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Client Development Associate Jobs in Wisconsin (NOW HIRING)

Alphabe Insight

Client Service Associate

Madison, WI · On-site

$50K - $56K/yr

Client Service Associate Reboot Staff is a dedicated staffing partner committed to connecting ... Support the development of client solutions by gathering relevant information and identifying needs.

Royal Bank of Canada

Client Associate

Green Bay, WI · On-site

As a Client Associate/Registered Client Associate, become a trusted resource to our clients ... We offer training, development and learning resources so you continue to grow your career in a way ...

Royal Bank of Canada

Client Associate

Green Bay, WI · On-site

As a Client Associate/Registered Client Associate, become a trusted resource to our clients ... We offer training, development and learning resources so you continue to grow your career in a way ...

Talent Haven HR

Client Service Associate

Milwaukee, WI · On-site

$14.25 - $19.75/hr

Job Summary We are seeking a customer-focused Client Service Associate to deliver exceptional ... Participate in ongoing training and professional development. Qualifications * High school diploma ...

Phenom People

Client Service Associate

Waukesha, WI · On-site

$14.50 - $20/hr

The Senior Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an ...

Alphabe Insight Inc

Client Service Associate

Milwaukee, WI · On-site

$14.25 - $19.75/hr

We foster a collaborative environment where ideas are valued, talent is developed, and success is shared. We are seeking a detail-oriented and client-focused Client Service Associate to join our ...

Socket.dev

WI · On-site

$120 - $190/hr

Support Client Directors by providing qualified leads, insights, and opportunities for growth ... associates as a part of the final offer. Hiring at the high end of the range would not be typical.

Alphabe Insight Inc

Client Service Associate

Madison, WI · On-site

$50K - $56K/yr

We are seeking a polished and motivated Client Service Associate to join our expanding team in ... Support the development of client solutions by gathering relevant information and identifying needs.

The Raw Office

B2B Sales Executive

Milwaukee, WI · On-site

$40K/yr

The Business Development Associate is responsible for identifying and developing strategic business ... Demonstrates and promotes positive prospect, client, and work relationships. * Listens and gets ...

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Client Development Associate information

See Wisconsin salary details

$5

$22

$38

How much do client development associate jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for client development associate in Wisconsin is $22.48, according to ZipRecruiter salary data. Most workers in this role earn between $15.77 and $28.12 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a client development associate, and why are they important?

To thrive as a Client Development Associate, you need strong communication, sales acumen, and relationship-building skills, often backed by a bachelor's degree in business or a related field. Familiarity with CRM platforms like Salesforce, proficiency in Microsoft Office, and experience with lead generation tools are commonly required. Outstanding interpersonal skills, a proactive attitude, and effective time management set top performers apart. These skills are crucial for identifying new business opportunities, nurturing client relationships, and driving revenue growth.

How does a client development associate typically collaborate with sales and account management teams?

Client Development Associates often work closely with both sales and account management teams to ensure clients receive tailored solutions and a seamless experience. They may assist in preparing client presentations, gathering insights on client needs, and coordinating follow-up activities. Regular communication with these teams helps align strategies, share updates on client progress, and identify upsell or cross-sell opportunities. This collaborative approach not only fosters strong client relationships but also supports the achievement of broader business goals.

What does a client development associate do?

A Client Development Associate is responsible for building and maintaining relationships with existing and potential clients to support a company's growth. They typically conduct market research, identify new business opportunities, and assist in the sales process. Their role often involves outreach, follow-up communication, and ensuring client satisfaction. By understanding clients' needs and presenting tailored solutions, they help drive revenue and foster long-term partnerships.

What is the difference between Client Development Associate vs Business Development Representative?

AspectClient Development AssociateBusiness Development Representative
Primary FocusBuilding and maintaining client relationships, account managementGenerating new leads, prospecting, and closing new business
Required SkillsCommunication, relationship management, client serviceSales, prospecting, negotiation
Work EnvironmentClient-facing, account management teamsSales teams, outreach-focused roles
Common CertificationsNone specific, often related to industry certifications

The Client Development Associate primarily focuses on nurturing existing client relationships and account management, while the Business Development Representative concentrates on generating new leads and closing new deals. Both roles require strong communication skills, but their core responsibilities differ in client retention versus new business acquisition.

What are the most commonly searched types of Client Development jobs in Wisconsin? The most popular types of Client Development jobs in Wisconsin are:
What are popular job titles related to Client Development Associate jobs in WI? For Client Development Associate jobs in WI, the most frequently searched job titles are:
Client Development Associate jobs near you
Infographic showing various Client Development Associate job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $46,754 per year, or $22.5 per hour.

Client Services Associate I - Wealth Management Department

UW Credit Union

Sun Prairie, WI • On-site

Other

Medical, Dental, Vision, Life, Retirement

Posted 28 days ago

Job description

Client Services Associate I

UW Credit Union is hiring a Client Services Associate I to join our Wealth Management team in Madison! Do you have a passion for providing exceptional customer service and delivering quality? Do you have strong organizational, verbal, and written communication skills? Are you looking for an opportunity that has development within the role? If you answered yes to all three questions, then this is the position for you!

At UW Credit Union, we provide meaningful financial services to our members with the honesty and integrity they deserve. As a Client Services Associate, you will be responsible for building relationships, promoting Wealth Management services to UW Credit Union employees, members, and the community at large and providing administrative support to the Wealth Management team.

Responsibilities

A Day in the Life of a Client Services Associate

Every day will be different but below is a snapshot of what you will do:

  • Start the day off preparing the office for appointments for the Advisors.
  • Create a warm and welcoming environment at the front desk of one of our wealth management hubs.
  • Provide personalized, professional service to all members and representatives in an exceptional manner, seeking out opportunities to exceed member expectations.
  • Perform administrative tasks including, and not limited to, referral management and tracking, document processing, client service requests, new client onboarding paperwork, seasonal and routine servicing activities (ex. tax planning tasks), seminar/webinar support, client events and financial transaction items.
  • Interact with members in-person and over the phone to review their account status, answer questions and collect information.
  • Continuously organize and regroup from priority interruptions while completing daily routine tasks.
  • Manage, direct, and troubleshoot incoming calls from the wealth management group extension.
  • Make outbound calls regarding various client situations and routine tasks.
  • Work with multiple Financial Advisors to support sales functions.
Qualifications

What You'll Need to Succeed

  • Associate's degree in business, finance or related field required or equivalent work experience.
  • 1+ year of experience in financial services, bank operations and/or client services.
  • 1+ years of customer service experience preferred.
  • High level of problem-solving skills
  • Demonstrated experience with inbound and outbound customer/member calls
  • Efficient, detail-oriented, self-starter, able to work independently and as a member of a team
  • Licensed in the following or obtain within the 1st year of employment (UW Credit Union will pay for 1-2 rounds of exam fees with the opportunity to receive a recognition bonus for successfully obtaining/having all licenses):
    • WI Insurance Life & Health License
    • Securities Industry Essentials (SIE)
    • FINRA Series 7
    • FINRA Series 66
Working at UW Credit Union

Why work for UW Credit Union?

Join one of Wisconsin's premier financial institutions, a National Top Workplace and multi-year recipient of Madison Magazine's Best Places to Work, Wisconsin State Journal's Top Workplaces, and Milwaukee Journal Sentinel's Top Workplaces to receive:

  • 21.5 days of annual time off (accrued per pay period)
  • 2 weeks paid caregiver leave
  • 2.5 weeks paid new child parental leave
  • 2 days paid volunteer time
  • 10 paid holidays (including your birthday!)
  • 401k company match of up to 5%, plus approximately 4% discretionary match
  • Variable bonus reward
  • Competitive Medical, Dental, and Vision plans, including domestic partner eligibility
  • Employee Assistance Program
  • And more!

All employees must possess valid work authorization to work for UWCU on the date of hire. UWCU does not provide immigration sponsorship or support for employment authorization to include, but not limited to, sponsorship or support for H-1B, F-1 OPT, TN, or other visa category.

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