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Client Relationship Associate Jobs in Wisconsin (NOW HIRING)

NFP Corp

Associate, Client Service

Madison, WI · On-site

$50K - $58K/yr

The Client Service Associate supports advisor teams and clients through account operations ... Develop proficiency in the systems used by the company, such as CRM, custodian websites, and other ...

Robert W Baird & Co

Client Specialist

Milwaukee, WI

Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage ... Team of associates passionate about achieving great results for clients and give back to the ...

Robert W Baird & Co

Client Specialist

Milwaukee, WI · On-site

Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage ... Team of associates passionate about achieving great results for clients and give back to the ...

Acrisure

Associate Client Advisor

Stevens Point, WI · On-site

Your Next Chapter: Do you thrive in an environment where technology, data, and relationships ... We're seeking a high-performing Associate Client Advisor to drive new business, deepen client ...

Acrisure

Associate Client Advisor

Stevens Point, WI

$63K - $85K/yr

Your Next Chapter: Do you thrive in an environment where technology, data, and relationships ... We're seeking a high-performing Associate Client Advisor to drive new business, deepen client ...

Alphabe Insight Inc

Client Service Associate

Milwaukee, WI · On-site

$14.25 - $19.75/hr

The Client Service Associate will serve as a key point of contact between clients and internal ... Build and maintain strong client relationships through excellent customer service * Ensure all ...

Elevare Branding

Client Service Associate

Milwaukee, WI · On-site

$14.25 - $19.75/hr

The Client Service Associate will serve as a key point of contact between clients and internal ... Build and maintain strong client relationships through excellent customer service * Ensure all ...

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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 Jul 14, 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.

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 does a client relations associate do?

A client relations associate manages communication and builds relationships with clients to ensure satisfaction and retention. They handle inquiries, resolve issues, and support account management using tools like CRM software, often working in a fast-paced environment. Strong communication and problem-solving skills are essential for this role.

Is a CSA job stressful?

A Client Relationship Associate (CSA) role can be stressful due to the need to manage client expectations, handle complaints, and meet performance targets. The job often requires strong communication skills, problem-solving abilities, and the ability to work under pressure, especially during busy periods or high-demand situations.

What does a customer relations associate do?

A client relationship associate manages interactions with clients to ensure satisfaction and foster long-term relationships. They handle inquiries, resolve issues, and communicate company services, often using CRM tools and maintaining professional communication skills. Their role supports customer retention and business growth.

How much does a client relationship associate make at Bank of America?

A Client Relationship Associate at Bank of America typically earns an average salary ranging from $40,000 to $55,000 annually, depending on experience and location. Compensation may also include bonuses and benefits, and the role often requires strong communication and customer service skills.

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 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 July 2026, with employment types broken down into 1% As Needed, 68% Full Time, 28% Part Time, 2% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $47,529 per year, or $22.9 per hour.

Associate, Client Service

NFP Corp

Madison, WI • On-site

$50K - $58K/yr

Full-time

Retirement, PTO

Re-posted just now

Job description

Posting Description
Who We Are:
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence. With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities.
Summary of the Role: The Client Service Associate supports advisor teams and clients through account operations, onboarding, and ongoing maintenance. This role builds foundational technical knowledge, develops client communication skills, and learns to manage custodial work with guidance from senior team members. The CSA takes ownership of their responsibilities from initiation through completion, escalating complex matters as needed.
Essential Duties and Responsibilities:
  • Process account onboarding, including preparation of Advisory Agreements and custodial account agreements
  • Manage custodial inquiries and account maintenance through resolution, including retirement coding reconciliations and general account maintenance
  • Handle asset movement requests with clients and at the custodial level from initiation to completion, including checks, wires, ACH, and journals
  • Support retirement account rollovers, reconciliation of transferred assets, and annuity rollovers with guidance
  • Assist with Separately Managed Account and subdocument processing, including client profile sheets and private investment subscription documents
  • Coordinate offboarding client notifications and manage returned mail/abandoned property accounts
  • Provide proactive communication with clients and advisor teams throughout all account-related matters
  • Assure accuracy and timeliness of all custodian work

Technical Expertise
  • Build foundational technical knowledge in operational matters
  • Learn custodial bulletins and procedures
  • Understand and comply with all financial regulations
  • Maintain high diligence in client privacy and security
  • Develop proficiency in the systems used by the company, such as CRM, custodian websites, and other relevant technological resources
  • Maintain required logs and supporting documentation for compliance-related purposes

Team Collaboration
  • Observe and learn from client meetings within areas of expertise
  • Receive training and mentorship from Senior Client Service Associates and leadership
  • Provide support to Advisor Associates, Lead Advisors, and Service Advisors
  • Support process improvement initiatives and follow established procedures
  • Assist in maintaining standard templates, policies, procedures, and materials
  • Embrace and adopt new technology solutions
  • Contribute positively to office culture, morale, and team collaboration
  • Escalate issues and requests to appropriate personnel when necessary

Qualifications:
  • Bachelor's degree in Finance, Economics, or a related field preferred
  • Relevant experience in financial services or a related industry
  • Strong computer skills, including proficiency with Microsoft Office Suite
  • Experience with CRM systems and custodial platforms preferred
  • Excellent organizational and time management skills
  • Commitment to professional growth and development

Client Service Excellence
  • Strong client orientation with focus on creating positive experiences
  • Professionalism and developing communication skills (verbal and written)
  • Willingness to learn issue resolution techniques
  • Interpersonal skills and relationship development abilities

Operational Excellence
  • Strong organizational, planning, and prioritization skills
  • Attention to detail and commitment to delivering quality work
  • Ability to handle multiple tasks while maintaining accuracy and meeting deadlines
  • Developing problem-solving and decision-making capabilities
  • Willingness to build technical proficiency in relevant systems and custodian platforms

Professional Development
  • Quick learner with the ability to adapt to new challenges.
  • Open to change and committed to continuous improvement.
  • Technology-oriented, with a focus on incorporating best practices.
  • Proactive in seeking feedback and asking questions

What We Offer:
Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $50,000 -$58,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire is an inclusive Equal Employment Opportunity employer.
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