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

Nicolet National Bank

Merchant Services Associate

WI · On-site

... 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 ...

Jewelers Mutual Group

Client Service Representative

Neenah, WI · On-site

$16.50 - $22.50/hr

Client Service Representative The Client Service Representative (CSR) is responsible for facilitating renewals, providing support to specific producers, and addressing daily client inquiries and ...

WizeHire, Inc

Client Experience Associate

De Pere, WI · On-site

$55K - $70K/yr

Client Experience Associate Renier Hotopp Law Offices, LLC On-site | Monday-Friday, 8:30 AM - 5:00 ... If you have experience inclient success, account management, collections, or legal client services ...

H&R Block

Block Advisors Client Service Professional

Manawa, WI · On-site

$14.25 - $18/hr

About the Role As a seasonal Client Service Professional / Receptionist at H&R Block, you'll be the ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Block Advisors Client Service Professional

Manawa, WI · On-site

$14.25 - $18/hr

About the Role As a seasonal Client Service Professional / Receptionist at H&R Block, you'll be the ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

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Client Service Associate information

See Menasha, WI salary details

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How much do client service associate jobs pay per hour?

As of Sep 13, 2026, the average hourly pay for client service associate in Menasha, WI is $17.53, according to ZipRecruiter salary data. Most workers in this role earn between $14.28 and $19.66 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 Menasha, WI are hiring for Client Service Associate jobs?

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

Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Menasha, WI as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 20% Part Time, and 2% Contract. Highlights an 87% Physical, 1% Hybrid, and 12% Remote job distribution, with an average salary of $36,472 per year, or $17.5 per hour.

Merchant Services Associate

WI • On-site

Nicolet National Bank
Commercial Banking • 201 - 500 employees
Learn more about Nicolet National Bankexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 15 days ago

Key responsibilities

  • Support the delivery, onboarding, service, and growth of merchant services.

  • Lead client meetings, needs assessments, and relationship calls to recommend payment solutions.

  • Support growth of the merchant services portfolio through prospecting, follow-up, and relationship development activities.

Nicolet National Bank rating

8.1

Company rating: 8.1 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

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, & Life Insurance
  • 401(k) with a company match
  • PTO & 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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