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Client Associate Jobs in Elkhorn, WI (NOW HIRING)

Phenom People

Client Service Associate

Waukesha, WI · On-site

$14.50 - $20/hr

Senior Client Service Associate Senior Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Senior Client Service ...

TalentLink Solutions

Client Service Associate

Brookfield, WI · On-site

$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 ...

Drake & Associates

Client Service Specialist

Waukesha, WI · On-site

$17 - $22.50/hr

Drake & Associates is a growing financial planning firm dedicated to helping clients achieve financial confidence through comprehensive planning and an exceptional client experience. As we continue ...

Drake & Associates

Client Experience Specialist

Waukesha, WI · On-site

$17.75 - $22.25/hr

Drake & Associates is a growing financial planning firm focused on delivering exceptional guidance and an ultimate client experience. As we continue to expand, we're looking for motivated, high ...

Drake and Associates

Client Experience Specialist

Waukesha, WI · On-site

$17.75 - $22.25/hr

Client Experience Specialist Drake & Associates is a growing financial planning firm focused on delivering exceptional guidance and an ultimate client experience. As we continue to expand, we're ...

Drake and Associates

Client Service Specialist

Waukesha, WI

$17 - $22.50/hr

Drake & Associates is a growing financial planning firm dedicated to helping clients achieve financial confidence through comprehensive planning and an exceptional client experience. As we continue ...

Drake and Associates

Client Service Specialist

Waukesha, WI · On-site

$17 - $22.50/hr

Client Service Specialist Drake & Associates is a growing financial planning firm dedicated to helping clients achieve financial confidence through comprehensive planning and an exceptional client ...

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Showing results 1-20

All JobsClient Associate JobsClient Associate Jobs in Elkhorn, WI

Client Associate information

See Elkhorn, WI salary details

$19.2K

$52.9K

$78.4K

How much do client associate jobs pay per year?

As of Aug 15, 2026, the average yearly pay for client associate in Elkhorn, WI is $52,891.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,500.00 and $64,300.00 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 Elkhorn, WI are hiring for Client Associate jobs?

Cities near Elkhorn, WI with the most Client Associate job openings:

Client Associate jobs near you
Infographic showing various Client Associate job openings in Elkhorn, WI as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 16% Part Time, and 6% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $52,891 per year, or $25.4 per hour.

Client Experience Associate

Smart Systematic Recruiting

Burlington, WI

$55K - $70K/yr

Full-time

Re-posted 20 days ago

Job description

Client Experience Associate

Renier Hotopp Law Offices, LLC

On-site| MondayFriday, 8:30 AM 5:00 PM

Full-Time| Compensation: Based on Experience

Build and Lead Client Experience in a Growing Family Law Firm

Renier Hotopp Law Offices is seeking aSenior Client Experience Associateto take ownership of the client journey and help strengthen our systems, communication, and collections processes.

This isnot an entry-level role. We are looking for a confident professional who can manage client relationships, handle high-pressure conversations, and contribute to building a stronger, more efficient client experience program.

If you have experience inclient success, account management, collections, or legal client services and youre comfortable having direct conversations about expectations and payments, this role is for you.

About the Firm:

Renier Hotopp Law Offices is a boutiqueWisconsin family law firmwith offices in Burlington and De Pere. We focus exclusively ondivorce, custody, and family law matters, providing compassionate guidance and results-driven representation.

Who You Are:

  • Confident and comfortable havingdirect conversations with clients
  • Able to stay composed when dealing withfrustrated or high-emotion situations
  • Strong sense of ownership and accountability
  • Business-mindedyou understand how client experience impactsrevenue and retention
  • Proactive, resourceful, and solutions-oriented

Why Join Us:

  • High-impact role withgrowth potential
  • Collaborative and supportive team environment
  • Opportunity to helpbuild and improve a critical function within the firm
Responsibilities
  • Manage theclient experience from intake through active case stages
  • Serve as the primary point of contact forclient communication and support
  • Proactively follow up with clients to ensure clarity, satisfaction, and engagement
  • Handlebilling questions, collections, and payment follow-upswith confidence
  • De-escalate difficult situations and manageemotionally charged client interactions
  • Collaborate with attorneys and staff to ensure timely communication and case updates
  • Track all client activity and tasks inClio Manage (CRM/case management system)
  • Improve processes related toclient satisfaction, retention, and collections
  • ManageGoogle reviews and client feedback initiatives

What Success Looks Like:

  • Clients feel informed, supported, and confident throughout their case
  • Strong response times (within 24 hours)
  • Increasedpositive reviews and client satisfaction scores
  • Improvedcollections and reduced outstanding balances
  • Clear, organized communication across clients and the internal team
Qualifications

Required:

  • 3+ years of experience inclient success, customer success, account management, or client services
  • Experience handlingbilling, collections, or payment conversations
  • Ability to managedifficult or emotional client interactions professionally
  • Strong communication skills (empathetic, clear, and confident)
  • Highly organized with strong attention to detail
  • Experience usingCRM systems or case management software

Preferred:

  • Experience in alaw firm or legal environment (family law preferred)
  • Familiarity withClio Manage
  • Experience improving workflows, processes, or client experience systems
  • Background inprofessional services (legal, healthcare, financial services)
Compensation

$55,000 - $70,000/year

About Renier Hoptopp Law Offices, LLC

Renier Hotopp Law Offices, LLC is a Wisconsin family law firm dedicated exclusively to helping individuals and families navigate some of lifes most difficult transitions. With offices in De Pere and Burlington, our team represents clients throughout eastern Wisconsin in all types of Family Law matters.

We understand that family law cases are deeply personal moments that shape clients futures. Our attorneys combine strategic advocacy with genuine compassion, guiding clients through complex legal issues while remaining focused on protecting their families, finances, and long-term stability.

Our firm is built on a collaborative team model that allows the team to work closely together to deliver responsive service and strong results. At Renier Hotopp Law, we are committed to clear communication, thoughtful strategy, and powerful representation both inside and outside the courtroom.