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

BCU

Assoc II, Client Services

Vernon Hills, IL · On-site

$60K - $90K/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 ...

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 ...

NVA

Client Services Representative

Mundelein, IL · On-site

$16 - $19/hr

Apply today to join the team at Mundelein Animal Hospital and take the next step in your Client Service career! National Veterinary Associates (NVA) is a leading North American pet health care ...

NVA

Client Services Representative

Mundelein, IL · On-site

$16 - $19/hr

Apply today to join the team at Mundelein Animal Hospital and take the next step in your Client Service career! National Veterinary Associates (NVA) is a leading North American pet health care ...

Coilcraft

Customer Service Associate

Cary, IL · On-site

$21 - $25/hr

Customer Service Associate - Critical Products Location: Cary, IllinoisCoilcraft, Inc. is a privately held global manufacturer headquartered in Cary, Illinois, with a 75+ year reputation for ...

Coilcraft

Customer Service Associate

Cary, IL

$14.75 - $20.25/hr

Customer Service Associate - Critical Products Location: Cary, Illinois Coilcraft, Inc. is a privately held global manufacturer headquartered in Cary, Illinois, with a 75+ year reputation for ...

Coilcraft

Customer Service Associate

Cary, IL · On-site

$21 - $25/hr

Customer Service Associate - Critical Products Location: Cary, Illinois Coilcraft, Inc. is a privately held global manufacturer headquartered in Cary, Illinois, with a 75+ year reputation for ...

Coilcraft

Customer Service Associate

Cary, IL · On-site

$14.75 - $20.25/hr

Customer Service Associate - Critical Products Location: Cary, Illinois Coilcraft, Inc. is a privately held global manufacturer headquartered in Cary, Illinois, with a 75+ year reputation for ...

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Client Service Associate information

See Salem, WI salary details

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How much do client service associate jobs pay per hour?

As of Sep 14, 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 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 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, 76% Full Time, 21% Part Time, and 2% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $37,773 per year, or $18.2 per hour.

Assoc II, Client Services

Vernon Hills, IL • On-site

BCU
Finance and Insurance • 501 - 1,000 employees
Learn more about BCUexternal

$60K - $90K/yr

Other

Re-posted 16 days ago

Job description

As an employer, BCU models the dynamic assets of a top workplace, including confidence in company leadership, competitive compensation and benefits, employee development, workplace flexibility, and a passionate employee culture supporting a unified vision. At the Credit Union, you'll have a career in a growing organization and an environment that supports your professional and personal growth.
Our WHY is the reason we exist: To Empower People to Discover Financial Freedom. What do you celebrate as your purpose? At BCU we celebrate what makes you authentically YOU! #bYOU
Watch this video to learn more about life at BCU!
Salary
This position has a base salary range of $60,000.00 - $90,000.00 USD Annual . This range represents the expected base salary range for this position. The actual salary may vary based upon several factors including, but not limited to, relevant skills/experience and time in the role.
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 administration of accounts.
Role and Responsibilities

  • Provide administrative and operational support to advisors and general department.
  • Contact and qualify prospects and referrals from other Credit Union business areas. Follow up with the attendees of webinars, seminars, etc., to set appointments with an advisor.
  • Monitor alerts in the LPL Clientworks system. Ensure cash is invested promptly. Review and approve/decline suggested transactions.
  • Act as a first point of contact for advisors for status updates on service requests. Coordinate complex interactions with multiple service providers to ensure client requests are fulfilled smoothly.
  • Prepare new account paperwork packets for client signature. Address ongoing account maintenance requests. Ensure appropriate records are created and client files maintained in accordance with regulatory standards.
  • Configure new accounts, including entering appropriate model assignments, fee schedules, and reporting conventions as needed. Assist new clients with accessing their accounts, and the various tools and resources available to them.
  • Maintain BCU Wealth Advisors content library. Ensure compliance standards are observed, and secure appropriate approvals prior to use.
  • Monitor General Inquiry shared mailbox, answering questions and responding to member requests.
  • Manage and maintain the general phone queue, provide prompt and courteous assistance to members and clients. Address inquires, resolve conflicts and redirect requests to appropriate resources.
  • Other tasks as assigned.
Qualifications and Education Requirements
  • High school diploma or equivalent required. Bachelor's degree preferred.
  • 5+ years' experience in related field. Understanding of investment products and services helpful.
  • Series 65 preferred.
  • Strong computer skills with the ability to quickly learn new software programs. Fully capable in Microsoft Office (Excel, Word, PowerPoint).
  • Strong written and verbal communication skills with the ability to interact with others in a positive manner.
  • Able to identify process weaknesses and recommend enhancements.
  • Experience in planning client events.

BCU Shared Values:
We foster an environment of INCLUSION. All individuals are treated fairly and respectfully, have equal access to opportunities and resources, and can contribute fully to the organization's success. We act with INTEGRITY. We follow the golden rule without exception. We display COURAGE in our convictions. We drive innovation, reaching beyond boundaries and thoughtfully explore new horizons. We excel through COLLABORATION. By working as one, sharing information and seeking solutions, we deliver exceptional outcomes. We WOW our members. We focus intensely on putting the member first, delivering extraordinary experiences that create lasting relationships inside and outside the organization.
We value relationships and referrals and are committed to creating the best work environment possible. From our casual dress code to flexible work arrangements, we've created a unique and inclusive culture that supports a healthy work/life balance. For this reason and more, BCU has been named a 2023 Gallup Exceptional Workplace Award Winner. #LoveBCU
Click here to visit our Benefits Website!
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About BCU

Sourced by ZipRecruiter

Industry

Finance and insurance

Company size

501 - 1,000 Employees

Headquarters location

Vernon Hills, IL, US

Year founded

1981

Social media

Twitter

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