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Client Associate Jobs in Shorewood, WI (NOW HIRING)

Client Executive, LE, GTS

Milwaukee, WI ยท On-site

$75K - $102K/yr

This Client Executive role is responsible for setting strategy for major regional accounts which ... That's why we hire associates with the intellectual curiosity, energy and drive to want to make a ...

Client Service Specialist

Waukesha, WI ยท On-site

$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 ...

Client Experience Specialist

Waukesha, WI ยท On-site

$17.75 - $22.25/hr

Drake & Associates is a growing financial planning firm focused on delivering exceptional guidance and an ultimate client experience. As we continue to expand, we're looking for motivated, high ...

Client Experience Specialist

Waukesha, WI ยท On-site

$17.75 - $22.25/hr

Client Experience Specialist Drake & Associates is a growing financial planning firm focused on delivering exceptional guidance and an ultimate client experience. As we continue to expand, we're ...

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 ...

Client Service Specialist

Waukesha, WI ยท 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 ...

Client Service Specialist

Waukesha, WI ยท 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 ...

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 ...

Showing results 41-60

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:

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 Executive, LE, GTS

Gartner

Milwaukee, WI โ€ข On-site

$75K - $102K/yr

Other

Medical, Dental, Vision, Retirement, PTO

This job post hasย expired today.ย Applications are no longer accepted.


Job description

About the role:

This Client Executive role is responsible for setting strategy for major regional accounts which are of substantial strategic and revenue generating importance.This position is typically focused on a small number of strategic accounts (large, multi-national companies) and is responsible for driving new business within these, carrying a sales quota aligned with the specific accounts.

What you'll do:

  • Responsible for directing strategy for large, strategic accounts including driving and coordinating executed selling and relationship activities

  • Responsible for detailed understanding of large account client business strategy, drivers, goals and initiatives and translating these into Gartner selling opportunities

  • Establish and maintain executive relationships with clients to become the trusted advisor

  • Account management with outcome of increased customer satisfaction and increase in retention & account growth

  • Quota responsibility aligned to a specific strategic accounts

  • Mastery and consistent execution of Gartner's internal sales methodology

  • Proficient in large account planning and understanding of territory management

  • Manage forecast accuracy on a monthly/quarterly/annual basis

  • Maintain competitive knowledge & focus

  • Fiscal responsibility with regards to expense management

  • In-depth knowledge of Gartner's products and services

What you'll need:

  • 10-15 years external experience with proven success in consultative sales, preferably experience in high technology (services, software or hardware)

  • Ability to prospect and manage C-level and senior level relationships within large multi-national companies

  • Strong demonstration of intellect, drive, executive presence, sales acumen

  • Proven experience building excellent client relationships, offering value added, insightful and strategic insight into their business

  • Proven ability to understand enterprise-wide issues and to structure innovative, integrated solutions that provide IT decision support to global companies

  • Comprehensive understanding of technology buying centers

  • Extensive and relevant industry knowledge, specific to vertical markets per territory

  • Strong computer proficiency

  • Excellent written and oral/presentation skills

  • Ability to develop and conduct effective presentations with contract decision makers (C-level)

  • Knowledge of the full life cycle of the sales process from prospecting to close

  • Language requirements as determined by territory needs

  • Bachelor's degree preferred

  • Master's or advanced degree a plus

What you will get:

  • Competitive salary, generous paid time off policy, charity match program, Medical, Dental & Vision Plans, Parental Leave, Employee Assistance Program (EAP), 401K matching and more

  • Collaborative, team-oriented culture that embraces diversity

  • Professional development and unlimited growth opportunities

#LI-SL1

Who are we?

At Gartner, Inc. (NYSE:IT), we guide the leaders who shape the world.

Our mission relies on expert analysis and bold ideas to deliver actionable, objective business and technology insights, helping enterprise leaders and their teams succeed with their mission-critical priorities.

Since our founding in 1979, we've grown to 20,000 associates globally who support over 13,000 client enterprises in ~90 countries and territories. We do important, interesting and substantive work that matters. That's why we hire associates with the intellectual curiosity, energy and drive to want to make a difference. The bar is unapologetically high. So is the impact you can have here.

What makes Gartner a great place to work?

Our vast, virtually untapped market potential offers limitless opportunities - opportunities that may not even exist right now - for you to grow professionally and flourish personally. How far you go is driven by your passion and performance.

We hire remarkable people who collaborate and win as a team. Together, our singular, unifying goal is to deliver results for our clients.

Our teams are inclusive and composed of individuals from different geographies, cultures, religions, ethnicities, races, genders, sexual orientations, abilities and generations.

We invest in great leaders who bring out the best in you and the company, enabling us to multiply our impact and results. This is why, year after year, we are recognized worldwide as a great place to work.

Gartner is the world authority on AI

At Gartner, you'll join a company at the very center of the AI revolution. Gartner has proactive, objective guidance throughout clients' AI journeys. We set the standard for how organizations leverage artificial intelligence to drive meaningful impact. You'll have access to unmatched resources, expertise, and technology, and play a key role in helping Gartner and our clients innovate and grow as we leverage AI to transform business and technology landscapes.

It's an exciting time to be at Gartner, with limitless opportunities to make a real impact, grow your skills, and build a lasting, meaningful career in a field that's reshaping the way we operate. If you're passionate about AI and want to be part of a team that's guiding the leaders who shape the world, Gartner is the place for you.

What do we offer?

Gartner offers world-class benefits, highly competitive compensation and disproportionate rewards for top performers.

In our hybrid work environment, we provide the flexibility and support for you to thrive - working virtually when it's productive to do so and getting together with colleagues in a vibrant community that is purposeful, engaging and inspiring.

Ready to grow your career with Gartner? Join us.

Gartner believes in fair and equitable pay. A reasonable estimate of the base salary range for this role is 144,000 USD - 184,000 USD. Please note that actual salaries may vary within the range, or be above or below the range, based on factors including, but not limited to, education, training, experience, professional achievement, business need, and location. In addition to base salary, employees will participate in either an annual bonus plan based on company and individual performance, or a role-based, uncapped sales incentive plan. Our talent acquisition team will provide the specific opportunity on our bonus or incentive programs to eligible candidates. We also offer market leading benefit programs including generous PTO, a 401k match up to $7,200 per year, the opportunity to purchase company stock at a discount, and more.


The policy of Gartner is to provide equal employment opportunities to all applicants and employees without regard to race, color, creed, religion, sex, sexual orientation, gender identity, marital status, citizenship status, age, national origin, ancestry, disability, veteran status, or any other legally protected status and to seek to advance the principles of equal employment opportunity.

Gartner is committed to being an Equal Opportunity Employer and offers opportunities to all job seekers, including job seekers with disabilities. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access the Company's career webpage as a result of your disability. You may request reasonable accommodations by calling Human Resources at +1 (203) 964-0096 or by sending an email toApplicantAccommodations@gartner.com.

Job Requisition ID:112440

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