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Client Associate Jobs in Madison, WI (NOW HIRING)

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See Madison, WI salary details

$18.6K

$51.4K

$76.1K

How much do client associate jobs pay per year?

As of May 29, 2026, the average yearly pay for client associate in Madison, WI is $51,361.00, 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 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.

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 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.

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 May 2026, with employment types broken down into 1% As Needed, 74% Full Time, 17% Part Time, 1% Temporary, and 7% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $51,361 per year, or $24.7 per hour.

Student Client Service Associate - Youth Apprenticeship

Lake Ridge Bank

Middleton, WI

Other

Posted 12 days ago

Job description

Lake Ridge Bank is hiring a Youth Apprentice for the 2026/2027 school year as a Student Client Service Associate (Teller) at our Middleton- University Ave. 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.

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