ZipRecruiter

Log In

1

Client Associate Jobs in Madison, WI (NOW HIRING)

Lake Ridge Bank

Client Support Representative

Waunakee, WI

$16.75 - $22.25/hr

Associate's degree in Business, Accounting, Finance and/or 1-2 years of experience within a financial services work environment. * Previous client service experience, particularly in a call center or ...

Lake Ridge Bank

Client Support Representative

Waunakee, WI · On-site

$16.75 - $22.25/hr

Associate's degree in Business, Accounting, Finance and/or 1-2 years of experience within a financial services work environment. * Previous client service experience, particularly in a call center or ...

Lake Ridge Bank

Client Support Representative

Evansville, WI · On-site

$16 - $21.25/hr

Associate's degree in Business, Accounting, Finance and/or 1-2 years of experience within a financial services work environment. * Previous client service experience, particularly in a call center or ...

Lake Ridge Bank

Client Support Representative

Waunakee, WI · On-site

$16.75 - $22.25/hr

Associate's degree in Business, Accounting, Finance and/or 1-2 years of experience within a financial services work environment. * Previous client service experience, particularly in a call center or ...

Lake Ridge Bank

Client Support Representative

Waunakee, WI · On-site

$16.75 - $22.25/hr

Associate's degree in Business, Accounting, Finance and/or 1-2 years of experience within a financial services work environment. * Previous client service experience, particularly in a call center or ...

next page

Showing results 1-20

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 23, 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.

Student Client Service Associate - Youth Apprenticeship

Lake Ridge Bank

Mount Horeb, WI • On-site

Part-time

Posted 6 days ago

Job description

Description:

Lake Ridge Bank is hiring a Youth Apprentice for the 2026/2027 school year as a Student Client Service Associate (Teller) at our Mount Horeb location! Looking for a steady and local job where you can learn about banking and gain valuable professional skills? Apply today! We offer part time hours during the summer and the upcoming school year as well as flexibility in scheduling.


ESSENTIAL RESPONSIBILITIES:

  • Promote and maintain positive relations with all internal and external contacts, clients and potential clients.
  • Process all transactions that come through the CSA (teller) area including but not limited to cashing checks, performing withdrawals, making deposits, processing loan payments, etc.
  • Properly balance and maintain a cash drawer daily
  • Keep informed about bank products and services offered
  • Maintain confidentiality of client information at all times
  • Participates in community involvement/bank activities as appropriate
  • Performs all other duties as assigned
Requirements:
  • Working towards a high school diploma
  • Preferred experience in a similar office or customer service role but not required
  • Ability to work with minimal supervision
  • Ability to keep information confidential
  • Ability to represent the organization in a professional, positive manner
  • Ability to perform repetitive tasks with efficiency and attention to detail
  • Comfortable working with technology and computer systems


Lake Ridge Bank values a diverse workforce and is an Affirmative Action/Equal Opportunity Employer.


Consistent with Lake Ridge Bank’s commitment to employ and advance qualified individuals with disabilities, Lake Ridge Bank provides reasonable accommodation to apply for or perform a job. Some examples of reasonable accommodation include alternate methods to apply, providing documents in an alternate format, altering work procedures, specialized equipment or use of an interpreter. If an individual needs reasonable accommodations to apply or perform a job here at Lake Ridge Bank, please contact Human Resources at (608) 849-2700 or email us.

Apply