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Client Service Associate Jobs in Appleton, WI (NOW HIRING)

Royal Bank of Canada

Client Associate

Green Bay, WI · On-site

As a Client Associate/Registered Client Associate, become a trusted resource to our clients ... Financial services experience What's in it for you? We thrive on the challenge to be our best ...

Royal Bank of Canada

Client Associate

Green Bay, WI · On-site

As a Client Associate/Registered Client Associate, become a trusted resource to our clients ... Financial services experience What's in it for you? We thrive on the challenge to be our best ...

FOREVER INC

Client Care Associate

Hobart, WI · Hybrid

$17/hr

Client Care Associate Location: Green Bay, WI (Hybrid) Department: Client Care Reports To: Manager ... You'll assist with product and service inquiries, troubleshoot software issues across our web ...

J. J. Keller

Client Services Specialist

Neenah, WI · On-site

$17.50 - $23.25/hr

Client Service; Account Management; Audit/Risk/Compliance Employment Type: Full-Time Work Options ... J. Keller & Associates, Inc. Click HERE to take a tour through three generations of this family ...

Forever

Client Care Associate

Oneida, WI · On-site

$17/hr

Client Care Associate Location: Green Bay, WI (Hybrid) Overview Category Customer Service Description At FOREVER ® , we help families and individuals save, organize, and share their precious ...

Scheels

Customer Service Associate - Full Time

Freedom, WI · On-site

$14.50 - $20/hr

Customer Service associates are responsible for creating a positive and personal experience for every customer. The Customer Service associate will operate the register, handle cash, and be ...

Dollartree

Customer Service Associate

Appleton, WI

$14.25 - $19.50/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...

Dollar Tree

Customer Service Associate

Appleton, WI · On-site

$14.25 - $19.50/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...

Tusker

Customer Service Associate

Green Bay, WI · On-site

$22/hr

Camera Corner Connecting Point (Tusker) is looking for an upbeat, dependable, and customer-focused Customer Service Associate to join our fast-paced team and support other departments across our ...

Club Car Wash

Customer Service Associate

Appleton, WI · On-site

$16 - $18/hr

Ability to lift 25 pounds unassisted As A Sales Associate You Will: * Educate customers on promotions, memberships and products to create the ideal service experience. * Create a positive experience ...

Club Car Wash

Customer Service Associate

Appleton, WI · On-site

$13.75 - $19/hr

Ability to lift 25 pounds unassisted As A Sales Associate You Will: * Educate customers on promotions, memberships and products to create the ideal service experience. * Create a positive experience ...

Family Dollar

Customer Service Associate I

Kiel, WI · On-site

$14.75 - $20.50/hr

Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the ...

Family Dollar

Customer Service Associate I

Kiel, WI · On-site

$14.75 - $20.50/hr

Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the ...

Family Dollar

Customer Service Associate I

Appleton, WI · On-site

$13.75 - $19/hr

Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the ...

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All JobsClient Service Associate JobsClient Service Associate Jobs in Appleton, WI

Client Service Associate information

See Appleton, WI salary details

$8

$16

$26

How much do client service associate jobs pay per hour?

As of Sep 13, 2026, the average hourly pay for client service associate in Appleton, WI is $16.44, according to ZipRecruiter salary data. Most workers in this role earn between $13.37 and $18.46 per hour, depending on experience, location, and employer.

What is a client service associate?

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.

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 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.

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.

How much do client service associates make?

The average salary for a client service associate typically ranges from $40,000 to $55,000 annually, depending on experience, location, and the industry. Entry-level roles may start lower, while experienced associates or those with specialized skills can earn higher wages, often supplemented with bonuses or benefits.

What are the most commonly searched types of Client Service jobs in Appleton, WI?

The most popular types of Client Service jobs in Appleton, WI are:

What cities near Appleton, WI are hiring for Client Service Associate jobs?

Cities near Appleton, WI with the most Client Service Associate job openings:

Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Appleton, WI as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 17% Part Time, and 3% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $34,765 per year, or $16.7 per hour.

Client Associate

Green Bay, WI • On-site

Royal Bank of Canada
Banking and Credit Intermediation • 10K+ employees
Learn more about Royal Bank of Canadaexternal

Full-time

Re-posted 2 days ago

Job description

Job Description

What is the opportunity?

Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative environment.

At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.

What will you do?

  • Build and maintain professional relationships with clients by assisting them and answering account questions.
  • Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.
  • Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.
  • Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH's in a timely manner.
  • Maintain confidentiality in accordance with RBC's Code of Conduct.

What do you need to succeed?

Must-have

  • Bachelor's degree or job-related experience
  • Strong soft skills including verbal and written communication, people, organizational, and client service skills
  • Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
  • Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire
  • Ability to adapt to a rapidly changing business and technology environment

Nice-to-have

  • Current FINRA registrations
  • Financial services experience

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • Leaders who support your development through coaching and managing opportunities
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Opportunities to do challenging work
  • Opportunities to take on progressively greater accountabilities
  • Access to a variety of job opportunities across business

Job Skills

Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities

Additional Job Details

Address:

2465 MARINA CIRCLE:GREEN BAY

City:

Green Bay

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-02-12

Application Deadline:

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Employment Type: FULL_TIME

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