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Client Associate Jobs in Hudson, WI (NOW HIRING)

TIAA

Sr Client Reporting Specialist

Minneapolis, MN · Hybrid

Senior Client Reporting Specialist The Senior Client Reporting Specialist partners with associates in Distribution and Relationship Management to service Institutional and High Net Worth clients ...

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Showing results 41-60

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.

Director of Client Services

Cox Insurance Associates Inc

Falcon Heights, MN • On-site

$90K - $115K/yr

Full-time

Medical, Retirement, PTO

Posted 18 days ago

Job description

Director of Client ServicesCox Insurance Overview

We are a third-generation, family-owned company, passionate about helping families and business owners reach their goals and feel confident they are protected. We have an exceptional team that works collaboratively to provide the best guidance and ongoing support in the industry. We handle insurance-related matters by developing a comprehensive plan to assist with lifestyle changes, claims, and everything in between. We believe in going the extra mile for our clients and treating them as if they were our own family. We are looking for someone with a customer-centric mindset to join our team.

Role Overview

We are seeking a strategic, people-first Director of Client Services to lead and evolve our client experience function, across multiple service lines. This role is ideal for a strong operator and leader who can build scalable service models, develop high-performing teams, and ensure a consistent, high-quality client experience as we grow. The ideal candidate thrives in a leadership role that blends strategy, execution, and coaching—bringing clarity to structure, accountability to teams, and continuous improvement to how we serve our clients.

What YOU are good at

Building Structure and Scalable Service Operations

  • Designing and refining service models, workflows, and team structures.
  • Creating clarity in roles, responsibilities, and accountability across teams.
  • Aligning account management resources to client segmentation and growth objectives.

Leading, Coaching, and Developing High-Performing Teams

  • Managing managers and developing emerging leaders.
  • Providing coaching, feedback, and performance management that drives growth.
  • Building a culture of accountability, continuous improvement, and support.

Driving Operational Excellence Through Data and Insight

  • Using metrics, reporting, and KPIs to evaluate team performance and service quality.
  • Identifying capacity gaps, staffing needs, and workflow inefficiencies.
  • Making data-driven decisions that improve productivity and client outcomes.

Delivering an Exceptional Client Experience

  • Establishing and maintaining service standards for renewals, claims support, documentation, and issue resolution.
  • Ensuring work is accurate, timely, and aligned with agency expectations.
  • Continuously improving service delivery through feedback and process refinement.

Partnering Cross-Functionally to Support Growth

  • Collaborating effectively with advisors, leadership, carriers, and shared services teams.
  • Supporting strategic initiatives, new offerings, and growth opportunities.
  • Removing friction and improving execution across departments.

Leading Through Change

  • Driving adoption of new systems, workflows, and service models.
  • Helping teams navigate change with clarity, consistency, and confidence.
  • Building processes that scale while maintaining a high-quality client experience.
Success in this role looks like
  • A clear team structure, organized around client segmentation, and is scalable
  • Team members understand their roles, priorities, and performance expectations and employees are supported, coached, and improving over time
  • Leadership has visibility into team capacity, quality, risks, and opportunities
  • Client experience is exceptional, consistent, and aligned with agency standards for response time, turnaround time, backlog management/aging
  • Service operations support growth rather than creating bottlenecks by managing accounts or revenue per service FTE, workload distribution, forecasted hiring needs
  • New services are built and functioning, and KPIs and OKRs are being measured
  • Client’s policies are managed in accordance with the advisor designed insurance program
Qualifications
  • Active Property & Casualty (P&C) license, or ability to obtain within 90 days of hire.
  • 5+ years of experience in an account management leadership role.
  • 2+ years of experience leading managers, with a demonstrated track record of developing new leaders.
  • 2+ years of experience serving High-Net-Worth (HNW) or Private Client customers.
  • Demonstrated experience in operational leadership, process improvement, and organizational change management.
What WE are good at
  • We protect lifestyles
  • We are guides
  • We give a damn
The "Extras" we offer (besides pay!)

Salary Range - $90,000 - $115,000k // Health insurance coverage, 401(k) with company match, Paid time off, Paid sabbatical based on tenure, Paid commission on your own policies – if licensed, Associate of the Year awards, Dry cleaning service, Wellness amenities, Team meals and events

Equal Opportunity Employer

Cox Insurance provides employment opportunities to all employees and applicants without regard to race, color, national origin, religion, sexual orientation, gender identity or expression, age, disability, sex (including pregnancy), personal appearance, genetic information, economic background, political affiliation, marital status, familial status, family responsibilities, matriculation, place of residence or business, amnesty, or status as a covered veteran in accordance with applicable federal, state, and local laws.