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Client Associate Jobs in Mequon, WI (NOW HIRING)

Drake and Associates

Client Service Specialist

Waukesha, WI · On-site

$55K - $70K/yr

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 ...

Bering & Associate's

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Insurance - Executive Service Support

Wauwatosa, WI · On-site

$42K - $80K/yr

Insurance Administrative Support Bering & Associates - American Family Insurance Location: Mayfair ... Build and maintain long-term client relationships with current client base * Support the executive ...

VCA Animal Hospital

Client Service Representative

Waukesha, WI · On-site

$16 - $21.75/hr

Full-Time Client Service Representative (CSR) at VCA Associates in Pet Care Animal Hospital Job Summary: We are seeking a dedicated and friendly Client Service Representative (CSR) to join our front ...

Baird Capital

Client Specialist

Milwaukee, WI

Client Specialist As a Client Specialist, you will: * Be responsible for the client service and ... Team of associates passionate about achieving great results for clients and give back to the ...

Baird

Client Specialist

Milwaukee, WI · On-site

As a Client Specialist, you will: Be responsible for the client service and business operation ... Team of associates passionate about achieving great results for clients and give back to the ...

Robert W Baird & Co

Client Specialist

Milwaukee, WI · On-site

As a Client Specialist, you will: Be responsible for the client service and business operation ... Team of associates passionate about achieving great results for clients and give back to the ...

Robert W Baird & Co

Client Specialist

Milwaukee, WI · On-site

As a Client Specialist, you will: Be responsible for the client service and business operation ... Team of associates passionate about achieving great results for clients and give back to the ...

Baird

Client Specialist

Milwaukee, WI

As a Client Specialist, you will: Be responsible for the client service and business operation ... Team of associates passionate about achieving great results for clients and give back to the ...

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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 22, 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 Specialist

Drake and Associates

Waukesha, WI • On-site

$55K - $70K/yr

Full-time

Posted 21 days ago

Job description

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 to grow, we are seeking a Client Service Specialist who is passionate about serving clients, thrives in a fast-paced environment, and takes pride in delivering accurate, high-quality work.
About This Opportunity
The Client Service Specialist plays a critical role in supporting both clients and advisors by ensuring service requests, account maintenance, and new business processing are completed accurately and efficiently. This position serves as a point of contact for clients and is instrumental in creating a seamless experience throughout the client journey.
The ideal candidate is highly organized, detail-oriented, and committed to providing outstanding service. They enjoy building relationships, solving problems, and taking ownership of their work. This role offers the opportunity to build a long-term career within a growing firm while making a meaningful impact on both clients and the team.
How You'll Make an Impact
Client Service & Relationship Management
  • Deliver exceptional service and support to clients through phone, email, and other communication channels.
  • Respond to client inquiries and service requests in a timely, professional manner.
  • Build and maintain positive relationships with clients while ensuring a high level of client satisfaction.
  • Communicate effectively with advisors, custodians, and internal team members to resolve client needs.

Account & New Business Processing
  • Process account applications and service requests accurately and efficiently.
  • Assist clients in gathering and submitting required documentation.
  • Coordinate account transfers and monitor progress through completion.
  • Support client onboarding and ensure a smooth transition into the firm.
  • Assist advisors with appointment preparation and follow-up activities.
  • Maintain accurate client records and documentation within the CRM.

Administrative & Operational Support
  • Document client interactions and update records in the CRM system.
  • Monitor workflows and follow through on outstanding items.
  • Support office operations and contribute to continuous process improvement.
  • Collaborate with team members to ensure operational excellence and consistency.

What We're Looking For
Required
  • 1+ years of experience in client service, administration, or financial services.
  • Strong organizational, communication, and time management skills.
  • Detail-oriented with a commitment to accuracy.
  • Proficiency with Google Workspace or similar software.
  • Ability to learn new systems and processes quickly.

Preferred
  • Active Wisconsin Life & Health License
  • Financial services experience.
  • Familiarity with CRM systems, preferably Salesforce.
  • Interest in obtaining the Series 65 license and growing a career in financial services.

Desired Traits
  • Client-focused with a strong sense of ownership.
  • Organized, adaptable, and able to manage multiple priorities.
  • Positive, dependable, and committed to continuous improvement.

Apply