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Client Associate Jobs in Weyauwega, WI (NOW HIRING)

Nicolet National Bank

Merchant Services Associate

WI · On-site

Lead client meetings, discovery conversations, needs assessments, relationship calls, follow-up ... Associate's or bachelor's degree in Business Administration, Finance, or related field preferred ...

J. J. Keller

Client Services Specialist

Neenah, WI · On-site

$17.50 - $23.25/hr

Client Service; Account Management; Audit/Risk/Compliance Employment Type: Full-Time Work Options ... J. Keller & Associates, Inc. Click HERE to take a tour through three generations of this family ...

H&R Block

Tax Associate

Neenah, WI · On-site

$60K - $80K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Appleton, WI · On-site

$57K - $76K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Calais, ME · On-site

$14.45 - $18/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Oshkosh, WI · On-site

$54K - $72K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Oshkosh, WI · On-site

$57K - $76K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

KerberRose S.C.

Associate ParaPlanner

Appleton, WI · On-site

As a Associate Paraplanner , you will play a vital role in supporting our internal team, managing ... Work with Client Service Team on routine/simple client requests. * Provide limited support to ...

Bent Tubes

Production Associate

Neenah, WI · On-site

$18/hr

As our Product Associate, you'll earn a competitive wage of $18 per hour. We also offer an ... This partnership allows us to customize tubing systems to fit each client's unique desires while ...

SEEK Careers Staffing

Warehouse Associate

Appleton, WI · On-site

$18/hr

We are looking for a reliable Warehouse Associate / Forklift Operator to join our client's team. In this role, you'll be a key player in the supply chain, ensuring that food products are handled ...

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All JobsClient Associate JobsClient Associate Jobs in Weyauwega, WI

Client Associate information

See Weyauwega, WI salary details

$17.6K

$48.4K

$71.7K

How much do client associate jobs pay per year?

As of Aug 16, 2026, the average yearly pay for client associate in Weyauwega, WI is $48,378.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,000.00 and $58,900.00 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 cities near Weyauwega, WI are hiring for Client Associate jobs?

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

Client Associate jobs near you
Infographic showing various Client Associate job openings in Weyauwega, WI as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 12% Part Time, and 6% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $48,378 per year, or $23.3 per hour.

Merchant Services Associate

Nicolet National Bank

Grand Chute, WI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 16 days ago

Nicolet National Bank rating

8.1

Company rating: 8.1 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

65th of 171 rated banks

Job description

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
This role can be performed at any of our Fox Valley branches.
The Merchant Services Associate is responsible for supporting the delivery, onboarding, service, and growth of merchant services. The role partners with Treasury Management, Commercial Banking, and Retail Banking team members to support client needs, assist with prospecting and relationship development activities, coordinate implementation, and provide a high level of client service. The Merchant Services Associate helps support growth of the Bank’s merchant card services portfolio while developing the consultative, sales, product, and relationship management skills needed to progress into a Merchant Services Consultant role.
As a Merchant Services Associate, you will:
  • Partner with Treasury Management, Commercial Banking, and Retail Banking team members to identify merchant services opportunities.
  • Lead client meetings, discovery conversations, needs assessments, relationship calls, follow-up activities, and service discussions to help recommend appropriate card processing, payment acceptance, and point-of-sale solutions to support merchant services growth, retention, and a strong client experience.
  • Support growth of the Bank’s merchant services portfolio by prospecting, client follow-up, banker referrals, and relationship development activities.
  • Partner with the Merchant Services Admin to prepare pricing, proposals, applications, and sales presentation materials.
  • Partner with the Merchant Services Admin to coordinate onboarding, installation, training, and implementation activities for credit/debit card processing, terminals, point-of-sale equipment, and related merchant solutions.
  • Provide responsive customer service by resolving merchant service issues in partnership with the Merchant Services Admin, vendors, or internal partners, and ensuring timely follow-up through resolution.
  • Support portfolio maintenance, merchant retention activities, and relationship support in partnership with the Merchant Services Admin to strengthen the client experience and deepen existing relationships.
  • Remain knowledgeable and up to date on merchant services, bankcard products, payment acceptance solutions, e-commerce, industry changes, and the overall business environment.
  • Uphold Nicolet’s philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
  • Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet’s policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  • Performs all other duties as assigned.
Qualifications:
  • Associate’s or bachelor’s degree in Business Administration, Finance, or related field preferred; or related work experience.
  • Prior experience in customer service, retail banking, commercial banking, treasury management, operations, credit, collections, or merchant services preferred.
  • Prior sales experience in merchant services, financial services, or business-to-business client support preferred.
  • Knowledge of bankcard principles, terminals, Visa/Mastercard products and services, point-of-sale solutions, or payment processing preferred.
  • Working knowledge of Microsoft Office, including Excel, Word, Outlook, and PowerPoint.
  • Ability to maintain strict confidentiality.
  • Strong organization, attention to detail, and follow-through.
  • Good verbal and written communication skills, with the ability to interact professionally with clients, bankers, vendors, and internal partners.
  • Interpersonal and relationship-building skills with a client service mindset.
  • Ability to work independently with appropriate guidance while managing multiple priorities and meeting deadlines.
  • Collaborative team player with the ability to partner across Treasury Management, Commercial Banking, Retail Banking, branch teams, vendors, and operations partners.
  • Ability to listen, identify client needs, understand the merchant services and Treasury Management structure of commercial and retail clients, and support consultative recommendations for payment acceptance solutions.
  • Basic knowledge of retail banking, commercial banking, treasury management, payment processing, or merchant services products preferred.
  • Motivated to learn, grow, and develop toward expanded merchant services sales and consulting responsibilities.
Benefits:
  • Medical, Dental, Vision, amp; Life Insurance
  • 401(k) with a company match
  • PTO amp; 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled

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