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Client Engagement Associate Jobs in Milwaukee, WI

Grzeca Law Group, S.C.

Associate Attorney

Milwaukee, WI · On-site

We set a high standard for client service and work hard to meet that standard every day, without ... Professional Development & Industry Engagement * Maintain a high level of substantive knowledge in ...

Deloitte

Lead Forward Deployed Engineer - AWS

Milwaukee, WI · On-site

$101K - $133K/yr

Client Engagement * Embed with clients to identify business needs and translate high-value GenAI ... AWS Certified Cloud Practitioner, AWS Certified Solutions Architect (Associate), AWS Certified AI ...

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All JobsClient Engagement Associate JobsClient Engagement Associate Jobs in Milwaukee, WI

Client Engagement Associate information

See Milwaukee, WI salary details

$22.7K

$46.3K

$71.4K

How much do client engagement associate jobs pay per year?

As of Sep 3, 2026, the average yearly pay for client engagement associate in Milwaukee, WI is $46,269.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,500.00 and $54,700.00 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 Milwaukee, WI?

The most popular types of Client Engagement jobs in Milwaukee, WI are:

Client Engagement Associate jobs near you
Infographic showing various Client Engagement Associate job openings in Milwaukee, WI as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 10% Part Time, and 6% Contract. Highlights an 81% Physical, 3% Hybrid, and 16% Remote job distribution, with an average salary of $46,269 per year, or $22.2 per hour.

AFAT Advisor Associate

Robert W Baird & Co

Milwaukee, WI • On-site

Full-time

Retirement

Re-posted 10 days ago

Job description

About the Role:

Baird's Associate Financial Advice Team (AFAT) is a dedicated financial advisor team focused on delivering a full Wealth Management Experience to Baird Associates and their immediate families. The team provides personalized guidance across a range of financial topics, including retirement planning, investment consulting, debt management, education funding, and firm-specific benefits.

AFAT Advisor Associates play a key role in building strong relationships and helping clients make informed decisions about their financial futures. In this client-facing role, you'll collaborate with team members and internal partners to create and deliver customized financial plans, lead educational conversations and identify investment solutions tailored to each client's goals. You'll also proactively engage with associates to build awareness and support the follow-up and implementation of planning opportunities. This is a unique opportunity to make a meaningful impact while working in a collaborative, service-driven environment.

The Impact You'll Make:

  • Operate within the team's client service and wealth management strategy to ensure high quality client service
  • Engage with associate clients and their immediate family by understanding their needs and providing education, financial planning and investment advice using our standard of care
  • Review, research and analyze data to create customized, annual financial plans for associate clients
  • Sit in on financial planning meetings with clients in partnership with other team members
  • Support financial education, such as debt management, 401k/retirement planning, Baird benefits and other associate offerings
  • Leverage planning results in partnership with other team members to identify the best investment solutions to implement
  • Assist with marketing efforts, such as educational resources, department presentations and communications to build awareness and engagement with Baird associates
  • Proactively reach out to associates to increase awareness and engagement and offer recommendations on how our team can add more value and how they can maximize Baird benefits
  • Support other team members with meeting prep, documentation, follow up and support the closing of opportunities identified to help associates meet their financial goals
  • Performs other duties and special projects as necessary
  • Directly supporting our associates in building strong financial futures
  • Supportive and collaborative team that values achieving great results for our clients and giving back to the communities where we live and work
  • Competitive benefits and a culture that cares about your well-being

What You'll Bring to Baird:

  • Minimum of one year of industry experience in a client facing role
  • Must hold SIE, Series 7/66 or Series 7/63/65 licenses
  • Committed to pursuing and achieving specialized professional designations (i.e., CFP, CPWA, CPA) or higher-level education equivalent within one year of assuming the role
  • Must have an undergraduate degree
  • Proven self-starter, highly motivated with the ability to work independently and within a team
  • Demonstrated ability to build trusted relationships and influence outcomes across diverse stakeholders
  • Ability to lead client conversations with professionalism, empathy and confidence
  • Great organizational skills with the ability to manage multiple priorities while maintaining attention to detail
  • Collaborative mindset with a commitment to supporting team goals, sharing best practices and fostering a positive culture
  • Excellent presentation skills and written communication skills

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Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

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