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Client Relationship Associate Jobs in Milwaukee, WI

Phenom People

Client Service Associate

Waukesha, WI · On-site

$14.50 - $20/hr

Senior Client Service Associate Senior Client Service Associates help shape the future of service ... Cultivate and enhance new and existing client relationships through active communication with ...

TravisMathew

Client Associate - Mayfair

Wauwatosa, WI · On-site

The Client Associate is responsible for maintaining the in-store sales and service experience and ... Participate in-store events, marketing initiatives and CRM activity to drive and reward repeat ...

Alphabe Insight

Client Service Associate

Milwaukee, WI · On-site

$14.25 - $19.75/hr

Client Service Associate At Elevare Branding, we specialize in building powerful brand identities ... This is an excellent opportunity for individuals who enjoy building relationships, managing ...

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Client Relationship Associate information

See Milwaukee, WI salary details

$24.6K

$46.4K

$66K

How much do client relationship associate jobs pay per year?

As of Aug 15, 2026, the average yearly pay for client relationship associate in Milwaukee, WI is $46,362.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,400.00 and $49,200.00 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 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 Milwaukee, WI?

The most popular types of Client Relationship jobs in Milwaukee, WI are:

What are popular job titles related to Client Relationship Associate jobs in Milwaukee, WI?

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

What job categories do people searching Client Relationship Associate jobs in Milwaukee, WI look for?

The top searched job categories for Client Relationship Associate jobs in Milwaukee, WI are:

What cities near Milwaukee, WI are hiring for Client Relationship Associate jobs?

Cities near Milwaukee, WI with the most Client Relationship Associate job openings:

Client Relationship Associate jobs near you
Infographic showing various Client Relationship Associate job openings in Milwaukee, WI as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 10% Part Time, and 6% Contract. Highlights an 81% Physical, 3% Hybrid, and 16% Remote job distribution, with an average salary of $46,362 per year, or $22.3 per hour.

Client Service Associate

Phenom People

Waukesha, WI • On-site

$14.50 - $20/hr

Other

Re-posted 20 days ago

Job description

Senior Client Service Associate

Senior Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Senior Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.

Client Support

  • Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
  • Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
  • Confirm authorization and authenticate client when processing requests
  • Onboard and maintain client accounts, including collecting client information and required documentation, processing money movement transactions as an example
  • Review and take appropriate action on client account alerts

Other

  • Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
  • Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
  • Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
  • Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
  • Proactively participate in firm initiatives directed by local management
  • Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors

Education and/or Experience

  • High School Diploma/Equivalency
  • College degree preferred
  • Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
  • At least 5 years of industry experience required
  • Demonstrated strong performance in current role for the prior 2 years, if applicable

Knowledge, Skills, and Abilities

  • Strong computer skills and knowledge of Microsoft Office products
  • Exceptional writing, interpersonal and client service skills
  • Detail orientated with superior organizational skills and ability to prioritize tasks
  • Team player with the ability to collaborate with others
  • Ability to work in a fast-paced, evolving environment
  • Goal oriented, self-motivated and results driven

Reports To

  • Business Service Officer

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

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