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Client Associate Jobs in Elkhorn, WI (NOW HIRING)

MBC Talent Connections

Associate Veterinarian

Antioch, IL · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

About the job Associate Veterinarian Associate Veterinarian Role Summary A well-established small ... Strong emphasis on compassionate, relationship-based client care * Equipped with digital ...

H&R Block

Tax Associate

Wauconda, IL · On-site

$14.45 - $18/hr

  • Retirement

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Antioch, IL · On-site

$14.45 - $18/hr

  • Retirement

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Woodstock, IL · On-site

$14.45 - $18/hr

  • Retirement

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Fox Lake, IL · On-site

$14.45 - $18/hr

  • Retirement

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Grayslake, IL · On-site

$14.45 - $18/hr

  • Retirement

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Harvard, IL · On-site

$14.45 - $18/hr

  • Retirement

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Mchenry, IL · On-site

$15.90 - $19.70/hr

  • Retirement

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

Eurofins USA Food Testing

Client Service Representative

New Berlin, WI · On-site

$15.75 - $21.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Position Summary The Client Service Representative manages communication between the laboratory and ... Associates degree in Chemistry or related field preferred Additional Information What we offer:

Power Wellness

Member Services Associate

Pewaukee, WI · On-site

Member Services Associate Location: West Wood Health & Fitness Center Type: Part-time, Opening (4:45am-9am), Weekends as Needed Summary: We improve life and we're here to serve. What you do is ...

Verstela

Fabrication Associate

Waukesha, WI

$18/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Our client is a leading outdoor furniture manufacturer in Waukesha, WI. As a Fabrication Associate, you will use machinery and hand tools to help manufacture high-quality outdoor furniture in a safe ...

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Showing results 21-40

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 Service Specialist

Drake and Associates

Waukesha, WI • On-site

$55K - $70K/yr

Full-time

Re-posted 14 days ago

Job description

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 to grow, we are seeking a Client Service Specialist who is passionate about serving clients, thrives in a fast-paced environment, and takes pride in delivering accurate, high-quality work.
About This Opportunity
The Client Service Specialist plays a critical role in supporting both clients and advisors by ensuring service requests, account maintenance, and new business processing are completed accurately and efficiently. This position serves as a point of contact for clients and is instrumental in creating a seamless experience throughout the client journey.
The ideal candidate is highly organized, detail-oriented, and committed to providing outstanding service. They enjoy building relationships, solving problems, and taking ownership of their work. This role offers the opportunity to build a long-term career within a growing firm while making a meaningful impact on both clients and the team.
How You'll Make an Impact
Client Service & Relationship Management
  • Deliver exceptional service and support to clients through phone, email, and other communication channels.
  • Respond to client inquiries and service requests in a timely, professional manner.
  • Build and maintain positive relationships with clients while ensuring a high level of client satisfaction.
  • Communicate effectively with advisors, custodians, and internal team members to resolve client needs.

Account & New Business Processing
  • Process account applications and service requests accurately and efficiently.
  • Assist clients in gathering and submitting required documentation.
  • Coordinate account transfers and monitor progress through completion.
  • Support client onboarding and ensure a smooth transition into the firm.
  • Assist advisors with appointment preparation and follow-up activities.
  • Maintain accurate client records and documentation within the CRM.

Administrative & Operational Support
  • Document client interactions and update records in the CRM system.
  • Monitor workflows and follow through on outstanding items.
  • Support office operations and contribute to continuous process improvement.
  • Collaborate with team members to ensure operational excellence and consistency.

What We're Looking For
Required
  • 1+ years of experience in client service, administration, or financial services.
  • Strong organizational, communication, and time management skills.
  • Detail-oriented with a commitment to accuracy.
  • Proficiency with Google Workspace or similar software.
  • Ability to learn new systems and processes quickly.

Preferred
  • Active Wisconsin Life & Health License
  • Financial services experience.
  • Familiarity with CRM systems, preferably Salesforce.
  • Interest in obtaining the Series 65 license and growing a career in financial services.

Desired Traits
  • Client-focused with a strong sense of ownership.
  • Organized, adaptable, and able to manage multiple priorities.
  • Positive, dependable, and committed to continuous improvement.

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