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Client Relationship Associate Jobs in Milwaukee, WI

Gartner

Client Executive, LE, GTS

Milwaukee, WI · On-site

$75K - $102K/yr

Establish and maintain executive relationships with clients to become the trusted advisor * Account ... That's why we hire associates with the intellectual curiosity, energy and drive to want to make a ...

Alphabe Insight Inc

Client Service Associate

Milwaukee, WI · On-site

$14.25 - $19.75/hr

We are seeking a detail-oriented and client-focused Client Service Associate to join our Milwaukee ... This is an excellent opportunity for individuals who enjoy building relationships, managing ...

Omnicom

Client Service Representative

Kenosha, WI · On-site

$15.50 - $21.25/hr

We know that when our associates are empowered to bring their whole selves to work, they feel ... Client Relationship Management - Enjoy growing relationships both externally and internally.

Drake & Associates

Client Experience Specialist

Waukesha, WI · On-site

$17.75 - $22.25/hr

Drake & Associates is a growing financial planning firm focused on delivering exceptional guidance ... Build and maintain strong client relationships * Manage scheduling and assist with calendar ...

Omnicom

Client Service Representative

Kenosha, WI · On-site

$15.50 - $21.25/hr

We know that when our associates are empowered to bring their whole selves to work, they feel ... Client Relationship Management - Enjoy growing relationships both externally and internally.

Drake and Associates

Client Experience Specialist

Waukesha, WI · On-site

$17.75 - $22.25/hr

Drake & Associates is a growing financial planning firm focused on delivering exceptional guidance ... Build and maintain strong client relationships * Manage scheduling and assist with calendar ...

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All JobsClient Relationship Associate JobsClient Relationship Associate Jobs in Milwaukee, WI

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 Sep 5, 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 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 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 82% Full Time, 14% Part Time, and 4% Contract. Highlights an 62% Physical, 3% Hybrid, and 35% Remote job distribution, with an average salary of $46,272 per year, or $22.2 per hour.

Financial Relationship Manager - Milwaukee / Green Bay, WI

Advisor Talent Solutions

Milwaukee, WI • On-site

Full-time

Re-posted 29 days ago

Job description

Position: Financial Relationship Manager

Firm: Legacy Partners Group

Location: Milwaukee or Green Bay, WI

Overview:

Are you looking to expand your career and to be part of a successful team? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Legacy Partners Group, located in Milwaukee or Green Bay, WI is seeking to add a Financial Relationship Manager to our team!

The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities, while providing superior client service; always putting the clients first.

Education/Experience:

  • Associate’s degree required
  • 1+ years’ experience working in a fast paced, sales driven environment
  • Experience in financial services, estate planning, and annuity sales experience a plus
  • Experience with Redtail and Wealth Box CRM is a plus
  • Must be able to obtain a Life Insurance License within 30 days
  • Must be able to obtain Series 65 within a year

Skills/Knowledge:

  • Knowledge about programs and able to effectively answer prospect questions
  • Previous experience in processing confidential, detailed paperwork
  • Excellent verbal and written communication skills
  • Self-motivated with excellent organizational skills and attention to detail
  • Demonstrated confidence and skill in public speaking

Responsibilities:

  • Develop and nurture new business and existing client relationships
  • Assess clients' financial needs and recommend appropriate solution's
  • Present, explain and educate insurance policies and options
  • Maintain accurate records and workflow using CRM
  • Collaborate with our financial planning team to deliver integrated solutions

Apply