ZipRecruiter

Log In

1

Client Engagement Associate Jobs in Wisconsin (NOW HIRING)

Santander

USA CIB Corporate Access Associate

Madison, WI · On-site

$97K - $150K/yr

USA CIB Corporate Access Associate Country: United States of America It Starts Here: Santander is a ... Develops and executes corporate access programs designed to enhance client engagement and support ...

Alphabe Insight Inc

Client Service Associate

Milwaukee, WI · On-site

$14.25 - $19.75/hr

... 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 ...

next page

Showing results 1-20

All JobsClient Engagement Associate JobsClient Engagement Associate Jobs in Wisconsin

Client Engagement Associate information

See Wisconsin salary details

$23.2K

$47.4K

$73.2K

How much do client engagement associate jobs pay per year?

As of Sep 3, 2026, the average yearly pay for client engagement associate in Wisconsin is $47,401.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,300.00 and $56,000.00 per year, depending on experience, location, and employer.

What is a client engagement associate?

A Client Engagement Associate is a professional responsible for building and maintaining strong relationships with clients to ensure their satisfaction and loyalty. They act as the primary point of contact, addressing client needs, resolving concerns, and supporting account management activities. Their role often includes onboarding new clients, providing updates on products or services, and coordinating with internal teams to deliver exceptional client experiences.

What are the key skills and qualifications needed to thrive as a client engagement associate?

To thrive as a Client Engagement Associate, you need strong communication, relationship-building, and problem-solving skills, typically supported by a bachelor's degree in business, marketing, or a related field. Familiarity with CRM software, project management tools, and customer analytics platforms is often important. Exceptional interpersonal skills, adaptability, and a proactive attitude help you stand out in client interactions. These competencies are crucial for fostering client satisfaction, building long-term partnerships, and driving business growth.

What are some common challenges a client engagement associate may face when managing multiple client accounts?

Client Engagement Associates often juggle several client accounts simultaneously, which can present challenges such as prioritizing tasks, maintaining clear communication, and ensuring timely follow-ups. Balancing client expectations while meeting internal deadlines requires strong organizational skills and adaptability. It's important to develop effective time management strategies and leverage CRM tools to stay organized and responsive. Additionally, proactively addressing client concerns can help build trust and foster long-term relationships.

What is the difference between Client Engagement Associate vs Customer Service Representative?

AspectClient Engagement AssociateCustomer Service Representative
Required CredentialsTypically a bachelor's degree in business, marketing, or related fieldHigh school diploma or equivalent; some roles prefer post-secondary education
Work EnvironmentOffice setting, client meetings, account managementCall centers, retail, or online support platforms
Employer & Industry UsageFinancial services, consulting, corporate sectorsRetail, telecommunications, hospitality
Common Search & ComparisonFocuses on building long-term client relationships and engagement strategiesPrimarily addresses customer inquiries and resolves issues

The main difference is that a Client Engagement Associate concentrates on fostering ongoing relationships and strategic engagement with clients, often in a professional or corporate setting. In contrast, a Customer Service Representative handles immediate customer inquiries and support, typically in retail or call center environments. Both roles require strong communication skills but serve different purposes within their industries.

What are the most commonly searched types of Client Engagement jobs in Wisconsin?

The most popular types of Client Engagement jobs in Wisconsin are:

What cities in Wisconsin are hiring for Client Engagement Associate jobs?

Cities in Wisconsin with the most Client Engagement Associate job openings:

Client Engagement Associate jobs near you
Infographic showing various Client Engagement Associate job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 15% Part Time, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $47,401 per year, or $22.8 per hour.

Client Development Specialist (Inside Sales)

Drake & Associates

Waukesha, WI • On-site

Full-time

Re-posted 24 days ago

Job description

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 to grow, we are seeking a Client Development Specialist who is passionate about serving clients, thrives in a fast-paced environment, and takes pride in delivering accurate, high-quality work.


About This Opportunity

The Client Development Specialist ("Dreamweaver") plays a key role in growing Drake & Associates by deepening relationships with our existing clients and creating opportunities for referrals, introductions, and continued engagement.


Working closely with our Financial Advisors, you'll proactively connect with clients following strategy meetings to reinforce the value of their financial plan, ensure an exceptional experience, and confidently ask for referrals when appropriate. This is a relationship-driven, inside sales position focused on deepening existing client relationships—not cold prospecting. Success in this role requires confidence making outbound calls, building rapport, and identifying opportunities to grow the firm's network through satisfied clients.


The ideal candidate is personable, goal-oriented, and enjoys building meaningful relationships over the phone and in person. You are comfortable initiating conversations, asking for referrals, and working toward measurable performance goals while delivering a high level of service that reflects the Drake brand.


How You'll Make an Impact

  • Conduct proactive outbound phone calls to existing clients following advisor meetings to strengthen relationships, reinforce the value of our services, and confidently ask for referrals and introductions.
  • Build strong relationships with clients through personalized follow-up and ongoing communication that creates a memorable client experience.
  • Consistently generate a minimum of three qualified referrals per week by confidently asking satisfied clients for introductions in a professional and natural manner.
  • Identify opportunities to deepen client relationships by uncovering additional needs, outside assets, family members who may benefit from planning, and other opportunities to serve.
  • Gather client testimonials and online reviews through thoughtful, well-timed outreach.
  • Identify service concerns during client conversations, coordinate internal resolution, and partner with advisors to ensure a seamless client experience.
  • Support the Marketing team in planning and executing client appreciation events, including invitations, confirmations, reminders, hospitality, and post-event follow-up.
  • Execute client appreciation initiatives, including personalized gifts, milestone recognition, and other "wow" moments that strengthen client loyalty.
  • Accurately document client conversations, referrals, opportunities, and follow-up activities in Salesforce and utilize ActiveCampaign to support ongoing communication.
  • Partner closely with Advisors, Marketing, and Operations to ensure every client interaction strengthens relationships and supports the firm's continued growth.


What We're Looking For

  • Bachelor's degree preferred.
  • 2+ years of experience in inside sales, business development, account management, or another client-facing role that included sales responsibilities and outbound phone outreach required.
  • Demonstrated experience making outbound calls to existing clients and/or prospective clients as part of a sales, relationship management, or business development role.
  • Proven ability to build trust, influence conversations, and confidently ask for referrals or additional business.
  • Strong verbal and written communication skills with a genuine passion for connecting with people.
  • Naturally curious and skilled at uncovering opportunities through conversation.
  • Highly organized with excellent follow-through and attention to detail.
  • Comfortable working toward measurable performance goals and referral targets.
  • Experience with Google Workspace.
  • Salesforce, ActiveCampaign, or similar CRM experience preferred.


Desired Traits

  • Client-focused with a strong sense of ownership.
  • Organized, adaptable, and able to manage multiple priorities.
  • Positive, dependable, and committed to continuous improvement.


Compensation Structure

This role includes a competitive base salary plus an uncapped commission structure designed to reward strong performance and meaningful results. Success will be measured by referral generation, client engagement, and contributions to the continued growth of the firm.