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Client Service Associate Jobs in Wisconsin (NOW HIRING)

Client Service Associate

Milwaukee, WI

$14.25 - $19.75/hr

The Client Service Associate will serve as a key point of contact between clients and internal teams, ensuring a seamless and positive customer experience. This role involves supporting client ...

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 teams, ensuring a seamless and positive customer experience. This role involves supporting client ...

Client Service Associate

Madison, WI · On-site

$50K - $55K/yr

We are seeking a motivated Client Service Associate to join our dynamic team in Madison, WI. The ideal candidate will act as the primary point of contact for clients, ensuring their needs are met ...

Client Service Associate

Brookfield, WI

$13.50 - $18.75/hr

Position Overview We are seeking a Client Service Associate to join our dedicated service center team. Supporting 12 Senior Advisors, their teams, and over $1 Billion in assets under management, the ...

Client Service Associate - NR

Mequon, WI · On-site

$13 - $17.75/hr

The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support ...

Client Service Associate - NR

Eau Claire, WI

$14.25 - $19.75/hr

The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support ...

Client Service Associate - NR

La Crosse, WI · On-site

$14.25 - $19.75/hr

Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety ...

Client Service Associate - NR

Waukesha, WI · On-site

$14.50 - $20/hr

The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support ...

Client Service Associate - NR

Waukesha, WI

$14.50 - $20/hr

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of ...

Client Service Associate - NR

Eau Claire, WI · On-site

$14.25 - $19.75/hr

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of ...

Client Service Associate - NR

La Crosse, WI · On-site

$14.25 - $19.75/hr

What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records ...

Client Service Associate - NR

Mequon, WI

$13 - $17.75/hr

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of ...

Client Service Associate - NR

Eau Claire, WI

$14.25 - $19.75/hr

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of ...

Client Service Associate - NR

Waukesha, WI · On-site

$14.50 - $20/hr

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of ...

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Client Service Associate information

See Wisconsin salary details

$8

$17

$27

How much do client service associate jobs pay per hour?

As of May 30, 2026, the average hourly pay for client service associate in Wisconsin is $17.30, according to ZipRecruiter salary data. Most workers in this role earn between $14.09 and $19.42 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Client Service Associate, and why are they important?

To thrive as a Client Service Associate, you need strong communication, organizational, and problem-solving skills, often backed by a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes financial or industry-specific platforms is typically required. Outstanding interpersonal skills, attention to detail, and a proactive attitude help build client trust and foster positive relationships. These competencies are essential for ensuring client satisfaction, efficient service delivery, and long-term business success.

How does a Client Service Associate typically collaborate with financial advisors and other team members?

Client Service Associates work closely with financial advisors to ensure that clients receive timely and accurate support. They often coordinate client meetings, prepare account documentation, and act as a liaison between clients and the advisory team. Effective communication and strong organizational skills are essential, as the role requires managing multiple requests while maintaining attention to detail. Collaboration with operations teams and compliance departments is also common to resolve client issues and ensure regulatory requirements are met.

What are Client Service Associates?

Client Service Associates are professionals who support financial advisors or account managers by assisting clients with their needs, addressing inquiries, and processing account transactions. They often serve as the first point of contact for clients, ensuring a smooth and positive experience. Their responsibilities may include handling documentation, managing account information, resolving issues, and maintaining strong client relationships. In many organizations, they play a crucial role in ensuring client satisfaction and operational efficiency.

What jobs make 3000 a month without a degree?

A Client Service Associate typically earns less than $3,000 monthly, but roles such as sales representatives, administrative assistants, or delivery drivers can reach or exceed this income level without a degree, especially with experience or commissions. These jobs often require strong communication skills, customer service abilities, and sometimes certifications or licenses depending on the industry.

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

AspectClient Service AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer relevant certificationsHigh school diploma or equivalent; technical certifications optional
Work EnvironmentFinancial institutions, banks, investment firmsRetail, tech companies, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, e-commerce, tech support
Common Search & Comparison IntentUnderstanding roles in finance and client interactionCustomer service roles in various industries

The Client Service Associate typically works in financial institutions, focusing on client interactions, account management, and financial products. In contrast, a Customer Support Specialist often handles technical issues, product inquiries, and general customer assistance across diverse industries. While both roles require strong communication skills, the Client Service Associate's work is more finance-oriented, whereas the Customer Support Specialist's role is broader and more technical.

What are the most commonly searched types of Client Service jobs in Wisconsin? The most popular types of Client Service jobs in Wisconsin are:
What cities in Wisconsin are hiring for Client Service Associate jobs? Cities in Wisconsin with the most Client Service Associate job openings:

$50K - $55K/yr

Full-time

Medical

Posted 27 days ago


Job description

Company Description

About Us

At Signal Tru Brand, we craft experiences that connect people, ideas, and innovation. Our team brings together creativity and strategy to design unforgettable events that strengthen brand identity and leave lasting impressions. We value excellence, collaboration, and a forward-thinking mindset that drives growth and opportunity in every project we take on.

Job Description

Job Description

We are seeking a motivated Client Service Associate to join our dynamic team in Madison, WI. The ideal candidate will act as the primary point of contact for clients, ensuring their needs are met efficiently and that every interaction reflects the high standards of Signal Tru Brand. This position is ideal for individuals who thrive in a client-focused environment and enjoy working on meaningful projects with room for growth.

Responsibilities

  • Serve as a liaison between clients and internal departments, ensuring seamless communication.

  • Assist in coordinating projects, timelines, and deliverables to meet client expectations.

  • Support the development of client proposals, reports, and presentations.

  • Monitor client satisfaction and proactively identify opportunities for improvement.

  • Maintain accurate records of client interactions and ensure follow-up on pending matters.

Qualifications

Qualifications

  • Strong interpersonal and communication skills, both verbal and written.

  • Excellent organizational abilities and attention to detail.

  • Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

  • Proficiency in Microsoft Office Suite and familiarity with CRM systems.

  • A professional demeanor and a genuine commitment to client success.

Additional Information

Benefits

  • Competitive annual salary of $50,000 - $55,000.

  • Growth and career development opportunities.

  • Supportive and collaborative work environment.

  • Comprehensive training and onboarding programs.

  • Health and wellness initiatives.