Client Service Associate
$13.50 - $18.75/hr
We are a well-established and rapidly growing wealth management firm in western Milwaukee dedicated ... Position Overview We are seeking a Client Service Associate to join our dedicated service center ...
$13.50 - $18.75/hr
We are a well-established and rapidly growing wealth management firm in western Milwaukee dedicated ... Position Overview We are seeking a Client Service Associate to join our dedicated service center ...
$13.50 - $18.75/hr
We are a well-established and rapidly growing wealth management firm in western Milwaukee dedicated ... Position Overview We are seeking a Client Service Associate to join our dedicated service center ...
Waukesha, WI · On-site
$16 - $21.75/hr
Your role is essential in supporting our veterinary team by managing appointments, client communication, and administrative tasks. Key Responsibilities: * Provide exceptional customer service in ...
Waukesha, WI · On-site
$16 - $21.75/hr
Your role is essential in supporting our veterinary team by managing appointments, client communication, and administrative tasks. Key Responsibilities: * Provide exceptional customer service in ...
Brookfield, WI · On-site
$24 - $26/hr
We are a well-established and rapidly growing wealth management firm in western Milwaukee dedicated ... Position Overview We are seeking a Client Service Associate to join our dedicated service center ...
Brookfield, WI · On-site
$24 - $26/hr
We are a well-established and rapidly growing wealth management firm in western Milwaukee dedicated ... Position Overview We are seeking a Client Service Associate to join our dedicated service center ...
$40K - $45K/yr
The ideal candidate will serve as a key point of contact for clients, managing inquiries ... Serve as a primary contact for client inquiries and service requests * Provide accurate information ...
$40K - $45K/yr
The ideal candidate will serve as a key point of contact for clients, managing inquiries ... Serve as a primary contact for client inquiries and service requests * Provide accurate information ...
Mount Horeb, WI · On-site
$14.25 - $19.75/hr
Under direction from the Retail Manager, the Client Service Associate works to achieve their targeted level of transaction accuracy, service delivery, and sales. This is a full-time position, and ...
Mount Horeb, WI · On-site
$14.25 - $19.75/hr
Under direction from the Retail Manager, the Client Service Associate works to achieve their targeted level of transaction accuracy, service delivery, and sales. This is a full-time position, and ...
$14.25 - $19.75/hr
Under direction from the Retail Manager, the Client Service Associate works to achieve their targeted level of transaction accuracy, service delivery, and sales. This is a full-time position, and ...
$14.25 - $19.75/hr
Under direction from the Retail Manager, the Client Service Associate works to achieve their targeted level of transaction accuracy, service delivery, and sales. This is a full-time position, and ...
Madison, WI · On-site
$50K - $56K/yr
Maintain accurate client records and assist with service coordination and schedule management. * Support the development of client solutions by gathering relevant information and identifying needs.
Madison, WI · On-site
$50K - $56K/yr
Maintain accurate client records and assist with service coordination and schedule management. * Support the development of client solutions by gathering relevant information and identifying needs.
$15.39 - $19.67/hr
Manage the finances by maintaining accurate balances and utilizing proper opening and closing ... Client service skills - Consistently ensures the team provides the client with attentive, courteous ...
$15.39 - $19.67/hr
Manage the finances by maintaining accurate balances and utilizing proper opening and closing ... Client service skills - Consistently ensures the team provides the client with attentive, courteous ...
Madison, WI · On-site
$18.25 - $23.75/hr
SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of ... Manage the finances by maintaining accurate balances and utilizing proper opening and closing ...
Madison, WI · On-site
$18.25 - $23.75/hr
SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of ... Manage the finances by maintaining accurate balances and utilizing proper opening and closing ...
Mount Horeb, WI · On-site
$14.25 - $19.75/hr
Under direction from the Retail Manager, the Client Service Associate works to achieve their targeted level of transaction accuracy, service delivery, and sales. This is a full-time position, and ...
Mount Horeb, WI · On-site
$14.25 - $19.75/hr
Under direction from the Retail Manager, the Client Service Associate works to achieve their targeted level of transaction accuracy, service delivery, and sales. This is a full-time position, and ...
$50K - $56K/yr
Maintain accurate client records and assist with service coordination and schedule management. * Support the development of client solutions by gathering relevant information and identifying needs.
$50K - $56K/yr
Maintain accurate client records and assist with service coordination and schedule management. * Support the development of client solutions by gathering relevant information and identifying needs.
Mount Horeb, WI · On-site
$14.25 - $19.75/hr
Under direction from the Retail Manager, the Client Service Associate works to achieve their targeted level of transaction accuracy, service delivery, and sales. This is a full-time position, and ...
Mount Horeb, WI · On-site
$14.25 - $19.75/hr
Under direction from the Retail Manager, the Client Service Associate works to achieve their targeted level of transaction accuracy, service delivery, and sales. This is a full-time position, and ...
Mount Horeb, WI · On-site
$14.25 - $19.75/hr
Under direction from the Retail Manager, the Client Service Associate works to achieve their targeted level of transaction accuracy, service delivery, and sales. This is a full-time position, and ...
Mount Horeb, WI · On-site
$14.25 - $19.75/hr
Under direction from the Retail Manager, the Client Service Associate works to achieve their targeted level of transaction accuracy, service delivery, and sales. This is a full-time position, and ...
What You'll Be Doing The Client Services Associate (Registered) assists one or more Financial ... Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and ...
What You'll Be Doing The Client Services Associate (Registered) assists one or more Financial ... Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and ...
The Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with ... Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and ...
The Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with ... Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and ...
Madison, WI · On-site
$50K - $56K/yr
Maintain accurate client records and assist with service coordination and schedule management. * Support the development of client solutions by gathering relevant information and identifying needs.
Madison, WI · On-site
$50K - $56K/yr
Maintain accurate client records and assist with service coordination and schedule management. * Support the development of client solutions by gathering relevant information and identifying needs.
$14.25 - $19.75/hr
We are seeking a detail-oriented and client-focused Client Service Associate to join our Milwaukee ... This is an excellent opportunity for individuals who enjoy building relationships, managing ...
$14.25 - $19.75/hr
We are seeking a detail-oriented and client-focused Client Service Associate to join our Milwaukee ... This is an excellent opportunity for individuals who enjoy building relationships, managing ...
Milwaukee, WI · On-site
$14.25 - $19.75/hr
We are seeking a detail-oriented and client-focused Client Service Associate to join our Milwaukee ... This is an excellent opportunity for individuals who enjoy building relationships, managing ...
Milwaukee, WI · On-site
$14.25 - $19.75/hr
We are seeking a detail-oriented and client-focused Client Service Associate to join our Milwaukee ... This is an excellent opportunity for individuals who enjoy building relationships, managing ...
Milwaukee, WI · On-site
$14.25 - $19.75/hr
The Client Service Associate will serve as a key point of contact between clients and internal ... Strong time management and customer service skills Additional Information * Competitive salary ...
Milwaukee, WI · On-site
$14.25 - $19.75/hr
The Client Service Associate will serve as a key point of contact between clients and internal ... Strong time management and customer service skills Additional Information * Competitive salary ...
Madison, WI · On-site
$16 - $22/hr
At VCA-VESVSC we are seeking Client Service Representatives to join our hardworking team in ... Management reserves the right to revise the or require that other tasks be performed when the ...
Madison, WI · On-site
$16 - $22/hr
At VCA-VESVSC we are seeking Client Service Representatives to join our hardworking team in ... Management reserves the right to revise the or require that other tasks be performed when the ...
$24.7K - $31.7K
5% of jobs
$31.7K - $38.8K
14% of jobs
$41.5K is the 25th percentile. Wages below this are outliers.
$38.8K - $45.8K
16% of jobs
The median wage is $52.1K / yr.
$45.8K - $52.8K
17% of jobs
$52.8K - $59.8K
12% of jobs
$59.8K - $66.8K
9% of jobs
$68.4K is the 75th percentile. Wages above this are outliers.
$66.8K - $73.9K
11% of jobs
$73.9K - $80.9K
6% of jobs
$80.9K - $87.9K
5% of jobs
$87.9K - $94.9K
2% of jobs
$94.9K - $101.9K
3% of jobs
$24.7K
$58.5K
$101.9K
| Aspect | Client Service Manager | Customer Support Manager |
|---|---|---|
| Credentials | Relevant experience in client relations, possibly certifications in customer service or account management | Experience in customer support, technical knowledge may be beneficial |
| Work Environment | Typically in client-facing roles, managing key accounts, and building long-term relationships | Often in call centers or support teams, handling inquiries and troubleshooting |
| Employer & Industry | Financial services, consulting, B2B companies | Retail, tech, telecommunications, service industries |
While both roles focus on customer interactions, a Client Service Manager primarily manages ongoing client relationships and strategic accounts, whereas a Customer Support Manager handles day-to-day support inquiries and technical issues. The roles overlap in customer communication but differ in scope and focus.

We are a well-established and rapidly growing wealth management firm in western Milwaukee dedicated to helping individuals and families plan, invest, and enjoy life through comprehensive financial planning and personalized investment management. We emphasize a client-centric approach grounded in long-term relationships, thoughtful guidance, and a commitment to aligning financial decisions with what matters most to each client. As a firm, we believe that meaningful financial advice begins with understanding a client's goals and values, and that success comes from tailored planning, disciplined investing, and reliable, ongoing care. We support clients at every life stage, whether planning for retirement, managing investments, or building a legacy, to help provide clarity and confidence in their financial journey.
Position Overview
We are seeking a Client Service Associate to join our dedicated service center team. Supporting 12 Senior Advisors, their teams, and over $1 Billion in assets under management, the service center is a cohesive, collaborative, and well-oiled operation that manages all back-office support. This includes processing information updates, opening accounts, handling fund transfers and distributions, and ensuring accurate and timely completion of paperwork. While this role primarily interacts with internal team members, there will occasionally be a need to reach out to clients directly to verify information or follow up on outstanding items, such as completing forms or obtaining signatures. The ideal candidate has a keen eye for detail, genuinely enjoys helping others, and can work independently while thriving as part of a team. You are organized, enjoy processing requests and completing forms, and are a go-getter when it comes to follow-through. Details rarely slip past you, and you have a curiosity and enthusiasm for learning new technology and tools. For those who do not have prior experience in wealth management, we are prepared to train to get you up to speed and we just need you to bring your excitement and willingness to learn.
Responsibilities
Sourced by ZipRecruiter
Finance and insurance
11 - 50 Employees
San Diego, CA, US
2014