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

Robert W Baird & Co

Client Specialist

Milwaukee, WI · On-site

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 ...

Robert W Baird & Co

Client Specialist

Milwaukee, WI

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 ...

Dollartree

Customer Service Associate

Racine, WI · On-site

$13.50 - $18.75/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 ...

Dollar Tree

Customer Service Associate

Racine, WI · On-site

$13.50 - $18.75/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 ...

Dollar Tree

Customer Service Associate

Milwaukee, WI · On-site

$14.25 - $19.75/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

Milwaukee, WI

$14.25 - $19.75/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

Milwaukee, WI

$14.25 - $19.75/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 ...

Dollar Tree

Customer Service Associate

Milwaukee, WI · On-site

$14.25 - $19.75/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 ...

Family Dollar

Customer Service Associate I

Milwaukee, 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 ...

Family Dollar

Customer Service Associate I

Cudahy, WI · On-site

$14.25 - $19.50/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 ...

Dollartree

Customer Service Associate II

Menomonee Falls, WI · On-site

$14.50 - $20/hr

As a Customer Service Associate II, you'll be responsible for assisting with the daily operations of your assigned store, from merchandising to supporting customers. While focusing on providing a ...

Dollartree

Customer Service Associate II

Germantown, WI · On-site

$14.75 - $20.25/hr

As a Customer Service Associate II, you'll be responsible for assisting with the daily operations of your assigned store, from merchandising to supporting customers. While focusing on providing a ...

Dollar Tree

Customer Service Associate II

Menomonee Falls, WI · On-site

$14.50 - $20/hr

As a Customer Service Associate II, you'll be responsible for assisting with the daily operations of your assigned store, from merchandising to supporting customers. While focusing on providing a ...

Dollar Tree

Customer Service Associate II

Germantown, WI · On-site

$14.75 - $20.25/hr

As a Customer Service Associate II, you'll be responsible for assisting with the daily operations of your assigned store, from merchandising to supporting customers. While focusing on providing a ...

Grzeca Law Group, S.C.

Associate Attorney

Milwaukee, WI · On-site

We set a high standard for client service and work hard to meet that standard every day, without ... The Associate Attorney serves as an Account Representative for assigned clients and matters, with ...

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All JobsClient Service Associate JobsClient Service Associate Jobs in Pewaukee, WI

Client Service Associate information

See Pewaukee, WI salary details

$8

$16

$26

How much do client service associate jobs pay per hour?

As of Jul 14, 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:
Client Service Associate jobs near you
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.

Client Specialist

Robert W Baird & Co

Milwaukee, WI • On-site

Full-time

Re-posted 16 days ago

Job description

As a Client Specialist, you will:
Be responsible for the client service and business operation functions of one or more Financial Advisors following a wealth management or portfolio management business approach, including any operational functions necessary to meet client service requirements.
  • Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.
  • Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients.
  • Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.
  • May schedule client appointments and/or conference room for appointments.
  • Assemble/generate materials including paperwork and reports for client meetings.
  • Understand and ensure business adherence with firm and financial industry regulatory policies
  • May manage FA and Team's social media presence (website, LinkedIn, Twitter, etc.).
  • Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
  • May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.
  • Seek ways to enhance FA(s) business effectiveness and marketability.
  • Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed
  • May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction.
  • May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.
  • Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities.

What makes this opportunity great:
  • Flexible work-life balance is promoted
  • Fast paced environment that will enable you to grow as a professional
  • Team of associates passionate about achieving great results for clients and give back to the communities where we live and work
  • Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership
  • A strong, stable employee-owned firm recognized as a great place to work since 2004.
  • Baird provides significant technology training, plus extensive one-on-one training and support

What we look for:
  • 2+ years of prior industry and/or administrative work experience.
  • Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 12 months of hire. Training and resources to be provided and paid for by Baird.
  • Focus on excellent client service.
  • Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms
  • Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.
  • Detail oriented with an emphasis on accuracy.
  • Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
  • Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.
  • Good analytical and critical problem-solving skills
  • Bachelor's degree preferred, not required.

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Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

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