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Client Service Associate Entry Level Jobs in Racine, WI

Expert Institute

Legal Client Advisor

Milwaukee, WI · Hybrid

Hybrid role - Must be located near Milwaukee or willing to relocate Entry-level position - New ... This role combines legal analysis, client service, and project management in a fast-paced ...

Expert Institute

Legal Client Advisor

Milwaukee, WI · Hybrid

Hybrid role - Must be located near Milwaukee or willing to relocate Entry-level position - New ... This role combines legal analysis, client service, and project management in a fast-paced ...

Proman Staffing

Be Seen First

Entry Level Warehouse Associate

Pleasant Prairie, WI · On-site

$13.50 - $15/hr

... that services the world's largest telecommunications and cable providers. Offering a weekly ... We are hiring Entry Level Warehouse Associate for this CLIMATE CONTROLLED facility! We Pay Weekly ...

Baird

Associate Financial Advisor

Milwaukee, WI · On-site

The Associate Financial Advisor role partners closely with advisors to help grow and service a strategic client base, with areas of focus that may include financial planning, portfolio construction ...

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Client Service Associate Entry Level information

See Racine, WI salary details

$8

$16

$25

How much do client service associate entry level jobs pay per hour?

As of May 30, 2026, the average hourly pay for client service associate entry level in Racine, WI is $16.07, according to ZipRecruiter salary data. Most workers in this role earn between $13.08 and $18.03 per hour, depending on experience, location, and employer.

What is the difference between Client Service Associate Entry Level vs Customer Support Specialist?

AspectClient Service Associate Entry LevelCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreeHigh school diploma or equivalent; relevant certifications optional
Work EnvironmentFinancial institutions, banks, investment firmsVarious industries including tech, retail, telecom
Employer & Industry UsageCommonly used in banking and finance sectorsWidespread across multiple customer-facing industries
Search & Comparison IntentOften compared for entry-level client-facing roles in financeCompared for customer support roles across industries

In summary, a Client Service Associate Entry Level typically works within financial institutions, focusing on client relationships and account management, while a Customer Support Specialist has a broader role across various industries, emphasizing troubleshooting and customer assistance. Both roles require strong communication skills but differ in industry focus and specific responsibilities.

What job categories do people searching Client Service Associate Entry Level jobs in Racine, WI look for? The top searched job categories for Client Service Associate Entry Level jobs in Racine, WI are:
What cities near Racine, WI are hiring for Client Service Associate Entry Level jobs? Cities near Racine, WI with the most Client Service Associate Entry Level job openings:
Client Service Associate Entry Level jobs near you
Wealth - Associate Relationship Manager

Wealth - Associate Relationship Manager

Johnson Financial Group

Milwaukee, WI

Full-time

Posted 13 days ago

Johnson Financial Group rating

8.8

Company rating: 8.8 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Overview

The Wealth Associate RM is an entry level transitional role with expected development to a Wealth Advisor role.   This role will function within and support servicing, planning and client meetings.  

Key Responsibilities:

  • Knowledge of full portfolio of JFG products and services; actively cross-sells full breadth and depth of products.
  • Actively join calls with lead Relationship Manager on identified target segments, prospects, centers of influence, etc. to support new business development and client acquisition efforts.
  • Participate and assist with regular telephone and face-to-face client reviews. Give persuasive sales presentations and tailors delivery and material to meet audience needs as directed by lead Relationship Manager.
  • Frequent phone contact with clients regarding planning related issues (goals review, performance review), directed by lead Relationship Manager.
  • Assist Client Service Specialists with client services activities, client calls; understand the process of service-related requests.
  • Attend to special client needs such as cash requirements and reserves, tax planning and distribution analysis.
  • Financial Planning: review, prepare and update client-based plans, financial and estate planning primers, estate planning attorney searches.
  • Clear Touch: contribute to internal client service process and maintain client contact services standards.
  • Develop and maintain strong working relationships with business partners to expand customer relationships across all lines of business.
  • Actively manage inherent risks by adhering to internal policies and procedures, regulatory and statutory requirements, and exercising sound judgment.
  • Complete, timely and accurate CRM documentation of prospect/COI relationships.

Education, Knowledge, and Skills:

  • Bachelor’s Degree and minimum 2 years of experience working with affluent clientelee. A combination of appropriate education and experience will be considered.  
  • Demonstrated expertise in sales, networking, negotiating, business acumen and execution.
  • Specialized knowledge of investment management and financial planning.
  • Series 65 (IA) required (will be given 6 months to achieve)
  • Required to pursue Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) designation.
  • Knowledge of Estate Planning & Trust, Lending/Banking, Qualified Plans, and Business Succession desired.
  • Understanding and strong working knowledge of MS Office products; familiarity with Schwab, Fidelity, RBC, and planning software. Ability to effectively utilize Bank and Wealth Operating Systems.

Come as you are.

Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.

Qualifications:UNAVAILABLEEducation:UNAVAILABLEEmployment Type: FULL_TIME

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