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

Raymondjames

Client Service Associate

Waukesha, WI · On-site

$14.50 - $20/hr

... dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical ...

BCU

Assoc II, Client Services

Vernon Hills, IL · On-site

$64K - $96K/yr

Summary This client-facing role provides general operational support for the department ... The Associate will interact with clients, advisors, and service providers to facilitate the smooth ...

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

Client Service Associate information

See Salem, WI salary details

$9

$18

$29

How much do client service associate jobs pay per hour?

As of Aug 2, 2026, the average hourly pay for client service associate in Salem, WI is $18.16, according to ZipRecruiter salary data. Most workers in this role earn between $14.76 and $20.38 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 Salem, WI are hiring for Client Service Associate jobs? Cities near Salem, WI with the most Client Service Associate job openings:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Salem, WI as of July 2026, with employment types broken down into 1% As Needed, 66% Full Time, 31% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $37,773 per year, or $18.2 per hour.

Client Service Associate

SGL Financial, LLC

Buffalo Grove, IL • On-site

$55K - $60K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 10 days ago

Job description

Who We Are:

SGL Financial is an established wealth management and financial planning firm serving the Buffalo Grove & Chicago, IL area for over 20+ years.


We oversee appx. $350 Million in total assets and serve approximately 700 families in multiple financial services and divisions.


Our core team beliefs & mission are:

  • Our clients’ financial security and peace-of-mind is always our #1 focus
  • Over-attentiveness and client responsiveness is of the highest importance
  • Passion and enthusiasm for financial and retirement planning is built into the core of every person here and everything we do
  • It’s not about the money, it’s about connections, friendships, and relationships. Our clients are like family to us


We offer a stable and growing company with leadership, support, training, and everything you need to succeed and grow your career.


About the Role

We are seeking a detail‑oriented, client‑focused Client Services Associate to join our team. This role is essential in delivering exceptional client experience and supporting our Advisors through efficient communication, organization, and service execution. If you thrive in a collaborative environment, enjoy helping clients, and excel at keeping operations running smoothly, this is an excellent opportunity to grow your career in financial services.


The Client Services Associate can expect to focus in the following areas:

  • Serve as the first point of contact for clients and prospects, providing professional and timely assistance.
  • Troubleshoot client issues, research inquiries, and resolve service‑related concerns while acting as a liaison between Advisors and clients.
  • Schedule, organize, and confirm client meetings, including annual reviews, onboarding appointments, and internal check‑ins.
  • Prepare client reports, assemble meeting materials, and proofread documents for accuracy.
  • Prepare and process custodian paperwork for service-related items like distribution requests and policy updates.
  • Manage client information by updating the CRM, maintaining records, and documenting all client interactions.
  • Fulfill all applicable client service requests once account openings and transfer processes are completed.
  • Assist clients with account‑related questions, establishing client accounts and processes across various custodial systems.
  • Submit, track, and follow up on paperwork while maintaining filing systems and record‑keeping procedures.
  • Create customized consolidated reports and coordinate with custodians, 401(k) recordkeepers, and third‑party administrators to resolve client issues.
  • Maintain Advisor calendars, manage availability, and support smooth scheduling workflows.


The Perks

We believe that taking care of our team is the foundation of a strong, thriving organization. We are committed to supporting your well‑being, professional growth, and long‑term success. Our compensation and benefits package are designed to reward your contributions and help you build a fulfilling career.


Compensation & Growth

  • Competitive base salary with team-based bonus structure
  • Clear career growth and advancement opportunities
  • Mentoring and hands‑on guidance from management and leadership
  • A strong commitment to continuous learning - after six months of employment, the company regularly sponsors industry‑related designations, certifications, and educational programs that are relevant to your professional development
  • Supportive, family‑oriented company culture that values collaboration and personal development


Work–Life Balance

  • Paid Time Off (PTO) – 15 paid days per year
  • Paid Holidays – Office closures on federal holidays and stock market closure dates, including: New Year’s Day, Martin Luther King Jr. Day, Presidents’ Day, Good Friday, Memorial Day, Juneteenth, Independence Day, Labor Day, Thanksgiving Day, Christmas Day

Business hours that support work–life balance:

  • Mon–Thurs: 9:00 AM – 5:00 PM
  • Fri: 9:00 AM – 2:30 PM once high‑priority tasks are completed
  • Paid lunch hour

Work-From-Home Days:

  • If position allows, employees are eligible for up to two (2) work-from-home days per quarter after six months of employment


Health & Wellness Benefits

  • Health and dental insurance available, with the company covering 70% of employee premium costs
  • Vision insurance available
  • Spouse and dependent coverage available at employee expense
  • 401(k) retirement plan with company matching eligibility begins after six months of employment


Office Perks That Make Every Day Better

  • Unlimited snacks and beverages available in the office
  • Complimentary Starbucks coffee machine to keep you energized
  • Warm, welcoming work environment where contributions are recognized and appreciated
  • Team bonding events, including monthly company-paid lunches, company outings, and happy hours


Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance
  • Work from home flexibility