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Client Service Associate Jobs in Green Bay, WI (NOW HIRING)

... level of client service. The Merchant Services Associate helps support growth of the Bank ... merchant card services portfolio while developing the consultative, sales, product, and ...

Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and ... Financial services experience What's in it for you? We thrive on the challenge to be our best ...

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 ...

Customer Service Associate

Casco, WI · On-site

$16.75 - $19.42/hr

Position Overview The Customer Service Associate is a full-time role (35-40 hours per week) responsible for delivering friendly, accurate, and efficient service to customers. This position includes ...

Customer Service Associate

Casco, WI · On-site

$15 - $20.50/hr

Position Overview The Customer Service Associate is a full-time role (35-40 hours per week) responsible for delivering friendly, accurate, and efficient service to customers. This position includes ...

Position Overview The Customer Service Associate is a fulltime role (35-40 hours per week) responsible for delivering friendly, accurate, and efficient service to customers. This position includes ...

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 ...

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Client Service Associate information

See Green Bay, WI salary details

$8

$16

$26

How much do client service associate jobs pay per hour?

As of Aug 14, 2026, the average hourly pay for client service associate in Green Bay, WI is $16.67, according to ZipRecruiter salary data. Most workers in this role earn between $13.56 and $18.70 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.

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 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 do you do as a client service associate?

A client service associate is responsible for assisting clients by answering questions, resolving issues, and providing information about products or services. They often handle account management, communicate via phone or email, and use customer relationship management (CRM) tools to ensure client satisfaction and retention.

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.

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

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

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

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

Infographic showing various Client Service Associate job openings in Green Bay, WI as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 27% Part Time, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $34,672 per year, or $16.7 per hour.

Merchant Services Associate

Nicolet National Bank

Grand Chute, WI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 14 days ago


Nicolet National Bank rating

8.1

Company rating: 8.1 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

65th of 171 rated banks


Job description

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
This role can be performed at any of our Fox Valley branches.
The Merchant Services Associate is responsible for supporting the delivery, onboarding, service, and growth of merchant services. The role partners with Treasury Management, Commercial Banking, and Retail Banking team members to support client needs, assist with prospecting and relationship development activities, coordinate implementation, and provide a high level of client service. The Merchant Services Associate helps support growth of the Bank’s merchant card services portfolio while developing the consultative, sales, product, and relationship management skills needed to progress into a Merchant Services Consultant role.
As a Merchant Services Associate, you will:
  • Partner with Treasury Management, Commercial Banking, and Retail Banking team members to identify merchant services opportunities.
  • Lead client meetings, discovery conversations, needs assessments, relationship calls, follow-up activities, and service discussions to help recommend appropriate card processing, payment acceptance, and point-of-sale solutions to support merchant services growth, retention, and a strong client experience.
  • Support growth of the Bank’s merchant services portfolio by prospecting, client follow-up, banker referrals, and relationship development activities.
  • Partner with the Merchant Services Admin to prepare pricing, proposals, applications, and sales presentation materials.
  • Partner with the Merchant Services Admin to coordinate onboarding, installation, training, and implementation activities for credit/debit card processing, terminals, point-of-sale equipment, and related merchant solutions.
  • Provide responsive customer service by resolving merchant service issues in partnership with the Merchant Services Admin, vendors, or internal partners, and ensuring timely follow-up through resolution.
  • Support portfolio maintenance, merchant retention activities, and relationship support in partnership with the Merchant Services Admin to strengthen the client experience and deepen existing relationships.
  • Remain knowledgeable and up to date on merchant services, bankcard products, payment acceptance solutions, e-commerce, industry changes, and the overall business environment.
  • Uphold Nicolet’s philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
  • Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet’s policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  • Performs all other duties as assigned.
Qualifications:
  • Associate’s or bachelor’s degree in Business Administration, Finance, or related field preferred; or related work experience.
  • Prior experience in customer service, retail banking, commercial banking, treasury management, operations, credit, collections, or merchant services preferred.
  • Prior sales experience in merchant services, financial services, or business-to-business client support preferred.
  • Knowledge of bankcard principles, terminals, Visa/Mastercard products and services, point-of-sale solutions, or payment processing preferred.
  • Working knowledge of Microsoft Office, including Excel, Word, Outlook, and PowerPoint.
  • Ability to maintain strict confidentiality.
  • Strong organization, attention to detail, and follow-through.
  • Good verbal and written communication skills, with the ability to interact professionally with clients, bankers, vendors, and internal partners.
  • Interpersonal and relationship-building skills with a client service mindset.
  • Ability to work independently with appropriate guidance while managing multiple priorities and meeting deadlines.
  • Collaborative team player with the ability to partner across Treasury Management, Commercial Banking, Retail Banking, branch teams, vendors, and operations partners.
  • Ability to listen, identify client needs, understand the merchant services and Treasury Management structure of commercial and retail clients, and support consultative recommendations for payment acceptance solutions.
  • Basic knowledge of retail banking, commercial banking, treasury management, payment processing, or merchant services products preferred.
  • Motivated to learn, grow, and develop toward expanded merchant services sales and consulting responsibilities.
Benefits:
  • Medical, Dental, Vision, amp; Life Insurance
  • 401(k) with a company match
  • PTO amp; 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled

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