ZipRecruiter

Log In

1

Client Onboarding Associate Jobs in Wisconsin (NOW HIRING)

Russell Investments

PMA Services Associate

Milwaukee, WI · On-site

$55K - $60K/yr

  • Medical

  • Retirement

  • PTO

Support Russell Investments' sales team and/or advisors regarding client onboarding functions ... all associates and employment applicants regardless of race, religion, ancestry, creed, color ...

Baird Capital

PAM Client Service Associate

Milwaukee, WI · On-site

$14.25 - $19.75/hr

PAM Client Service Associate The PAM Client Service Associate plays a vital role in delivering an ... Responsible for client onboarding support, including preparing new account paperwork, opening ...

Baird

PAM Client Service Associate

Milwaukee, WI · On-site

$14.25 - $19.75/hr

PAM Client Service Associate The PAM Client Service Associate plays a vital role in delivering an ... Responsible for client onboarding support, including preparing new account paperwork, opening ...

Baird

PAM Client Service Associate

Milwaukee, WI · On-site

$14.25 - $19.75/hr

The PAM Client Service Associate plays a vital role in delivering an exceptional experience to the ... Responsible for client onboarding support, including preparing new account paperwork, opening ...

Robert W Baird & Co

PAM Client Service Associate

Milwaukee, WI · On-site

$14.25 - $19.75/hr

The PAM Client Service Associate plays a vital role in delivering an exceptional experience to the ... Responsible for client onboarding support, including preparing new account paperwork, opening ...

Drake & Associates

Client Service Specialist

Waukesha, WI · On-site

$17 - $22.50/hr

Drake & Associates is a growing financial planning firm dedicated to helping clients achieve ... Support client onboarding and ensure a smooth transition into the firm. * Assist advisors with ...

Drake and Associates

Client Service Specialist

Waukesha, WI · On-site

$17 - $22.50/hr

Drake & Associates is a growing financial planning firm dedicated to helping clients achieve ... Support client onboarding and ensure a smooth transition into the firm. * Assist advisors with ...

Drake and Associates

Client Service Specialist

Waukesha, WI · On-site

$17 - $22.50/hr

Client Service Specialist Drake & Associates is a growing financial planning firm dedicated to ... Support client onboarding and ensure a smooth transition into the firm. * Assist advisors with ...

Russell Investments

PMA Services Associate

Milwaukee, WI · On-site

$55K - $60K/yr

  • Medical

  • Retirement

  • PTO

... client onboarding functions, including but not limited to: * Reviewing client documentation to ensure completeness * Troubleshooting when there are discrepancies in the documentation and/or data

Brewinc Events

Client Relations Associate

Madison, WI · On-site

$40K - $50K/yr

The Client Relations Associate serves as a key point of contact for clients, ensuring they receive ... in onboarding new clients and guiding them through processes or services. * Gather client feedback ...

next page

Showing results 1-20

All JobsClient Onboarding Associate JobsClient Onboarding Associate Jobs in Wisconsin

Client Onboarding Associate information

See Wisconsin salary details

$13

$26

$41

How much do client onboarding associate jobs pay per hour?

As of Aug 20, 2026, the average hourly pay for client onboarding associate in Wisconsin is $26.21, according to ZipRecruiter salary data. Most workers in this role earn between $20.62 and $28.89 per hour, depending on experience, location, and employer.

What does a client onboarding associate do?

A Client Onboarding Associate is responsible for guiding new clients through the initial setup and integration process with a company’s products or services. This role involves collecting and verifying client information, ensuring all necessary documentation is completed, and coordinating with internal teams to facilitate a smooth transition. Client Onboarding Associates also address client questions, resolve any issues that may arise during onboarding, and help ensure a positive first experience. Their work is essential in building strong client relationships and setting the foundation for long-term customer satisfaction.

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

To thrive as a Client Onboarding Associate, you need strong organizational skills, attention to detail, and knowledge of client relationship management, often supported by a bachelor’s degree in business or a related field. Familiarity with CRM platforms, onboarding software, and document management systems is typically required. Exceptional communication, problem-solving abilities, and a customer-centric mindset are valuable soft skills that set top performers apart. These skills ensure a smooth onboarding experience, build client trust, and contribute to long-term client satisfaction and retention.

What are some common challenges faced by client onboarding associates during the onboarding process, and how are they typically addressed?

Client Onboarding Associates often encounter challenges such as managing tight deadlines, handling complex regulatory requirements, and coordinating between multiple internal teams and clients. To address these, Associates typically rely on strong organizational skills, clear communication, and thorough documentation. Many organizations provide structured workflows and regular training to ensure compliance and efficiency, and teamwork is encouraged to resolve issues quickly and maintain a smooth onboarding experience for clients.

What is the difference between Client Onboarding Associate vs Client Relations Specialist?

AspectClient Onboarding AssociateClient Relations Specialist
CredentialsTypically requires a bachelor's degree in business, communications, or related fieldOften requires similar degrees; certifications in customer service or relationship management are a plus
Work EnvironmentUsually works in financial services, banking, or consulting firms, focusing on new client setupWorks across industries, maintaining ongoing client relationships and satisfaction
Employer & Industry UsageCommon in finance, banking, and professional services for onboarding new clientsUsed broadly in finance, tech, and service industries for client retention

The main difference is that a Client Onboarding Associate focuses on the initial setup and integration of new clients, ensuring a smooth onboarding process. In contrast, a Client Relations Specialist manages ongoing relationships, aiming to retain clients and enhance satisfaction after onboarding.

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

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

What are popular job titles related to Client Onboarding Associate jobs in Wisconsin?

For Client Onboarding Associate jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Client Onboarding Associate jobs in Wisconsin look for?

The top searched job categories for Client Onboarding Associate jobs in Wisconsin are:

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

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

Client Onboarding Associate jobs near you
Infographic showing various Client Onboarding 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 $54,510 per year, or $26.2 per hour.

Client Services Associate I - Wealth Management Department

UW Credit Union

Sun Prairie, WI • On-site

Other

Medical, Dental, Vision, Life, Retirement

Re-posted 7 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.

Apply