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

Merit Financial Advisors

Client Service Associate

Rockford, IL ยท On-site

$14.50 - $20/hr

The Position: ๏ปฟ The Client Service Associate is a key role that ensures excellence in customer service. This person manages client interactions and maintains the highest level of confidentiality ...

Wells Fargo

Client Associate

Rockford, IL ยท On-site +1

Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells ... Client service focus with the ability to listen to customer needs and recommend solutions * Ability ...

New

Family Dollar

Customer Service Associate I

Evansville, WI ยท On-site

$14 - $19.50/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

Byron, IL ยท On-site

$14.50 - $20/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

Loves Park, IL ยท On-site

$14 - $19.25/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

Rockford, IL ยท On-site

$14.50 - $20/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

Delavan, WI ยท On-site

$13 - $17.75/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

Williams Bay, WI ยท 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 ...

Family Dollar

Customer Service Associate I

Janesville, WI ยท On-site

$13.25 - $18.50/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 ...

Zoro

Customer Service Associate

Janesville, WI

$18.25/hr

Job Summary As a Customer Service Associate at Zoro, you will play a crucial role in delivering exceptional service to our customers by promptly and accurately resolving their inquiries or issues.

Zoro

Customer Service Associate

Janesville, WI ยท On-site

$18.25/hr

Job Summary As a Customer Service Associate at Zoro, you will play a crucial role in delivering exceptional service to our customers by promptly and accurately resolving their inquiries or issues.

Zoro

Customer Service Associate

Janesville, WI ยท On-site

$18.25/hr

Job Summary As a Customer Service Associate at Zoro, you will play a crucial role in delivering exceptional service to our customers by promptly and accurately resolving their inquiries or issues.

Dollar Tree

Customer Service Associate I

Rockford, IL ยท On-site

$14.50 - $20/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 I

Rockford, IL ยท On-site

$14.50 - $20/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 I

Janesville, WI ยท On-site

$14.25 - $19.75/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 ...

Dollartree

Customer Service Associate I

Belvidere, IL ยท On-site

$13.75 - $19/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 ...

Dollartree

Customer Service Associate I

Rockford, IL ยท On-site

$14.50 - $20/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 I

Rockford, IL ยท On-site

$14.50 - $20/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 ...

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

Client Service Associate information

See Beloit, WI salary details

$8

$16

$26

How much do client service associate jobs pay per hour?

As of Aug 23, 2026, the average hourly pay for client service associate in Beloit, WI is $16.76, according to ZipRecruiter salary data. Most workers in this role earn between $13.65 and $18.80 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 cities near Beloit, WI are hiring for Client Service Associate jobs?

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

Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Beloit, WI as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 21% Part Time, and 3% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $34,863 per year, or $16.8 per hour.

Client Service Associate

Wealth Enhancement Group

Clinton, WI โ€ข On-site

$20 - $25/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted yesterday

Job description

About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
Our Clinton, WI office is looking for a Client Service Associate to serve as the liaison between clients and Financial Advisors (FAs). You will work with all aspects of the client experience, including financial paperwork and financial account review preparation. Previous experience in a wealth management office is welcome but not required. Candidates with a professional background in other industries can succeed in this role.
This is a full-time, on-site position (40 hours per week). We're looking for someone available to be in the office from 8:30am-5pm, Monday to Thursday, and 7:30am-4pm on Fridays. We can offer limited flexibility within reason on start/stop times.
In the spirit of pay transparency, we are excited to share the pay range for this position is $20.00/hr to $25.00/hr, exclusive of bonuses and benefits. Compensation, job duties, and title (e.g. Sr. Client Service Associate) will be commensurate with experience and qualifications. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so let's have one.
We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.
Primary Job Functions
Client Service
  • Support Senior Vice President (Financial Advisor) and their clients by leading and implementing the client service model
  • Facilitate new account setup at the custodial level; follow up on fund transfers
  • Respond to and resolve client requests; complete necessary financial paperwork to execute client recommendations, change beneficiaries, establish trusts, etc.
  • Ensure accurate completion of prospect/new client paperwork and set up
  • Maintain Salesforce database and client files (filing, copies, data input)
  • Research and follow up on any issues with the custodians, vendors, and Wealth Enhancement operations department
  • Learn company product suitability guidelines, financial operational processes, and financial sales processes
  • Support client service functions for all teams as requested
Office Administration
  • Greet clients and visitors warmly and professionally, ensuring a positive first impression
  • Answer and direct incoming phone calls promptly and courteously
  • Manage the office calendar, including client appointments and internal meetings
  • Support advisors and staff with administrative tasks such as data entry, filing, and scanning
  • Manage incoming and outgoing USPS, FedEx, and UPS mail deliveries
  • Maintain and order office supplies
Education/Qualifications
  • 2+ years of customer service/administrative experience preferred
  • Bachelor's degree or equivalent preferred, demonstrated through one or a combination of the following: work experience, training, military experience, or education
  • Strong interpersonal skills required to develop team and client relationships
  • Professional presence and communication skills
  • Strong attention to detail and process
  • Good problem-solving skills, ability to work with deadlines, and prioritize work
  • Proficient with Microsoft Office required
  • Salesforce experience a plus
WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified at the individual contributor level is $42,500.00 to $63,750.00. However, the pay range bolded above is what we expect to pay as a starting range for this position.
#LI-ONSITE
#LI-AP1
Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:
  • Training and professional development
  • Medical, dental and vision coverage (Available to full-time employees and their families)
  • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
  • Life and AD&D insurance - employer paid and voluntary options
  • Short-term and long-term disability, workers compensation - employer paid
  • 401k with match and profit sharing
  • Wellness programs and resources
  • Voluntary benefits, including pet insurance
  • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
  • 12 paid holidays each year (10 pre-determined and 2 floating days)
  • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
  • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.

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