ZipRecruiter

Log In

1

Client Associate Jobs in West Bend, WI (NOW HIRING)

Robert Half

Client Services Associate

Mequon, WI · On-site

$55K - $65K/yr

Robert Half is working with a investment and wealth management client in the recruiting for a Client Service Associate to support their existing business. This role will serve as a key point of ...

Alphabe Insight Inc

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 ...

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 ...

Elevare Branding

Client Service Associate

Milwaukee, WI

$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 ...

Stifel

Client Service Associate - NR

Mequon, WI · On-site

$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

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 · 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 ...

Gartner

Client Executive, LE, GTS

Milwaukee, WI · 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 ...

Drake and Associates

Client Experience Specialist

Mequon, WI · On-site

$15.75 - $19.75/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 ...

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 ...

next page

Showing results 1-20

All JobsClient Associate JobsClient Associate Jobs in West Bend, WI

Client Associate information

See West Bend, WI salary details

$18.7K

$51.5K

$76.3K

How much do client associate jobs pay per year?

As of Aug 5, 2026, the average yearly pay for client associate in West Bend, WI is $51,504.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,400.00 and $62,700.00 per year, depending on experience, location, and employer.

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 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.

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 West Bend, WI? The most popular types of Client jobs in West Bend, WI are:
What job categories do people searching Client Associate jobs in West Bend, WI look for? The top searched job categories for Client Associate jobs in West Bend, WI are:
What cities near West Bend, WI are hiring for Client Associate jobs? Cities near West Bend, WI with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in West Bend, WI as of July 2026, with employment types broken down into 1% As Needed, 70% Full Time, 26% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $51,504 per year, or $24.8 per hour.

Client Services Associate

Robert Half

Mequon, WI • On-site

$55K - $65K/yr

Full-time

Medical, Retirement, PTO

Posted 19 days ago

Job description

Robert Half is working with a investment and wealth management client in the recruiting for a Client Service Associate to support their existing business. This role will serve as a key point of contact for client service needs while providing administrative and operational support to advisors and internal teams. The ideal candidate is highly organized, service-minded, and capable of managing multiple priorities in a fast-paced financial services environment.


Offering competitive health insurance, generous annual bonus targeted up to 15%, 7% retirement contribution and 3+ weeks PTO to start.


Key Responsibilities

  • Provide day-to-day service and support for existing retirement plan clients, ensuring a high level of responsiveness and professionalism.
  • Act as a liaison between clients, advisors, recordkeepers, custodians, and internal departments to facilitate timely resolution of requests and issues.
  • Support advisors with administrative tasks related to retirement plan accounts, client reviews, meeting preparation, and follow-up.
  • Coordinate and maintain client records, plan documents, service calendars, and account documentation in accordance with firm policies and compliance requirements.
  • Assist with onboarding new retirement plan relationships and implementing changes for existing plans.
  • Prepare client meeting materials, reports, presentations, and investment review packages.
  • Monitor account activity and help ensure service requests, distributions, contributions, and other transactions are processed accurately and on time.
  • Maintain accurate notes and updates in CRM and other firm systems.
  • Schedule client meetings, annual reviews, and advisor appointments, and manage related logistics.
  • Respond to client inquiries regarding retirement plan administration, service issues, and account-related matters, escalating more complex issues as needed.
  • Partner with advisors and operations staff to support workflow efficiency and deliver a seamless client experience.
  • Help ensure all activities are completed in accordance with regulatory requirements, internal procedures, and service standards.


  • Bachelor’s degree preferred or equivalent professional experience.
  • 2+ years of client service, administrative, or operations experience in wealth management, retirement plan services, investment advisory, or financial services.
  • Experience supporting retirement plans such as 401(k), 403(b), pension, or qualified plans preferred.
  • Excellent verbal and written communication skills.
  • Ability to manage multiple tasks and deadlines in a fast-paced environment.
  • Proficiency with Microsoft Office, including Excel, Word, and Outlook; CRM experience preferred.
Robert Half logo

About Robert Half

Sourced by ZipRecruiter

Founded in 1948, Robert Half pioneered the idea of professional talent solutions to connect opportunities at great companies with highly skilled job seekers. As business needs changed, we evolved to offer specialized talent solutions for finance and accounting, technology, administrative and customer support, creative and marketing, and legal fields. In 2002, we introduced our subsidiary, Protiviti, a global independent risk consulting and internal audit service, to support companies as they faced more strategic business challenges.

Industry

Recruiting and staffing services

Company size

10,000+ Employees

Headquarters location

San Ramon, CA, US

Year founded

1948

View All Robert Half Jobs