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Client Associate Jobs in Madison, WI (NOW HIRING)

Brewinc Events

Client Relations Associate

Madison, WI

$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 ...

Choreo

Client Service Associate

Madison, WI · On-site

$14.50 - $20.25/hr

Client Service Associate Rockford, IL or Madison, WI Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs ...

Choreo

Client Service Associate

Madison, WI

$14.50 - $20.25/hr

As a Client Service Associate, you will be responsible for managing client communications and support. In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members ...

Alphabe Insight

Client Service Associate

Madison, WI

$50K - $56K/yr

Client Service Associate Reboot Staff is a dedicated staffing partner committed to connecting talented professionals with organizations that value precision, integrity, and long-term growth. We take ...

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 ...

The QTI Group

Client Service Associate

Madison, WI

$14.50 - $20.25/hr

The QTI Group is partnering with Resonant Capital Advisors to hire a Client Service Associate (CSA) to join their team. Resonant Capital Advisors is a privately held, innovative, and growing ...

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All JobsClient Associate JobsClient Associate Jobs in Madison, WI

Client Associate information

See Madison, WI salary details

$18.6K

$51.4K

$76.1K

How much do client associate jobs pay per year?

As of Jun 22, 2026, the average yearly pay for client associate in Madison, WI is $51,353.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,300.00 and $62,500.00 per year, depending on experience, location, and employer.

What does a client associate do?

A client associate supports clients by managing accounts, providing information, and addressing inquiries. They often handle administrative tasks, use customer relationship management (CRM) tools, and ensure client needs are met efficiently within a financial or service environment.

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 job makes 10,000 a month without a degree?

A Client Associate role can potentially earn $10,000 or more per month with experience, strong sales skills, and a client-focused approach, especially in finance or investment firms. High earnings often depend on commissions, bonuses, and performance, and such roles typically require excellent communication and relationship management skills rather than formal degrees.

What are Client Associates?

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.

Is client associate entry-level?

A client associate position is often considered entry-level, suitable for candidates with a bachelor's degree and strong communication skills. Many firms provide on-the-job training and may require some familiarity with financial products or customer service experience. Advancement typically involves gaining industry knowledge and developing client management skills.

Is Associate the lowest position?

In many organizations, the title 'Client Associate' is an entry-level or junior position within client service or financial roles. However, the lowest position can vary depending on the company's hierarchy and structure, and there may be roles such as intern or assistant that are considered lower. Career progression often involves moving from associate to higher roles with experience and skills development.

What are the key skills and qualifications needed to thrive as a Client Associate, and why are they important?

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 are the most commonly searched types of Client jobs in Madison, WI? The most popular types of Client jobs in Madison, WI are:
What are popular job titles related to Client Associate jobs in Madison, WI? For Client Associate jobs in Madison, WI, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Madison, WI look for? The top searched job categories for Client Associate jobs in Madison, WI are:
What cities near Madison, WI are hiring for Client Associate jobs? Cities near Madison, WI with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Madison, WI as of June 2026, with employment types broken down into 80% Full Time, 19% Part Time, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $51,353 per year, or $24.7 per hour.

Client Relations Associate

Brewinc Events

Madison, WI

$40K - $50K/yr

Full-time

Posted 4 days ago

Job description

Location: Madison, WI
Employment Type: Full-Time / Entry Level

Position Overview:
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 client needs, and helping maintain overall client satisfaction and loyalty.

Key Responsibilities:

  • Act as the primary contact for clients, providing assistance, information, and support.

  • Build and maintain positive, long-term client relationships.

  • Respond to inquiries via phone, email, or in person, ensuring timely and accurate communication.

  • Resolve client concerns, troubleshoot issues, and escalate complex cases when necessary.

  • Maintain detailed client records, updates, and follow-up notes in the system.

  • Collaborate with internal teams to ensure client needs are met and service quality is upheld.

  • Assist in onboarding new clients and guiding them through processes or services.

  • Gather client feedback and share insights to improve service delivery and customer experience.

Qualifications:

  • High school diploma or equivalent; studies in business, communications, or related fields are a plus.

  • Strong interpersonal and communication skills.

  • Customer-oriented mindset with the ability to handle inquiries professionally.

  • Excellent problem-solving abilities and attention to detail.

  • Ability to multitask and manage time effectively.