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Client Relationship Associate Jobs in Wisconsin (NOW HIRING)

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Client Relations Associate

Madison, WI

$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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All JobsClient Relationship Associate JobsClient Relationship Associate Jobs in Wisconsin

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 Jun 22, 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 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.

What is the work of client relationship associate?

A client relationship associate is responsible for managing and maintaining positive relationships with clients, addressing their needs, and ensuring customer satisfaction. They often handle communication, provide support, and may use CRM tools to track interactions. Strong communication and problem-solving skills are essential for this role.

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 job makes 10,000 a month without a degree?

A Client Relationship Associate can potentially earn $10,000 or more per month through commissions, bonuses, and performance incentives, especially in sales-driven environments. Success in this role often depends on strong communication skills, industry knowledge, and building long-term client relationships, with some positions offering high earning potential without requiring a degree.

Is being an RM a stressful job?

A Client Relationship Associate role can be stressful due to managing client expectations, meeting sales or service targets, and handling complex issues. The job often requires strong communication skills, organization, and the ability to work under pressure, which can contribute to stress levels depending on workload and environment.

What does a client relationship associate do?

A client relationship associate manages interactions with clients to ensure satisfaction and retention. They handle communication, address client needs, and support account management using tools like CRM software. Strong communication and problem-solving skills are essential for 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:
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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

Financial Advisor - Client Relationship Focus

Drake and Associates

Waukesha, WI • On-site

$100K - $200K/yr

Full-time

Medical, Life, Retirement

Posted 27 days ago

Job description

Financial Advisor - Client Relationship Focus
At Drake & Associates, we are committed to delivering exceptional client experiences. We seek individuals who consistently exceed expectations and demonstrate a passion for building lasting relationships. If you are driven to make a meaningful impact and thrive in a client-focused environment, we invite you to consider joining our team.
Why You'll Love This Role
  • Focus on building relationships with existing clients-no prospecting required
  • Opportunity to make a meaningful impact on clients' lives
  • Supportive team environment and ongoing professional development
  • Recognition and rewards for outstanding performance

About This Opportunity
As a Relationship Advisor, your primary responsibility is to meet one-on-one with existing clients, fostering trust and long-term relationships. This role is ideal for professionals who enjoy connecting with people, providing superior service, and always putting clients first. Unlike traditional advisory positions, you will inherit an existing book of clients and focus exclusively on servicing and strengthening these relationships-no prospecting required.
How You'll Make an Impact
  • Prepare, present, and implement customized financial plans tailored to each client's needs
  • Advise clients on annuities, life and long-term care insurance, investment strategies, and retirement planning
  • Manage and retain strong client relationships through regular communication and support
  • Participate in client appreciation and educational events to enhance engagement and loyalty

What We're Looking For
  • At least 2 years of experience in financial services
  • Series 65 or a combination of Series 66 and 7, plus Life and Health licenses
  • Experience serving in a client-facing capacity with direct responsibility for managing client relationships, conducting client meetings, and delivering ongoing advice and service
  • Strong organizational, prioritization, interpersonal, and management skills
  • Excellent verbal and written communication abilities
  • Experience with Salesforce is preferred

What Makes You a Great Fit
  • Demonstrates strong initiative and a proactive approach to client needs
  • Maintains a positive attitude and persistence in achieving goals
  • Effectively markets services to local clients
  • Works collaboratively as part of a team

Compensation & Bonus Structure
This position offers a competitive salary and the opportunity to earn performance-based bonuses. Bonus eligibility is tied to meeting key performance goals, delivering strong results, and contributing to company-wide success.
Ready to make an impact?
If you are passionate about client service and eager to grow your career with Drake & Associates, we encourage you to apply and learn more about how you can contribute to our mission.

Apply