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Client Relationship Associate Jobs in Wisconsin (NOW HIRING)

Raymondjames

Registered Client Associate

Green Bay, WI · On-site

Client Relationship Management (CRM) software * Microsoft Office * Effective communication (in ... At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver ...

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 ... Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage ...

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 ... Maintains Client Relationship Management (CRM) system for Financial Advisor(s), as well as ...

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 ... This role focuses on building strong relationships, addressing client needs, and helping maintain ...

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Client Relationship Associate information

See Wisconsin salary details

$25.2K

$47.5K

$67.6K

How much do client relationship associate jobs pay per year?

As of Aug 26, 2026, the average yearly pay for client relationship associate in Wisconsin is $47,529.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,400.00 and $50,500.00 per year, depending on experience, location, and employer.

What does a client relationship associate do?

A Client Relationship Associate is responsible for building and maintaining positive relationships with clients on behalf of a company. They serve as a key point of contact, addressing client inquiries, resolving issues, and ensuring a high level of customer satisfaction. Their role often involves coordinating with internal teams to meet client needs, providing updates, and identifying opportunities to strengthen client relationships. Effective communication, problem-solving skills, and a customer-focused mindset are essential for success in this position.

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

To thrive as a Client Relationship Associate, you need strong interpersonal skills, a customer service mindset, and typically a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is often required. Outstanding communication, problem-solving abilities, and attention to detail help you build trust and effectively address client needs. These skills are vital for maintaining client satisfaction, ensuring retention, and supporting business growth.

How does a client relationship associate typically collaborate with other departments to ensure client satisfaction?

Client Relationship Associates frequently work with teams such as sales, account management, and customer support to deliver a seamless client experience. They often act as the main point of contact for clients, relaying feedback and requests to appropriate internal teams. This requires clear communication, prompt follow-up, and a proactive approach to resolving any issues. Building strong internal relationships helps them advocate effectively for client needs and ensures that clients receive timely, accurate information.

What skills are needed for a client relationship associate?

A client relationship associate needs strong communication and interpersonal skills to build and maintain client trust. They should have good organizational abilities, problem-solving skills, and proficiency with customer relationship management (CRM) software. Attention to detail and the ability to handle multiple tasks are also important for success in this role.

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

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

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

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

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

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

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

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

Client Relationship Associate jobs near you
Infographic showing various Client Relationship Associate job openings in Wisconsin as of August 2026, with employment types broken down into 86% Full Time, 10% Part Time, and 4% Contract. Highlights an 62% Physical, 3% Hybrid, and 35% Remote job distribution, with an average salary of $47,529 per year, or $22.9 per hour.

Client Relationship Specialist

Sheboygan, WI • On-site

Kestra Holdings
Finance and Insurance • 1 - 5K employees
Learn more about Kestra Holdingsexternal

Full-time

Medical, Retirement

Posted 13 days ago

Job description

Lead with Purpose. Partner with Impact.
The Client Relationship Specialist II plays an advanced role in supporting client relationships, managing complex account and service needs, and helping deliver an exceptional client experience. As a trusted partner to Advisors and clients, this position serves as a primary point of contact for sophisticated client situations, including complex account structures, wealth planning initiatives, and ongoing service requests. In addition to client-facing responsibilities, the Client Relationship Specialist II contributes to operational excellence by identifying process improvements, participating in business initiatives, and mentoring less experienced team members.
This role requires strong technical knowledge, attention to detail, sound judgment, and a commitment to delivering a high level of service. This position also serves as a key development opportunity within the Wealth Management career path. Team members who successfully complete all required FINRA licensing requirements and demonstrate proficiency in client relationship management, advisory support, wealth planning processes, and overall job competencies may be eligible for advancement to the Wealth Advisor Associate role.
What You'll Do:
  • Manage complex account structures, including trusts, estates, and multi-entity accounts.
  • Support wealth planning initiatives in collaboration with Advisors and outside legal and tax professionals.
  • Serve as a primary service contact for clients, ensuring timely and accurate resolution of inquiries and requests.
  • Proactively identify opportunities to enhance client experience and improve service delivery.
  • Provide guidance, coaching, and support to Associates and newer Client Relationship Specialists.
  • Maintain current knowledge of regulatory requirements, compliance standards, and industry best practices.
  • Stay informed on industry trends and market developments relevant to client concerns and planning opportunities.
  • Collaborate with Advisors to gather client information, prepare reports, and support the development of financial plans and recommendations.
  • Assist Advisors with appointment scheduling, meeting preparation, agenda development, and follow-up on action items.
  • Support the implementation of client strategies and service plans by coordinating activities across internal and external partners.
  • Help ensure accurate maintenance of client records and documentation.
  • Participate in projects designed to improve operational processes, systems, workflows, and client service delivery.
  • Contribute ideas and feedback to enhance efficiency, scalability, and overall team effectiveness.
  • Support client appreciation events, educational seminars, workshops, and community engagement initiatives.
  • Assist with traditional and digital marketing activities that strengthen client relationships and support business development efforts.

What You Bring:
  • Strong understanding of financial services operations, account administration, and client service best practices.
  • Exceptional attention to detail and ability to manage confidential information with professionalism and discretion.
  • Excellent written, verbal, and interpersonal communication skills.
  • Ability to build trust and maintain strong relationships with clients, Advisors, and team members.
  • Strong organizational, time management, and prioritization skills in a fast-paced environment.
  • Proficiency with Microsoft Office Suite, CRM platforms, and financial planning software.
  • Ability to work independently while exercising sound judgment regarding situations that require Advisor involvement.
  • Ability to maintain accuracy under pressure while considering the broader context of a client's financial circumstances.
  • Strong problem-solving skills and a proactive approach to identifying and addressing client needs.
  • Demonstrated commitment to delivering a high-quality client experience and fostering long-term client relationships.

Benefits to support you:
  • Competitive pay and benefits with a large employer (over 1600 employees nationwide)
  • 401(k), health insurance, and a competitive benefits package
  • Work in a supportive, collaborative environment committed to professional excellence
  • Help clients navigate meaningful financial decisions with confidence
  • Opportunities for training, development, and long-term growth within the firm
  • Tuition reimbursement for qualified expenses

DisclosureBy applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
  • You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
  • It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

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