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Client Associate Jobs in Bristol, WI (NOW HIRING)

Bakertilly

Client Services Representative

Oak Creek, WI · On-site

$15.25 - $20.75/hr

We are looking to hire a temporary Client Services Representative to support our Benefits ... High School diploma required, associate's degree preferred. * 2 years of customer service ...

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Showing results 41-60

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.

Case Associate

Catholic Charities of the Archdiocese

Round Lake, IL • On-site

Full-time

Re-posted 7 days ago

Job description

Catholic Charities of the Archdiocese of Chicago partners with mission-driven people and organizations across Cook and Lake counties to witness a message of mercy and hope to a world in need by improving lives and nourishing spirits; strengthening and empowering people, families, and communities; and committing to being present to our times through the eyes of faith.

Role Overview
The Case Associate provides administrative and clerical support to the care coordination process, including managing client intake and referrals, maintaining records and billing data, responding to inquiries, supporting assessments, and collaborating with internal teams and external partners to ensure efficient service delivery.

Job Responsibilities
  • Provide administrative support to care coordination process overall; prepare and maintain program data and billing; monitor and respond to client inquiries, concerns and complaints.
  • Responsible for ntake, processing of client referrals, and preparation of client files. Ensure timely follow-up to messages/inquiries made to care coordination team. Serve in a clerical capacity to review and monitor files and related documentation. Complete assigned billing tasks including data entry and maintenance. Provide pre and post assessment activities
  • Work with external partners to resolve billing matters. Attend all trainings as required. Provide support to clients, care coordinator, supervisors and management staff.
  • Work collaboratively with internal stakeholders and team members as needed.
  • Engage in ongoing learning, training, and skill development, seeking and applying feedback to continuously improve performance and contribute to team and organizational success.

PLEASE NOTE: Essential functions include all other duties and responsibilities as assigned.
  • Kneel and move from sitting, bending, kneeling, or standing multiple times a day
  • Climb up and down up to 3 flights of stairs at a time
  • Lift, push, and pull up to 25 lbs

Other Requirements: Comply with program and/or requirements related to:
  • Background check

Education and Experience Requirements:
Minimum
  • H.S. Diploma or General Education Degree (GED) Entry level
  • Strong communication, problem solving skills and critical thinking skills needed
  • Previous data entry skills are required.
Preferred
  • Associate's Degree (AA) in a related field of study 1-3 years relevant experience

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