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Client Service Associate Jobs in Lake Geneva, WI

Coilcraft

Customer Service Associate

Cary, IL · On-site

$21 - $25/hr

Customer Service Associate - Critical Products Location: Cary, IllinoisCoilcraft, Inc. is a privately held global manufacturer headquartered in Cary, Illinois, with a 75+ year reputation for ...

Coilcraft

Customer Service Associate

Cary, IL · On-site

$14.75 - $20.25/hr

Customer Service Associate - Critical Products Location: Cary, Illinois Coilcraft, Inc. is a privately held global manufacturer headquartered in Cary, Illinois, with a 75+ year reputation for ...

Coilcraft

Customer Service Associate

Cary, IL

$14.75 - $20.25/hr

Customer Service Associate - Critical Products Location: Cary, Illinois Coilcraft, Inc. is a privately held global manufacturer headquartered in Cary, Illinois, with a 75+ year reputation for ...

Coilcraft

Customer Service Associate

Cary, IL · On-site

$21 - $25/hr

Customer Service Associate - Critical Products Location: Cary, Illinois Coilcraft, Inc. is a privately held global manufacturer headquartered in Cary, Illinois, with a 75+ year reputation for ...

Dollar Tree

Customer Service Associate

Kenosha, 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 ...

Dollartree

Customer Service Associate

Kenosha, 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 ...

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All JobsClient Service Associate JobsClient Service Associate Jobs in Lake Geneva, WI

Client Service Associate information

See Lake Geneva, WI salary details

$8

$16

$26

How much do client service associate jobs pay per hour?

As of Aug 27, 2026, the average hourly pay for client service associate in Lake Geneva, WI is $16.50, according to ZipRecruiter salary data. Most workers in this role earn between $13.41 and $18.51 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 Lake Geneva, WI are hiring for Client Service Associate jobs?

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

Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Lake Geneva, WI as of June 2026, with employment types broken down into 2% As Needed, 76% Full Time, 17% Part Time, 1% Temporary, 2% Contract, and 2% Nights. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $34,328 per year, or $16.5 per hour.

Client Service Associate

WestPoint Financial Group

Crystal Lake, IL • On-site

$55K - $75K/yr

Other

Medical, Life, Retirement, PTO

Posted 19 days ago

Job description

WestPoint Financial Group is assisting with the sourcing process on behalf of The Todd Group.

About The Todd Group

The Todd Group is a client‑centered financial practice built on curiosity, collaboration, and genuine care. As an employer, we offer a supportive, growth‑minded environment where your expertise matters and your impact is felt every day. Joining our team means doing meaningful work that helps clients achieve what’s most important in their lives.

Position Overview

The Todd Group is seeking a sharp, personable Client Service Associate to support investment‑heavy client servicing, asset movement tracking, and high‑volume communication needs. In this role, you’ll be a key operational partner—managing caseloads, maintaining compliant records, and keeping service requests moving accurately and efficiently. It’s a full‑time opportunity to grow your financial services career within a respected, well‑established practice offering strong compensation, benefits, and a collaborative office environment northwest of Chicago.

This role is Full-Time (40 hours per week), Monday through Friday, and works in The Todd Group's Crystal Lake, IL office.

What You'll Do

Responsibilities

  • Serve as primary point of contact for client service requests and proactively provide status updates throughout the process
  • Support investment- and insurance‑focused client servicing, including monitoring asset movements and preparing investment proposals
  • Manage a high‑volume caseload and advisor inbox with timely, accurate communication across phone, email, and mail
  • Maintain compliant, organized client records through consistent CRM updates, case notes, and data auditing
  • Document all client interactions and follow‑up actions clearly and thoroughly
  • Create and refine SOPs, workflows, and internal documentation to improve operational efficiency
  • Collaborate in team meetings to enhance service processes and overall client experience
  • Provide general administrative support to ensure smooth daily operations

Qualifications

  • 2+ years administrative experience, required
  • 2+ years financial services experience, required
  • Life and Health License, and Series 6/7 Registered, preferred; willingness to pursue licensing may be considered for strong candidates
  • Proficient with investment trading systems and processes, preferred
  • Adept with Microsoft Office (Outlook, Word, Excel and PowerPoint) and various software, required
  • Familiarity with financial planning tools, Wealthscape, Envestnet, DocuSign and CRM, preferred

Who You Are

  • You communicate exceptionally well, both verbally and in writing
  • You are highly detail‑oriented and manage your time with precision
  • You stay composed under pressure and consistently meet deadlines and objectives
  • You adapt easily to change and work effectively as part of a team
  • You collaborate well but also excel when working independently
  • You take initiative and proactively move work forward
  • You are proficient with computers, technology, and curious about modern productivity tools

What The Todd Group Offers

  • Competitive Salary: $55,000 - $75,000/annually, commensurate with experience and qualifications
  • Medical
  • STD/LTD
  • Life Insurance
  • Paid Time Off/Sick Days
  • Paid Holidays
  • Retirement Plan with Match
  • Bonus Eligible
  • Continuing Education Support

Equal Employment Opportunity

The Todd Group is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by law.

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