ZipRecruiter

Log In

1

Client Associate Jobs in Milwaukee, WI (NOW HIRING)

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 ...

UMB Financial

Retirement Client Advisor

Milwaukee, WI · On-site

$99K - $157K/yr

The Retirement Client Advisor generates new business opportunities and manages a customer portfolio ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

US Bank

Client Account Manager

Milwaukee, WI

... Associate's degree, or equivalent work experience - Typically two or more years of client ... management experience in payments industry Preferred Skills/Experience - Strong contract ...

New

Grzeca Law Group, S.C.

Associate Attorney

Milwaukee, WI · On-site

We set a high standard for client service and work hard to meet that standard every day, without ... The Associate Attorney serves as an Account Representative for assigned clients and matters, with ...

next page

Showing results 1-20

All JobsClient Associate JobsClient Associate Jobs in Milwaukee, WI

Client Associate information

See Milwaukee, WI salary details

$18.2K

$50.2K

$74.4K

How much do client associate jobs pay per year?

As of Jul 15, 2026, the average yearly pay for client associate in Milwaukee, WI is $50,213.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,400.00 and $61,100.00 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 Milwaukee, WI? The most popular types of Client jobs in Milwaukee, WI are:
What are popular job titles related to Client Associate jobs in Milwaukee, WI? For Client Associate jobs in Milwaukee, WI, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Milwaukee, WI look for? The top searched job categories for Client Associate jobs in Milwaukee, WI are:
What cities near Milwaukee, WI are hiring for Client Associate jobs? Cities near Milwaukee, WI with the most Client Associate job openings:
Client Associate jobs near you

Financial Advisor - Client Relationship Focus

Drake and Associates

Waukesha, WI • On-site

$100K - $200K/yr

Full-time

Medical, Life, Retirement

Re-posted 20 days ago

Job description

Financial Advisor - Client Relationship Focus
At Drake & Associates, we are committed to delivering exceptional client experiences. We seek individuals who consistently exceed expectations and demonstrate a passion for building lasting relationships. If you are driven to make a meaningful impact and thrive in a client-focused environment, we invite you to consider joining our team.
Why You'll Love This Role
  • Focus on building relationships with existing clients-no prospecting required
  • Opportunity to make a meaningful impact on clients' lives
  • Supportive team environment and ongoing professional development
  • Recognition and rewards for outstanding performance

About This Opportunity
As a Relationship Advisor, your primary responsibility is to meet one-on-one with existing clients, fostering trust and long-term relationships. This role is ideal for professionals who enjoy connecting with people, providing superior service, and always putting clients first. Unlike traditional advisory positions, you will inherit an existing book of clients and focus exclusively on servicing and strengthening these relationships-no prospecting required.
How You'll Make an Impact
  • Prepare, present, and implement customized financial plans tailored to each client's needs
  • Advise clients on annuities, life and long-term care insurance, investment strategies, and retirement planning
  • Manage and retain strong client relationships through regular communication and support
  • Participate in client appreciation and educational events to enhance engagement and loyalty

What We're Looking For
  • At least 2 years of experience in financial services
  • Series 65 or a combination of Series 66 and 7, plus Life and Health licenses
  • Experience serving in a client-facing capacity with direct responsibility for managing client relationships, conducting client meetings, and delivering ongoing advice and service
  • Strong organizational, prioritization, interpersonal, and management skills
  • Excellent verbal and written communication abilities
  • Experience with Salesforce is preferred

What Makes You a Great Fit
  • Demonstrates strong initiative and a proactive approach to client needs
  • Maintains a positive attitude and persistence in achieving goals
  • Effectively markets services to local clients
  • Works collaboratively as part of a team

Compensation & Bonus Structure
This position offers a competitive salary and the opportunity to earn performance-based bonuses. Bonus eligibility is tied to meeting key performance goals, delivering strong results, and contributing to company-wide success.
Ready to make an impact?
If you are passionate about client service and eager to grow your career with Drake & Associates, we encourage you to apply and learn more about how you can contribute to our mission.

Apply