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Client Associate Jobs in Elkhorn, WI (NOW HIRING)

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 ...

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:

Tax Associate

Fort Atkinson, WI · On-site

$53K - $71K/yr

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 ...

Tax Associate

Kenosha, WI · On-site

$56K - $75K/yr

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 ...

Tax Associate

Jefferson, WI · On-site

$54K - $73K/yr

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 ...

Tax Associate

Beloit, WI · On-site

$55K - $74K/yr

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 ...

Tax Associate

Pewaukee, WI · On-site

$57K - $76K/yr

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 ...

Tax Associate

Oak Creek, WI · On-site

$55K - $74K/yr

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 ...

Tax Associate

Waukesha, WI · On-site

$53K - $70K/yr

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 ...

Tax Associate

West Allis, WI · On-site

$57K - $76K/yr

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 ...

Tax Associate

Janesville, WI · On-site

$52K - $69K/yr

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 ...

Tax Associate

Whitewater, WI · On-site

$57K - $76K/yr

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 ...

Tax Associate

Germantown, WI · On-site

$59K - $79K/yr

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 ...

Tax Associate

Mukwonago, WI · On-site

$57K - $77K/yr

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 ...

Tax Associate

New Berlin, WI · On-site

$57K - $76K/yr

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 ...

Tax Associate

Hales Corners, WI · On-site

$56K - $75K/yr

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 ...

Tax Associate

Janesville, WI · On-site

$52K - $69K/yr

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 ...

Operations Associate

Delafield, WI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We're seeking a detail-oriented Operations Associate to help support our Wealth Management Team and enhance the overall client experience. Role Overview: * The Operations Associate plays a key role ...

Showing results 41-60

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:

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.

Member Services Associate

Power Wellness

Pewaukee, WI • On-site

Part-time

Re-posted 18 days ago


Power Wellness rating

8.2

Company rating: 8.2 out of 10

Based on 10 frontline employees who took The Breakroom Quiz

3rd of 63 rated gym and leisure clubs


Job description

Position Title: 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 something special and contributes towards improving health within your community. Power Wellness serves hospitals, healthcare systems, universities and community colleges with varying portfolios. We provide a comprehensive menu of services to plan, create, develop and manage an inviting, customized, and economically self-sustaining fitness and wellness center.
The Member Services Associate is responsible for providing the highest level of customer service to members, guests and prospects of the facility, as well as, membership information, enrollment procedures, ongoing customer satisfaction and membership recruitment and retention.
Essential Duties and Responsibilities:
1. Oversee interactions at the service desk including opening and closing procedures, answering phones, point-of-sale transactions, guest registration and fees, student and college guest passes, check in guests/members for all scheduled appointments, accepting member feedback, accepting and returning lost and found items, guest/member check in, and the provision of information pertaining to all scheduled activities and events including sign up and fees if applicable.
2. Promote and effectively sell memberships and all ancillary services included but not limited to personal training, massage therapy, medically-integrated programs, and nutrition services.
3. Schedule all appointments via core business software (Compete), including reminder phone calls, cancellations and notifying associates of appointments per policy.
4. Knowledge of all opening and closing procedures, including balancing of drawers from daily sales, proper knowledge of credit card and check policies and use of cash drawer.
5. Proficiently enroll members via contract, explaining membership, obtaining signature and payment and providing member handbook.
6. Effective radio communication with all departments as needed.
7. Work towards achieving established satisfaction metrics such as Secret Shops and Member Survey scores as it relates to member and guest satisfaction.
8. Maintain an average of 5 working shifts per month to ensure ability to perform job.
9. Must be able to stand for length of shift (generally 3-6 hours at a time).
10. Other duties as assigned.
Qualifications:
• High School diploma or GED preferred.
• 1 year certificate from college or technical school preferred.
• Minimum 6 months of related experience or training preferred.
• 2-3 years of sales, reception and computer skills preferred.
• CPR/AED certification required within 90 days of hire.
• Must possess excellent inter-personal and communication skills, and the ability to work with members in a positive, service based manner.
• Ability to multi-task and maintain a controlled and professional demeanor.
• Proficient computer skills.

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