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Client Associate Jobs in Mequon, WI (NOW HIRING)

Stifel

Client Service Associate - NR

Mequon, WI

$13 - $17.75/hr

The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support ...

Stifel

Client Service Associate - NR

Waukesha, WI · On-site

$14.50 - $20/hr

The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support ...

Stifel

Client Service Associate - NR

Waukesha, WI

$14.50 - $20/hr

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of ...

Stifel

Client Service Associate - NR

Mequon, WI · On-site

$13 - $17.75/hr

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of ...

Stifel

Client Service Associate - NR

Mequon, WI

$13 - $17.75/hr

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of ...

Stifel

Client Service Associate - NR

Waukesha, WI · On-site

$14.50 - $20/hr

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of ...

Gallagher

Associate Client Service Manager

Brookfield, WI

$13.75 - $19/hr

Overview At Gallagher, we're looking for an Associate Client Service Manager to join our Commercial team. In this role, you'll help clients solve challenges and deliver tailored insurance solutions.

Drake and Associates

Client Service Specialist

Waukesha, WI

$17 - $22.50/hr

Drake & Associates is a growing financial planning firm dedicated to helping clients achieve financial confidence through comprehensive planning and an exceptional client experience. As we continue ...

Drake and Associates

Client Service Specialist

Waukesha, WI · On-site

$17 - $22.50/hr

Client Service Specialist Drake & Associates is a growing financial planning firm dedicated to helping clients achieve financial confidence through comprehensive planning and an exceptional client ...

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All JobsClient Associate JobsClient Associate Jobs in Mequon, WI

Client Associate information

See Mequon, WI salary details

$16.4K

$45.3K

$67K

How much do client associate jobs pay per year?

As of Jun 23, 2026, the average yearly pay for client associate in Mequon, WI is $45,250.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,500.00 and $55,000.00 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 cities near Mequon, WI are hiring for Client Associate jobs? Cities near Mequon, WI with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Mequon, WI as of June 2026, with employment types broken down into 80% Full Time, 18% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $45,250 per year, or $21.8 per hour.
Client Service Associate

Client Service Associate

TalentLink Solutions

Brookfield, WI • On-site

$24 - $26/hr

Full-time

Posted 20 days ago

Job description

We are a well-established and rapidly growing wealth management firm in western Milwaukee dedicated to helping individuals and families plan, invest, and enjoy life through comprehensive financial planning and personalized investment management. We emphasize a client-centric approach grounded in long-term relationships, thoughtful guidance, and a commitment to aligning financial decisions with what matters most to each client. As a firm, we believe that meaningful financial advice begins with understanding a client's goals and values, and that success comes from tailored planning, disciplined investing, and reliable, ongoing care. We support clients at every life stage, whether planning for retirement, managing investments, or building a legacy, to help provide clarity and confidence in their financial journey.
Position Overview
We are seeking a Client Service Associate to join our dedicated service center team. Supporting 12 Senior Advisors, their teams, and over $1 Billion in assets under management, the service center is a cohesive, collaborative, and well-oiled operation that manages all back-office support. This includes processing information updates, opening accounts, handling fund transfers and distributions, and ensuring accurate and timely completion of paperwork. While this role primarily interacts with internal team members, there will occasionally be a need to reach out to clients directly to verify information or follow up on outstanding items, such as completing forms or obtaining signatures. The ideal candidate has a keen eye for detail, genuinely enjoys helping others, and can work independently while thriving as part of a team. You are organized, enjoy processing requests and completing forms, and are a go-getter when it comes to follow-through. Details rarely slip past you, and you have a curiosity and enthusiasm for learning new technology and tools. For those who do not have prior experience in wealth management, we are prepared to train to get you up to speed and we just need you to bring your excitement and willingness to learn.
Responsibilities
  • Create and maintain accurate client records in the CRM system (Redtail), ensuring all confidential and required information is secure
  • Process client information changes, including names, addresses, beneficiaries, etc.
  • Prepare and submit required paperwork, obtain signatures, track applications, and coordinate rollovers for a smooth and organized account setup
  • Monitor account alerts and resolve issues when paperwork or requests need correction
  • Follow up on outstanding paperwork and resolve issues on incomplete items
  • Handle client fund transfers, including wires, ACHs, checks, and internal transfers
  • Assist with required retirement distributions and track completion
  • Communicate with our broker/dealer and other vendors as needed
  • Follow, manage, and monitor task list, effectively prioritizing time-sensitive requests or issues
  • Additional tasks may arise in the course of your work, we are always eager to support each other for the greater good of the client and team

Qualifications
  • High school diploma or equivalent; Bachelor's degree highly preferred
  • 2-3 years of proven experience in a professional office or administrative setting required; experience in financial services preferred
  • Excellent attitude, professional demeanor, and an extraordinary client service orientation
  • Task orientated, ability to multitask, prioritize, and manage multiple requests
  • High level of confidentiality with a strong attention to detail
  • Excellent organizational and time management skills and strong documentation habits
  • Exceptional written and verbal communication skills
  • Strong with technology and aptitude to learn new software programs
  • Ability to work independently and as part of a team
  • Demonstrates a high degree of self-motivation and possesses a sense of urgency

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