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Client Associate Jobs in Hudson, WI (NOW HIRING)

Great Waters Financial

Client Operations Associate

MN · On-site

$50K - $63K/yr

The Client Operations Associate at Great Waters Financial is responsible for executing essential account-related tasks with precision, ensuring smooth operations across a variety of financial ...

New

Ameriprise Financial

Client Support Associate

Minneapolis, MN · On-site

$18.25 - $25/hr

As the Client Support Associate, you'll shadow client appointments, learn how to write financial plans and gain a better understanding of the products and services we offer our clients. From there ...

Grant-Shannon

Be Seen First

Client Relations & Operations

Minneapolis, MN · On-site

$60K - $75K/yr

Our client, a company that provides customized investment services to individuals, foundations/endowments, trusts, and retirement plans, is looking for a Client Relations and Operations candidate to ...

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Showing results 21-40

All JobsClient Associate JobsClient Associate Jobs in Hudson, WI

Client Associate information

See Hudson, WI salary details

$19.1K

$52.7K

$78.1K

How much do client associate jobs pay per year?

As of Sep 6, 2026, the average yearly pay for client associate in Hudson, WI is $52,692.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,400.00 and $64,100.00 per year, depending on experience, location, and employer.

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.

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 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 are the most commonly searched types of Client jobs in Hudson, WI?

The most popular types of Client jobs in Hudson, WI are:

What job categories do people searching Client Associate jobs in Hudson, WI look for?

The top searched job categories for Client Associate jobs in Hudson, WI are:

What cities near Hudson, WI are hiring for Client Associate jobs?

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

Client Associate jobs near you
Infographic showing various Client Associate job openings in Hudson, WI as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 18% Part Time, 1% Temporary, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $52,692 per year, or $25.3 per hour.

Associate, Client Support Services

Royal Bank of Canada

Minneapolis, MN • On-site

$50K - $80K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 9 days ago

Job description

Job Description
What is the opportunity?
The Associate I, Client Support Services position provides Field and Client facing customer service and support through innovative solutions. This role will assist and provide accurate information to clients and field users while maintaining diligent records of all interactions with the field and end clients. They will need to maintain queue and hold time standards. Additionally, the Associate I, Client Support Services is responsible for staying up-to-date on changes to business processes and the technology that impacts the client and field they support. This role exists to provide expertise for our cash management products (including but not limited to Visa, Bill Pay and ACH transfers) by supporting all the processes and technologies. Support includes the entire process associated with onboarding and servicing for both our end-clients and field organization.
What will you do?
  • Provide accurate information on business processes that the associate supports
  • Accurately record and escalate technology issues to the appropriate application owner
  • Understand required accountabilities in the area in which the incumbent works
  • Leverage and retain firm resources on InfoNET, InfoWorks, and AdvisorWorks
  • Research, respond, and follow-up as required to questions from other teams within Operations, other RBC Business Units, external customers or industry participants
  • Escalate questions to the appropriate senior associates within FCSS
  • Reduce risk by suggesting process changes or modifications as appropriate
  • Perform other duties and responsibilities as assigned

What do you need to succeed?
Must-Have:
  • 4-year degree from an accredited university in business, finance or related field OR High school diploma or equivalent AND 1+ year of job-related experience
  • Proficient computer skills in Windows-based software products including Word, Excel and Outlook

Nice-to-Have:
  • Salesforce contact management experience

What's in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
  • A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
  • Leaders who support your development through coaching and managing opportunities.
  • Ability to make a difference and lasting impact.
  • Work in a dynamic, collaborative, progressive, and high-performing team.
  • Opportunities to do challenging work.
  • Opportunities to build close relationships with clients.

The expected salary range for this particular position is $50,000-$80,000, depending on your experience, skills, and registration status, market conditions and business needs.
You have the potential to earn more through RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.
RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
  • Drives RBC's high-performance culture
  • Enables collective achievement of our strategic goals
  • Generates sustainable shareholder returns and above market shareholder value

Job Skills
Active Learning, Adaptability, Communication, Customer Service, Detail-Oriented, Group Problem Solving, Interpersonal Relationship Management, Operational Delivery, Product Services
Additional Job Details
Address:
250 NICOLLET MALL:MINNEAPOLIS
City:
Minneapolis
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2026-08-28
Application Deadline:
2026-11-02
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

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