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Client Associate Jobs in Madison, WI (NOW HIRING)

Morgan Dar

Associate Dentist

Sun Prairie, WI · On-site

Our client has a proven track record of helping associates reach their professional and financial goals in a supportive, patient-centered environment. They balance clinical excellence with a culture ...

Morgan Dar

Associate Dentist

Watertown, WI · On-site

Our client has a proven track record of helping associates reach their professional and financial goals in a supportive, patient-centered environment. They balance clinical excellence with a culture ...

Wisconsin

Client Services Specialist

Madison, WI

$20/hr

Associate's Degree Preferred How to Apply: Begin the online application process by clicking the ... Katie Radspinner, Client Services Supervisor, kradspinner@wisc.edu Human Resources Support: April ...

Intuit

Tax Associate

Evansville, WI · On-site

$57K - $76K/yr

Additionally, you will play a key role in growing TurboTax's client base within the local community ... TurboTax Live - Seasonal Local Service Associates will confidently take on the role of its public ...

Polco

Survey Research Associate

Madison, WI · On-site +1

$50K - $60K/yr

Survey Research Associate The Survey Research Associate position leads the planning, coordination ... Learning to promptly respond to client questions, resolve technical issues and requests for ...

Focus Partners Wealth

Tax Associate

Madison, WI · On-site

$58K - $78K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Analyze client information and offer recommendations for reducing client tax liabilities.

Polco

Survey Research Associate (Remote)

Madison, WI · Remote

$50K - $60K/yr

Survey Research Associate The Survey Research Associate position leads the planning, coordination ... Learning to promptly respond to client questions, resolve technical issues and requests for ...

Santander

Investment Banking Associate

Madison, WI · On-site

$175K - $225K/yr

Actively participate in client meetings and deal discussions. * Contribute to deal structuring and negotiation processes. * Support senior bankers in identifying and pursuing new business ...

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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 Jul 14, 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 jobs pay 4000 a week without a degree?

A Client Associate role typically does not pay $4,000 a week without relevant experience or specialized skills. High-paying roles that can reach this level often involve sales, real estate, or financial services where commissions and bonuses are significant, but they usually require experience, certifications, or licensing. Most jobs paying this amount without a degree are in sales, entrepreneurship, or commission-based positions.

Is a client service associate a good job?

A client service associate is a role focused on assisting clients, managing accounts, and providing support within financial or service industries. It often requires strong communication skills, attention to detail, and familiarity with customer relationship management tools. The job can offer stable employment and opportunities for advancement, depending on the employer and industry.

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 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 Associate the lowest position?

In many organizations, the title of Client Associate is an entry-level or junior position, but it is not necessarily the lowest role. Some companies have internships, assistants, or trainee roles that are considered lower, while others may have multiple levels of associates before reaching senior or managerial positions. Career progression often depends on experience, performance, and company structure.

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
Employee Benefits Client Manager, Advisory & Consulting

Employee Benefits Client Manager, Advisory & Consulting

World Insurance Associates, LLC.

Stoughton, WI • On-site

Full-time

Retirement

Posted 8 days ago

World Insurance Associates rating

7.8

Company rating: 7.8 out of 10

Based on 19 frontline employees who took The Breakroom Quiz

168th of 281 rated insurance

Job description

Company Overview 
World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals.  
Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.
Position Summary  
  • With some guidance and or direction, leads client service for middle market clients, and supports large market clients often collaborating closely with senior colleagues on strategy design and renewal messaging.   
  • Clients are often fully insured, or level funded with 50 to 250 enrolled EEs, and generate $25k or more in EB revenue.  
  • Independently leads on a few key clients and/or small clients, including renewal messaging. 
  • Assigned book between $700K to $1.2M in EB rev.  

Primary Responsibilities 
  • Manage client strategy planning and contributes to program and coverage recommendations. 
  • Supports RFP process, carrier negotiations and carrier contract reviews for fully insured clients typically between $25k to $100k in revenue.  
  • Build using EB tools and templates benchmarking, financial dashboards, projections, and other financial analysis and assist in presenting insights and recommendations.  
  • Lead client and vendor meetings and calls (such as Carrier implementation) and conducting knowledgeable and engaging open enrollment meetings (both in-person and virtually). 
  • Create and edit open enrollment communicate templates  
  • Communicate the value of WIA EB Subject Matter Experts and knowing when to engage them. 
 
Additional Duties  
  • Take and resolve calls/emails from clients and or members, related to claims, billing, EOB and coverages  

Work Experience 
Knowledge, Skills, and Abilities (Proficient) 
  • Understanding of fully insured, level-funded, and simple self-funding concepts. 
  • Identifying trends and patterns in data sets and understanding their implications for clients’ health plans. 
  • Project management skills in collaborating with colleagues, carriers, vendors, and SMEs to deliver on client service plans. 
  • Excel and PowerPoint, with developing knowledge and application of EB analytics tools, models, and capabilities. 
  • Effective communicator, tailoring writing and speaking styles to convey messages and ideas to varied audiences to build understanding and commitment. 
  • Developing knowledge around vendor/solutions/products outside of traditional insurance products. 
 
People Management 
  • Individual contributor; may provide general guidance/direction to more junior staff informally. 
 
Professional Licenses/Certifications 
  • Must hold state life and health insurance license

Education  
Bachelor’s degree preferred, but equivalent work experience would be considered 
Physical Demands 
Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally. 
Equal Employment Opportunity 
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. 
To Executive Search Firms and Staffing Agencies
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. 
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