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Client Service Associate Jobs in New Holstein, WI

J. J. Keller

Client Services Specialist

Neenah, WI · On-site

$17.50 - $23.25/hr

Client Service; Account Management; Audit/Risk/Compliance Employment Type: Full-Time Work Options ... J. Keller & Associates, Inc. Click HERE to take a tour through three generations of this family ...

Phenom People

Customer Service Associate

Oshkosh, WI · On-site

$14.25 - $19.75/hr

Pay Transparency Customer Service Associate. If you are applying on a job board or unable to click on the link, please copy and paste this URL into your browser

Family Dollar

Customer Service Associate I

Fond Du Lac, WI · On-site

$14.25 - $19.75/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 ...

Club Car Wash

Customer Service Associate

Fond Du Lac, WI · On-site

$14.25 - $19.75/hr

Ability to lift 25 pounds unassisted As A Sales Associate You Will: * Educate customers on promotions, memberships and products to create the ideal service experience. * Create a positive experience ...

Club Car Wash

Customer Service Associate

Fond Du Lac, WI · On-site

$16 - $18/hr

Ability to lift 25 pounds unassisted As A Sales Associate You Will: * Educate customers on promotions, memberships and products to create the ideal service experience. * Create a positive experience ...

Family Dollar

Customer Service Associate I

New Holstein, WI · On-site

$14.75 - $20.50/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 ...

Club Car Wash

Customer Service Associate

Sheboygan, WI · On-site

$14.50 - $20/hr

Ability to lift 25 pounds unassisted As A Sales Associate You Will: * Educate customers on promotions, memberships and products to create the ideal service experience. * Create a positive experience ...

Family Dollar

Customer Service Associate I

Kiel, WI · On-site

$14.75 - $20.50/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 ...

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All JobsClient Service Associate JobsClient Service Associate Jobs in New Holstein, WI

Client Service Associate information

See New Holstein, WI salary details

$9

$17

$28

How much do client service associate jobs pay per hour?

As of Aug 23, 2026, the average hourly pay for client service associate in New Holstein, WI is $17.54, 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 New Holstein, WI are hiring for Client Service Associate jobs?

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

Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in New Holstein, WI as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 18% Part Time, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $36,486 per year, or $17.5 per hour.

Client Service Representative

Jewelers Mutual Insurance Company

Neenah, WI • On-site

$16.50 - $22.50/hr

Full-time

Retirement, PTO

Re-posted 10 days ago

Job description

Summary
The Client Service Representative (CSR) is responsible for facilitating renewals, providing support to specific producers, and addressing daily client inquiries and issues. The position involves account support for Property & Casualty accounts and might also include support for Specialty business. This role requires a licensed individual, with industry designations preferred (CISR, CIC, or similar).
Why Jewelers Mutual
Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation.
As a technology focused organization, we embrace cutting-edge tools and data-driven insights to continuously improve our products, services, and customer experience. Our mission is to be the industry’s most trusted advisor by investing in our people, adopting new technologies, and striving for excellence.
We’re dedicated to fostering growth through collaboration, powered by bold thinking, teamwork, and the passion of our people.
What You'll Be Doing

  • Renewal Process Support: Assist in the renewal application processes for Specialty insurance products such as Jewelers Block and Pawn. This includes collecting and verifying information, coordinating quotes, and ensuring timely delivery of policy documents.
  • Producer Support: Provide assistance to specific 1099 producers as needed, supporting their client service and sales activities. Collaborate with producers to understand client needs and preferences, offering support in meeting client expectations
  • Versatility: Depending on skill set and training, support multiple producers and types of business. Opportunities for learning and growth within the insurance industry will be provided.
  • Documentation and Tracking: Ensure accurate documentation and tracking of policies, endorsements, and client communications in agency management systems.
  • Process Improvement: Identify opportunities for process improvement and contribute ideas to enhance operational efficiency and client service delivery.
  • Confidentiality: Maintain strict confidentiality in handling client information and adhere to all privacy regulations and protocols.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Minimum Qualifications

  • High school diploma or equivalent; additional education or certification in insurance or related fields is a plus.
  • 2+ years experience in insurance client service, support, or related roles preferred
  • Active Property & Casualty insurance license required
  • Industry designation preferred, such as CISR (Certified Insurance Service Representative) and/or CIC (Certified Insurance Counselor) preferred
  • Strong communication and interpersonal skills
  • Ability to work collaboratively with producers and other team members
  • Proficiency in using computer systems and office software
  • Detail-oriented with excellent organizational and time management

What We Offer You

  • Community & Giving: Benefit from 50% charitable gift matching and paid volunteer time to support nonprofit causes.
  • Great Place to Work® Certified: Join a team recognized for an environment of innovation and growth.
  • Collaborative Culture: Work alongside talented, passionate peers who value ownership and continuous learning.
  • Competitive Compensation & Benefits: Includes performance bonuses, generous paid time off, and a top-tier retirement program with 401(k) matching and additional company contributions.

Accessibility and Accommodations
We are committed to providing an inclusive and accessible recruitment process. If you require accommodation at any stage of the application or interview process, please let us know by contacting jmrecruiting@jminsure.com

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