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Client Associate Jobs in Shorewood, WI (NOW HIRING)

Alphabe Insight Inc

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 ...

TalentLink Solutions

Client Service Associate

Brookfield, WI · On-site

$13.50 - $18.75/hr

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 ...

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

Mequon, WI · On-site

$13 - $17.75/hr

Under immediate supervision, 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 ...

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 Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records ...

Stifel

Client Service Associate - NR

Mequon, WI · On-site

$13 - $17.75/hr

What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records ...

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 ...

Baird Capital

PAM Client Service Associate

Milwaukee, WI · On-site

$14.25 - $19.75/hr

PAM Client Service Associate The PAM Client Service Associate plays a vital role in delivering an exceptional experience to the high-net-worth and institutional clients served by Baird's Private ...

Baird

PAM Client Service Associate

Milwaukee, WI · On-site

$14.25 - $19.75/hr

PAM Client Service Associate The PAM Client Service Associate plays a vital role in delivering an exceptional experience to the high-net-worth and institutional clients served by Baird's Private ...

Baird

PAM Client Service Associate

Milwaukee, WI · On-site

$14.25 - $19.75/hr

The PAM Client Service Associate plays a vital role in delivering an exceptional experience to the high-net-worth and institutional clients served by Baird's Private Asset Management (PAM) team. This ...

Robert W Baird & Co

PAM Client Service Associate

Milwaukee, WI · On-site

$14.25 - $19.75/hr

The PAM Client Service Associate plays a vital role in delivering an exceptional experience to the high-net-worth and institutional clients served by Baird's Private Asset Management (PAM) team. This ...

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Showing results 21-40

All JobsClient Associate JobsClient Associate Jobs in Shorewood, WI

Client Associate information

See Shorewood, WI salary details

$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?

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 Shorewood, WI are hiring for Client Associate jobs?

Cities near Shorewood, WI with the most Client Associate job openings:

Client Associate jobs near you
Infographic showing various Client Associate job openings in Shorewood, WI as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 16% Part Time, and 5% Contract. Highlights an 70% Physical, 4% Hybrid, and 26% Remote job distribution, with an average salary of $51,624 per year, or $24.8 per hour.

Client Service Associate

Alphabe Insight Inc

Milwaukee, WI • On-site

$14.25 - $19.75/hr

Full-time

Re-posted 3 days ago

Job description

Company Description
Elevare Branding is a forward-thinking branding and business development company dedicated to helping organizations strengthen their market presence through strategic communication, creative campaigns, and impactful customer engagement. Our team is passionate about innovation, collaboration, and delivering high-quality solutions that help businesses grow in competitive industries.
At Elevare Branding, we value professionalism, creativity, and individuals who are eager to contribute fresh ideas while building a long-term career in a dynamic environment.
Job Description
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 communications, coordinating service requests, maintaining accurate records, and assisting with day-to-day operations to ensure high-quality service delivery.
The ideal candidate is organized, professional, adaptable, and passionate about delivering exceptional client support in a collaborative office environment.
Responsibilities
  • Provide professional assistance and support to clients throughout ongoing projects and services
  • Maintain clear and timely communication with clients and internal departments
  • Coordinate schedules, appointments, and service updates when needed
  • Handle client inquiries and resolve concerns in a professional manner
  • Assist with documentation, reporting, and account updates
  • Support daily administrative and operational tasks
  • Build and maintain strong client relationships through excellent customer service
  • Ensure all client information and records remain organized and accurate

Qualifications
  • Strong communication and interpersonal skills
  • Excellent organizational and multitasking abilities
  • Professional attitude with strong attention to detail
  • Ability to work effectively both independently and within a team
  • Problem-solving mindset and adaptability in a fast-paced environment
  • Basic proficiency with office software and computer systems
  • Strong time management and customer service skills

Additional Information
  • Competitive salary package
  • Growth opportunities within the company
  • Professional and supportive work environment
  • Ongoing training and career development
  • Collaborative team culture
  • Full-time stable position
  • Opportunity to work with diverse clients and projects

Apply