting principles, regulations, and business ethics.

  • Customer Support (NM) - Advanced: Captures customer information for inquiry and analysis in an organized, clear, and consistent manner; leverages knowledge of trends affecting customer to help them make informed decisions and communicates with the customer and the field. Uses customer intelligence to solve problems, demonstrate patience and understanding, ensure customer satisfaction by knowing the customer and audience and resolve customer complaints efficiently.

  • Client Advocacy (NM) - Advanced: Translates customer issues and pain points into requirements, represents client's best interests. Analyzes customer feedback to understand client needs and communicates client sentiment to product teams and relevant stakeholders.

  • Change Adaptability (NM) - Advanced: Becomes adaptable in response to continual changes; shows an openness to new ways of working, new methods, work-in-progress improvements and changes and seamlessly navigates the changing business environment and adjusts behavior as appropriate to the situation.

  • Case Management (NM) - Advanced: Manages and maintains ownership of assigned cases, communicating status, managing requirements, and answering client questions. Ensures all claims and inquiries are necessary, reasonable, and legitimate.

This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRA
Compensation Range:
Pay Range - Start:
$23.11
Pay Range - End:
$34.66
Geographic Specific Pay Structure:
Structure 110:
Structure 115:
We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer that welcomes talented individuals of all backgrounds. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

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About Northwestern Mutual

Sourced by ZipRecruiter

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

Milwaukee, WI, US

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