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

MARS Solutions Group

Food Service Associate

Milwaukee, WI · On-site

$15 - $17/hr

Monday-Friday, 8:00 AM - 2:30 PM CST MARS Solutions Group is hiring a Food Service Associate to support a dynamic corporate lunch program at our Fortune 100 Insurance Client's Milwaukee campus . This ...

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

Client Service Associate information

See Brookfield, WI salary details

$8

$16

$25

How much do client service associate jobs pay per hour?

As of Jun 15, 2026, the average hourly pay for client service associate in Brookfield, WI is $16.22, according to ZipRecruiter salary data. Most workers in this role earn between $13.22 and $18.22 per hour, depending on experience, location, and employer.

What does a client service associate do?

A client service associate provides support to clients by addressing inquiries, resolving issues, and managing account information. They often communicate via phone, email, or in person, and use customer relationship management (CRM) tools to ensure client satisfaction and accurate record-keeping.

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.

What is the role of a client associate?

A client service associate is responsible for supporting client relationships by handling inquiries, processing transactions, and providing information about products or services. They often work in financial or customer service environments, utilizing communication skills and familiarity with relevant software to ensure client satisfaction and efficient service delivery.

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 job makes $10,000 a month without a degree?

A Client Service Associate typically does not earn $10,000 a month without significant experience or advanced skills. High-paying roles that can reach this level often involve sales, real estate, or entrepreneurship, which may require strong communication skills, industry knowledge, and a proven track record rather than formal degrees.

Is client associate entry level?

A client service associate position is often considered entry-level, suitable for candidates with a high school diploma or bachelor's degree. The role typically involves developing customer service skills, familiarity with financial products, and using CRM tools, making it accessible to those starting their careers in client support or financial services.

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 cities near Brookfield, WI are hiring for Client Service Associate jobs? Cities near Brookfield, WI with the most Client Service Associate job openings:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Brookfield, WI as of June 2026, with employment types broken down into 1% As Needed, 77% Full Time, 20% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $33,746 per year, or $16.2 per hour.

Client Service Specialist

Drake and Associates

Waukesha, WI

$17 - $22.50/hr

Full-time

Posted 13 days ago

Job description

Drake & Associates is a growing financial planning firm dedicated to helping clients achieve financial confidence through comprehensive planning and an exceptional client experience. As we continue to grow, we are seeking a Client Service Specialist who is passionate about serving clients, thrives in a fast-paced environment, and takes pride in delivering accurate, high-quality work.


About This Opportunity

The Client Service Specialist plays a critical role in supporting both clients and advisors by ensuring service requests, account maintenance, and new business processing are completed accurately and efficiently. This position serves as a point of contact for clients and is instrumental in creating a seamless experience throughout the client journey.

The ideal candidate is highly organized, detail-oriented, and committed to providing outstanding service. They enjoy building relationships, solving problems, and taking ownership of their work. This role offers the opportunity to build a long-term career within a growing firm while making a meaningful impact on both clients and the team.


How You'll Make an Impact

Client Service & Relationship Management

  • Deliver exceptional service and support to clients through phone, email, and other communication channels.
  • Respond to client inquiries and service requests in a timely, professional manner.
  • Build and maintain positive relationships with clients while ensuring a high level of client satisfaction.
  • Communicate effectively with advisors, custodians, and internal team members to resolve client needs.

Account & New Business Processing

  • Process account applications and service requests accurately and efficiently.
  • Assist clients in gathering and submitting required documentation.
  • Coordinate account transfers and monitor progress through completion.
  • Support client onboarding and ensure a smooth transition into the firm.
  • Assist advisors with appointment preparation and follow-up activities.
  • Maintain accurate client records and documentation within the CRM.

Administrative & Operational Support

  • Document client interactions and update records in the CRM system.
  • Monitor workflows and follow through on outstanding items.
  • Support office operations and contribute to continuous process improvement.
  • Collaborate with team members to ensure operational excellence and consistency.


What We're Looking For

Required

  • 1+ years of experience in client service, administration, or financial services.
  • Strong organizational, communication, and time management skills.
  • Detail-oriented with a commitment to accuracy.
  • Proficiency with Google Workspace or similar software.
  • Ability to learn new systems and processes quickly.

Preferred

  • Active Wisconsin Life & Health License
  • Financial services experience.
  • Familiarity with CRM systems, preferably Salesforce.
  • Interest in obtaining the Series 65 license and growing a career in financial services.

Desired Traits

  • Client-focused with a strong sense of ownership.
  • Organized, adaptable, and able to manage multiple priorities.
  • Positive, dependable, and committed to continuous improvement.

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