ZipRecruiter

Log In

1

Client Onboarding Jobs in Wisconsin (NOW HIRING)

Baird Capital

Client Specialist

Milwaukee, WI · On-site

Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts ...

Baird

Client Specialist

Milwaukee, WI · On-site

Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts ...

Robert W Baird & Co

Client Specialist

Milwaukee, WI · On-site

Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts ...

Baird

Client Specialist

Milwaukee, WI · On-site

Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts ...

Robert W Baird & Co

Client Specialist

Milwaukee, WI · On-site

Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline,assistingwith proposal generation, preparing new account paperwork, opening accounts ...

Baird Capital

PAM Client Service Associate

Milwaukee, WI · On-site

$14.25 - $19.75/hr

Responsible for client onboarding support, including preparing new account paperwork, opening accounts, transitioning new assets to Baird, and establishing an ongoing communication/client service ...

Russell Investments

PMA Services Associate

Milwaukee, WI · On-site

$55K - $60K/yr

Support Russell Investments' sales team and/or advisors regarding client onboarding functions, including but not limited to: * Reviewing client documentation to ensure completeness * Troubleshooting ...

previous page

Showing results 41-60

All JobsClient Onboarding JobsClient Onboarding Jobs in Wisconsin

Client Onboarding information

See Wisconsin salary details

$15

$32

$54

How much do client onboarding jobs pay per hour?

As of Aug 20, 2026, the average hourly pay for client onboarding in Wisconsin is $32.32, according to ZipRecruiter salary data. Most workers in this role earn between $26.20 and $35.19 per hour, depending on experience, location, and employer.

What is a client onboarding?

A Client Onboarding job involves guiding new clients through the initial setup and integration process with a company’s products or services. This role ensures a smooth transition by addressing client needs, providing necessary training, and coordinating with internal teams. Effective onboarding helps establish strong relationships, improves customer satisfaction, and sets clients up for long-term success.

What are the key skills and qualifications needed to thrive in client onboarding?

To thrive as a Client Onboarding professional, you need strong project management skills, attention to detail, and a solid understanding of your company's products or services, often supported by relevant experience in customer service or account management. Familiarity with customer relationship management (CRM) systems, onboarding software, and documentation tools is typically required. Exceptional communication, problem-solving abilities, and relationship-building skills help set top performers apart. These skills are essential to ensure a smooth, positive experience for new clients, fostering long-term satisfaction and retention.

What are some common challenges faced in client onboarding, and how can I effectively overcome them?

Client Onboarding professionals often encounter challenges such as managing multiple client expectations, coordinating with various internal teams, and addressing unique client requirements within tight deadlines. To overcome these obstacles, it’s important to stay organized, proactively communicate updates, and set clear expectations with both clients and colleagues. Building strong relationships and understanding each client's specific needs can also help prevent misunderstandings and create a smoother onboarding experience. Many companies offer ongoing training and supportive team structures to help you navigate and succeed in these situations.

How to become a client onboarding specialist?

To become a client onboarding specialist, candidates typically need a bachelor's degree in business, communications, or a related field, along with strong communication and organizational skills. Experience in customer service, account management, or sales can be beneficial, and familiarity with customer relationship management (CRM) tools is often required. Certifications in project management or customer success can enhance prospects in this role.

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 jobs in Wisconsin?

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

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

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

Client Onboarding jobs near you
Infographic showing various Client Onboarding job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 10% Part Time, and 5% Contract. Highlights an 70% Physical, 4% Hybrid, and 26% Remote job distribution, with an average salary of $67,233 per year, or $32.3 per hour.

Client Services Associate I - Wealth Management Department

UW Credit Union

Madison, WI • On-site

$28.03/hr

Other

Medical, Dental, Vision, Life, Retirement

Re-posted 7 days ago

Job description


Client Services Associate I - Wealth Management Department
ID
2026-6133
Location : City
53705
Category
Financial Consultant
FTE
1.0
Schedule
Monday-Friday 8:30am-5:00pm
Salary Grade
7
Min
USD $25.46/Hr.
Mid
USD $28.03/Hr.
Additional Locations
US-WI-Madison | US-WI-Sun Prairie
Overview

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 buisness, 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.

Not ready to apply or not finding your dream job?
We can recommend jobs specifically for you!
Click here to stay connected.

Apply