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Client Relationship Associate Jobs in New Berlin, WI

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 ...

Baird

PAM Client Service Associate

Milwaukee, WI · On-site

$14.25 - $19.75/hr

The PAM Client Service Associate plays a vital role in delivering an exceptional experience to the ... Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage ...

Robert W Baird & Co

PAM Client Service Associate

Milwaukee, WI · On-site

$14.25 - $19.75/hr

The PAM Client Service Associate plays a vital role in delivering an exceptional experience to the ... Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage ...

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All JobsClient Relationship Associate JobsClient Relationship Associate Jobs in New Berlin, WI

Client Relationship Associate information

See New Berlin, WI salary details

$24.5K

$46.2K

$65.8K

How much do client relationship associate jobs pay per year?

As of Aug 24, 2026, the average yearly pay for client relationship associate in New Berlin, WI is $46,214.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,300.00 and $49,100.00 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 job categories do people searching Client Relationship Associate jobs in New Berlin, WI look for?

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

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

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

Client Relationship Associate jobs near you
Infographic showing various Client Relationship Associate job openings in New Berlin, WI as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 75% Physical, 3% Hybrid, and 22% Remote job distribution, with an average salary of $46,214 per year, or $22.2 per hour.

Financial Advisor - Client Relationship Focus

Waukesha, WI • On-site

Drake & Associates
Finance and Insurance • 1 - 10 employees
Learn more about Drake & Associatesexternal

Full-time

Medical, Life, Retirement

Re-posted 5 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.