ZipRecruiter

Log In

1

Client Associate Jobs in Janesville, WI (NOW HIRING)

NFP Corp

Associate, Client Service

Madison, WI · On-site

$50K - $58K/yr

The Client Service Associate supports advisor teams and clients through account operations, onboarding, and ongoing maintenance. This role builds foundational technical knowledge, develops client ...

NFP Corp

Associate, Client Service

Madison, WI · On-site

$50K - $58K/yr

The Client Service Associate supports advisor teams and clients through account operations, onboarding, and ongoing maintenance. This role builds foundational technical knowledge, develops client ...

NFP Corp

Associate, Client Service

Madison, WI · On-site

$50K - $58K/yr

The Client Service Associate supports advisor teams and clients through account operations, onboarding, and ongoing maintenance. This role builds foundational technical knowledge, develops client ...

Brewinc Events

Client Relations Associate

Madison, WI · On-site

$40K - $50K/yr

The Client Relations Associate serves as a key point of contact for clients, ensuring they receive exceptional service and support. This role focuses on building strong relationships, addressing ...

Alphabe Insight Inc

Client Service Associate

Madison, WI · On-site

$50K - $56K/yr

We are seeking a polished and motivated Client Service Associate to join our expanding team in Madison, WI. In this role, you will serve as a key point of contact for clients, ensuring smooth ...

Alphabe Insight Inc

Client Service Associate

Madison, WI · On-site

$50K - $55K/yr

We are seeking a motivated Client Service Associate to join our dynamic team in Madison, WI. The ideal candidate will act as the primary point of contact for clients, ensuring their needs are met ...

next page

Showing results 1-20

All JobsClient Associate JobsClient Associate Jobs in Janesville, WI

Client Associate information

See Janesville, WI salary details

$17K

$46.9K

$69.5K

How much do client associate jobs pay per year?

As of Sep 5, 2026, the average yearly pay for client associate in Janesville, WI is $46,895.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,800.00 and $57,000.00 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 Janesville, WI?

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

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

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

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

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

Client Associate jobs near you
Infographic showing various Client Associate job openings in Janesville, WI as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 13% Part Time, and 6% Contract. Highlights an 83% Physical, 2% Hybrid, and 15% Remote job distribution, with an average salary of $46,895 per year, or $22.5 per hour.

Wealth Management Client Associate

Claire Myers Consulting

Madison, WI • Hybrid

Full-time

Medical, Retirement, PTO

Posted 12 days ago

Key responsibilities

  • Support advisors with meeting preparation, analysis, and follow-up.

  • Learn the firm's financial planning, investment philosophy, and operational processes.

  • Prepare and update comprehensive financial plans.

Job description

Location: Madison, Wisconsin (Full-Time/Hybrid)

Compensation: Base salary + benefits



The Opportunity:


Our client is a growing independent wealth management firm looking for a Wealth Management Client Associate who is excited to build a long-term career in the industry.


You will work directly alongside two experienced CFP professionals who want to teach, mentor, and develop someone into an exceptional wealth management professional. The role will be primarily in-office while you're learning the business, with the opportunity for a hybrid schedule as you become established in the role.



Role Responsibilities (first 9-12 months):


  • Learn the business and build a strong technical foundation
  • Learn the firm's financial planning and investment philosophy
  • Become highly proficient in eMoney
  • Prepare and update comprehensive financial plans
  • Support advisors with meeting preparation, analysis, and follow-up
  • Learn the firm's technology, custodial, and operational processes
  • Cross-train in client service and operations
  • Complete your Series 7 and 66, if needed, with firm support
  • Begin or continue working toward your CFP designation



The goal is to understand how the entire client experience comes together before taking on significant client responsibility.


Role Trajectory:


  • Take ownership of more complex financial planning work
  • Participate more actively in client meetings
  • Lead planning engagements for emerging and next-generation clients
  • Build trusted relationships with existing clients
  • Help expand the firm's standalone financial planning offering
  • Earn your CFP designation with firm support



From there, your career path can evolve based on your strengths and interests. You may grow into a Wealth Advisor managing client relationships, or become a planning-focused CFP who plays an integral role in delivering sophisticated financial planning across the firm. Significant business development is not a requirement for success in this role.



Qualifications:


  • Experience in & a passion for wealth management, financial services, banking, investments, or a related field
  • A solid understanding of financial planning fundamentals
  • Strong analytical and problem-solving skills
  • Curiosity, initiative, and a desire to grow
  • The ability to take direction and then run with a project
  • A genuine interest in earning the CFP and building a career in wealth management
  • Experience with eMoney, Pershing, the SIE, Series 7, Series 66, or CFP coursework is a plus, but not required



Compensation & Benefits:


Compensation will be based on experience, licensing, and the level of responsibility you can take on from the beginning, with meaningful long-term earning potential as your role grows.



Benefits include:


  • Health insurance with approximately 90% of premiums paid by the firm
  • Safe Harbor 401(k) with a 4% employer match
  • 14 days of PTO plus paid holidays
  • Company-sponsored licensing and CFP support
  • Direct mentorship from experienced CFP professionals
  • Hybrid flexibility as you become established in the role



Why This Opportunity Is Different:


The firm's founders came through traditional advisor training programs where success was largely measured by how quickly you could produce. They want to offer someone a different path. You'll have the time to learn, strong mentorship, exposure to real financial planning, and the opportunity to grow into the role that best fits your strengths. They're not looking for someone who already knows everything. They're looking for someone who's hungry to learn, passionate about wealth management, and excited to grow with the firm.