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

Food Service Associate

Milwaukee, WI ยท 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 ...

PMA Services Associate

Milwaukee, WI ยท On-site

$55K - $60K/yr

As a PMA Operational & Service Associate (PMA Services Associate), you will play a crucial role in ... Reviewing client documentation to ensure completeness * Troubleshooting when there are ...

Seasonal Client Associate - Mayfair

Wauwatosa, WI ยท On-site

$14.50 - $16.75/hr

The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability ...

Customer Service Associate

Waukesha, WI

$14.50 - $20/hr

Steinhafels is now recruiting for either a full-time or part-time Customer Service Associate to join our team. This position is primarily work from home for candidates residing in Southeastern ...

Customer Service Associate

Waukesha, WI

$14.50 - $20/hr

Overview Steinhafels is now recruiting for either a full-time or part-time Customer Service Associate to join our team. This position is primarily work from home for candidates residing in ...

Customer Service Associate

Waukesha, WI ยท On-site

$14.50 - $20/hr

Overview Steinhafels is now recruiting for either a full-time or part-time Customer Service Associate to join our team. This position is primarily work from home for candidates residing in ...

Be responsible for the client service and business operation functions of one or more Financial ... Team of associates passionate about achieving great results for clients and give back to the ...

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Client Service Associate information

See Pewaukee, WI salary details

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How much do client service associate jobs pay per hour?

As of Jul 13, 2026, the average hourly pay for client service associate in Pewaukee, WI is $16.77, according to ZipRecruiter salary data. Most workers in this role earn between $13.65 and $18.80 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 account information. They often work in financial or customer service environments, utilizing communication skills and familiarity with client management tools to ensure client satisfaction.

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 jobs pay 4000 a week without a degree?

A Client Service Associate typically earns less than $4,000 weekly, but high-paying roles that can reach this level without a degree include sales positions such as real estate brokers, certain insurance agents, and commission-based financial advisors. These jobs often require strong communication skills, sales experience, and industry-specific licenses or certifications rather than formal degrees.

Is a CSA job stressful?

A Client Service Associate (CSA) role can be stressful due to handling client inquiries, managing multiple tasks, and meeting deadlines. Strong communication skills and the ability to stay organized help manage workload and reduce stress levels in this position.

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 Pewaukee, WI are hiring for Client Service Associate jobs? Cities near Pewaukee, WI with the most Client Service Associate job openings:
Infographic showing various Client Service Associate job openings in Pewaukee, WI as of July 2026, with employment types broken down into 1% As Needed, 67% Full Time, 30% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $34,882 per year, or $16.8 per hour.
Risk Management Client Service Advisor

Risk Management Client Service Advisor

Vizance

Hartland, WI โ€ข On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 22 days ago


Job description

Description:

Vizance is hiring a Client Service Advisor for our Hartland office!


WHY JOIN VIZANCE?

Vizance has nearly 200 associates in 9 locations throughout Wisconsin and is among the top 1% of all insurance agencies in the United States, based on agency revenue. We are different from other insurance agencies โ€“ on purpose!


Vizance has earned a number of awards, including Top Workplaces, Best Places to Work, Future 50, and Fastest Growing Firms. We are proud to be a Minority-Owned Business Enterprise (MBE).


WHAT YOU WILL DO AT VIZANCE

  • Client and Carrier Relations: Build positive relationships with an assigned book of clientele and insurance carriers
  • Policy Administration: Manage policy documentation, endorsements, and renewals
  • Risk Assessment: Collaborate with underwriters to assess and understand clients' unique risks
  • Communication: Work with dedicated sales and service teams to plan and execute client service plans

WHAT YOU WILL LIKE ABOUT BEING AN ASSOCIATE AT VIZANCE

  • Comprehensive employee benefits package including medical, dental, vision, life, and disability insurance
  • 401(k) match
  • Paid Time Off (including your birthday)
  • Sponsored education opportunities
  • A supportive team environment that celebrates success
  • Opportunities for growth
Requirements:

WHAT YOU WILL BRING TO VIZANCE

  • At least two years of Commercial Property and Casualty Insurance experience
  • Wisconsin Property & Casualty license
  • Ability to work in a fast-paced environment with attention to detail
  • Desire to be part of a growing and collaborative team
  • Enthusiasm, exceptional communication skills, and a strong work ethi