Do you know how to take care of people? We're looking for a Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help ...
New
Do you know how to take care of people? We're looking for a Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help ...
New
Client Associate - Mayfair
Milwaukee, WI · On-site
TravisMathew Client Associate TravisMathew is a premium apparel brand that exists because we seized an opportunity--and we're inviting you to take yours. Back in 2007, we saw there weren't many ...
Client Associate - Mayfair
Milwaukee, WI · On-site
TravisMathew Client Associate TravisMathew is a premium apparel brand that exists because we seized an opportunity--and we're inviting you to take yours. Back in 2007, we saw there weren't many ...
Client Associate - Mayfair
Wauwatosa, WI · On-site
The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability ...
Client Associate - Mayfair
Wauwatosa, WI · On-site
The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability ...
Client Associate - Mayfair
Wauwatosa, WI · On-site
The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability ...
Client Associate - Mayfair
Wauwatosa, WI · On-site
The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability ...
Client Associate
Brookfield, WI · On-site
About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking ...
New
Client Associate
Brookfield, WI · On-site
About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking ...
New
Client Relations Associate
Milwaukee, WI · On-site
$39K - $49K/yr
Do you enjoy developing strong client relationships and creating meaningful partnerships?As a Client Relations Associate, you'll serve as a key connection between our organization and corporate ...
Client Relations Associate
Milwaukee, WI · On-site
$39K - $49K/yr
Do you enjoy developing strong client relationships and creating meaningful partnerships?As a Client Relations Associate, you'll serve as a key connection between our organization and corporate ...
Client Relations Associate
Milwaukee, WI · On-site
$39K - $49K/yr
Do you enjoy developing strong client relationships and creating meaningful partnerships?As a Client Relations Associate, you'll serve as a key connection between our organization and corporate ...
Client Relations Associate
Milwaukee, WI · On-site
$39K - $49K/yr
Do you enjoy developing strong client relationships and creating meaningful partnerships?As a Client Relations Associate, you'll serve as a key connection between our organization and corporate ...
Client Relations Associate
Milwaukee, WI · On-site
$39K - $49K/yr
As a Client Relations Associate, you'll serve as a key connection between our organization and corporate partners, helping cultivate and strengthen the relationships that make our transformative work ...
Quick apply
Client Relations Associate
Milwaukee, WI · On-site
$39K - $49K/yr
As a Client Relations Associate, you'll serve as a key connection between our organization and corporate partners, helping cultivate and strengthen the relationships that make our transformative work ...
Client Relations Associate
$39K - $49K/yr
As a Client Relations Associate , you'll serve as a key connection between our organization and corporate partners, helping cultivate and strengthen the relationships that make our transformative ...
Client Relations Associate
$39K - $49K/yr
As a Client Relations Associate , you'll serve as a key connection between our organization and corporate partners, helping cultivate and strengthen the relationships that make our transformative ...
The PAM Client Service Associate plays a vital role in delivering an exceptional experience to the highnetworth and institutional clients served by Baird's Private Asset Management (PAM) team. This ...
The PAM Client Service Associate plays a vital role in delivering an exceptional experience to the highnetworth and institutional clients served by Baird's Private Asset Management (PAM) team. This ...
Client Relationship Marketing Associate Director
Milwaukee, WI · On-site
$39K - $49K/yr
The Client Relationship Marketing Associate Director for a large, Communications, Media and Technology (CMT) account, is part of our cross-market CMT marketing team. The role is designed to lead ...
Client Relationship Marketing Associate Director
Milwaukee, WI · On-site
$39K - $49K/yr
The Client Relationship Marketing Associate Director for a large, Communications, Media and Technology (CMT) account, is part of our cross-market CMT marketing team. The role is designed to lead ...
Client Service Associate
Milwaukee, WI · On-site
$50K - $60K/yr
Job Title Client Service Associate Salary Range $50,000 USD - $60,000 USD Specific compensation will be based on candidate's experience, skills, qualifications, commercial considerations, and other ...
Client Service Associate
Milwaukee, WI · On-site
$50K - $60K/yr
Job Title Client Service Associate Salary Range $50,000 USD - $60,000 USD Specific compensation will be based on candidate's experience, skills, qualifications, commercial considerations, and other ...
Client Service Associate
Milwaukee, WI · On-site
$50K - $60K/yr
The Client Service Associate (CSA) will be responsible for responding to fund-related questions and requests via inbound calls and the Russell website. The CSA associates generate several types of ...
Client Service Associate
Milwaukee, WI · On-site
$50K - $60K/yr
The Client Service Associate (CSA) will be responsible for responding to fund-related questions and requests via inbound calls and the Russell website. The CSA associates generate several types of ...
Client Service Associate
Milwaukee, WI · On-site
$14.25 - $19.75/hr
Client Service Associate At Elevare Branding, we specialize in building powerful brand identities and strategic marketing solutions that drive measurable growth. Our team is dedicated to innovation ...
Client Service Associate
Milwaukee, WI · On-site
$14.25 - $19.75/hr
Client Service Associate At Elevare Branding, we specialize in building powerful brand identities and strategic marketing solutions that drive measurable growth. Our team is dedicated to innovation ...
Client Service Associate
Waukesha, WI · On-site
$14.50 - $20/hr
Senior Client Service Associate Senior Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Senior Client Service ...
Client Service Associate
Waukesha, WI · On-site
$14.50 - $20/hr
Senior Client Service Associate Senior Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Senior Client Service ...
Client Service Associate
Milwaukee, WI · On-site
$50K - $60K/yr
The Client Service Associate (CSA) will be responsible for responding to fund-related questions and requests via inbound calls and the Russell website. The CSA associates generate several types of ...
Client Service Associate
Milwaukee, WI · On-site
$50K - $60K/yr
The Client Service Associate (CSA) will be responsible for responding to fund-related questions and requests via inbound calls and the Russell website. The CSA associates generate several types of ...
Client Service Associate
Milwaukee, WI · On-site
$14.25 - $19.75/hr
We are seeking a detail-oriented and client-focused Client Service Associate to join our Milwaukee team. In this role, you will act as a key point of contact between the company and its clients ...
Client Service Associate
Milwaukee, WI · On-site
$14.25 - $19.75/hr
We are seeking a detail-oriented and client-focused Client Service Associate to join our Milwaukee team. In this role, you will act as a key point of contact between the company and its clients ...
Client Service Associate
Milwaukee, WI · On-site
$14.25 - $19.75/hr
We are seeking a detail-oriented and client-focused Client Service Associate to join our Milwaukee team. In this role, you will act as a key point of contact between the company and its clients ...
Client Service Associate
Milwaukee, WI · On-site
$14.25 - $19.75/hr
We are seeking a detail-oriented and client-focused Client Service Associate to join our Milwaukee team. In this role, you will act as a key point of contact between the company and its clients ...
Client Service Associate
Milwaukee, WI · On-site
$14.25 - $19.75/hr
The Client Service Associate will serve as a key point of contact between clients and internal teams, ensuring a seamless and positive customer experience. This role involves supporting client ...
Client Service Associate
Milwaukee, WI · On-site
$14.25 - $19.75/hr
The Client Service Associate will serve as a key point of contact between clients and internal teams, ensuring a seamless and positive customer experience. This role involves supporting client ...
Client Service Associate
Milwaukee, WI · On-site
$14.25 - $19.75/hr
The Client Service Associate will serve as a key point of contact between clients and internal teams, ensuring a seamless and positive customer experience. This role involves supporting client ...
Client Service Associate
Milwaukee, WI · On-site
$14.25 - $19.75/hr
The Client Service Associate will serve as a key point of contact between clients and internal teams, ensuring a seamless and positive customer experience. This role involves supporting client ...
Client Associate information
See Shorewood, WI salary details
$18.7K - $24K
3% of jobs
$24K - $29.2K
1% of jobs
$29.2K - $34.5K
9% of jobs
$34.5K - $39.7K
6% of jobs
$41.6K is the 25th percentile. Wages below this are outliers.
$39.7K - $45K
16% of jobs
$45K - $50.2K
11% of jobs
The median wage is $52.1K / yr.
$50.2K - $55.5K
11% of jobs
$55.5K - $60.7K
14% of jobs
$62.1K is the 75th percentile. Wages above this are outliers.
$60.7K - $66K
15% of jobs
$66K - $71.2K
11% of jobs
$71.2K - $76.5K
3% of jobs
$18.7K
$51.6K
$76.5K
How much do client associate jobs pay per year?
As of Aug 23, 2026, the average yearly pay for client associate in Shorewood, WI is $51,624.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,500.00 and $62,800.00 per year, depending on experience, location, and employer.
What is a client associate?
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 are the key skills and qualifications needed to thrive as a client associate?
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 is the difference between Client Associate vs Customer Service Representative?
| Aspect | Client Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles prefer finance or sales certifications | High school diploma or equivalent; customer service training often preferred |
| Work Environment | Financial institutions, investment firms, banks | Retail, call centers, service centers |
| Employer & Industry Usage | Financial services, banking, wealth management | Retail, telecommunications, hospitality |
| Common Search & Comparison Intent | Understanding roles in finance and client management | Customer 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 Shorewood, WI are hiring for Client Associate jobs?
Cities near Shorewood, WI with the most Client Associate job openings:
Full-time
Posted 2 days ago
New
UBS rating
8.8
Based on 42 frontline employees who took The Breakroom Quiz
16th of 171 rated banks
Job description
Are you truly service oriented. Do you know how to take care of people?
We're looking for a Client Associate to:
keep management systems up-to-date with client information
educate clients on account services and capabilities
help with the preparation of reports and other materials for client meetings
collect the right documentation for opening new accounts and service requests
plan team marketing events and maintain marketing materials
provide the team with a detailed calendar of activities
About UBS
Sourced by ZipRecruiter
We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.
Industry
Securities, commodity contracts, and financial investments
Company size
10,000+ Employees
Headquarters location
Zürich, ZH, CH