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Client Service Professional Jobs in Appleton, WI

Build and maintain professional relationships with clients by assisting them and answering account ... Financial services experience What's in it for you? We thrive on the challenge to be our best ...

Build and maintain professional relationships with clients by assisting them and answering account ... Financial services experience What's in it for you? We thrive on the challenge to be our best ...

Commercial Lines Customer Service Representative

Kaukauna, WI · On-site

$45K - $61K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Maintain professionalism and strong communication throughout all client interactions Qualifications ... Strong customer service, communication, and relationship-building skills * Ability to manage ...

Commercial Lines Customer Service Representative

Appleton, WI · On-site

$42K - $57K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Maintain professionalism and strong communication throughout all client interactions Qualifications ... Strong customer service, communication, and relationship-building skills * Ability to manage ...

Client Experience: Deliver a professional, welcoming experience where clients feel informed and ... Encourage client reviews and referrals through excellent service * Support daily clinic operations ...

Showing results 21-40

Client Service Professional information

See Appleton, WI salary details

$9

$16

$25

How much do client service professional jobs pay per hour?

As of Aug 15, 2026, the average hourly pay for client service professional in Appleton, WI is $16.57, according to ZipRecruiter salary data. Most workers in this role earn between $14.09 and $17.84 per hour, depending on experience, location, and employer.

What are some common challenges faced by client service professionals and how can they be managed effectively?

Client Service Professionals often encounter challenges such as managing high client expectations, handling multiple inquiries simultaneously, and resolving difficult situations in a timely manner. Effective communication, strong organizational skills, and the ability to remain calm under pressure are essential for overcoming these challenges. Many teams provide ongoing training and mentorship to help new hires develop these skills, and collaboration with colleagues is encouraged to share best practices and support each other in delivering excellent service.

What are the key skills and qualifications needed to thrive as a client service professional?

To thrive as a Client Service Professional, you need strong communication, problem-solving, and organizational skills, often supported by a background in customer service or business administration. Familiarity with customer relationship management (CRM) software, call center systems, and basic office applications is typically required. Empathy, patience, and the ability to remain composed under pressure are standout soft skills in this role. These skills ensure that client needs are addressed efficiently, fostering positive relationships and contributing to client satisfaction and retention.

What are the most commonly searched types of Client Service jobs in Appleton, WI?

The most popular types of Client Service jobs in Appleton, WI are:

What cities near Appleton, WI are hiring for Client Service Professional jobs?

Cities near Appleton, WI with the most Client Service Professional job openings:

Infographic showing various Client Service Professional job openings in Appleton, WI as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 20% Part Time, and 3% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $34,474 per year, or $16.6 per hour.

Client Associate

Royal Bank of Canada

Green Bay, WI • On-site

Full-time

This job post has expired today. Applications are no longer accepted.


Job description

Job Description
What is the opportunity?
Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative environment.
At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.
What will you do?
  • Build and maintain professional relationships with clients by assisting them and answering account questions.
  • Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.
  • Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.
  • Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH's in a timely manner.
  • Maintain confidentiality in accordance with RBC's Code of Conduct.

What do you need to succeed?
Must-have
  • Bachelor's degree or job-related experience
  • Strong soft skills including verbal and written communication, people, organizational, and client service skills
  • Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
  • Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire
  • Ability to adapt to a rapidly changing business and technology environment

Nice-to-have
  • Current FINRA registrations
  • Financial services experience

What's in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • Leaders who support your development through coaching and managing opportunities
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Opportunities to do challenging work
  • Opportunities to take on progressively greater accountabilities
  • Access to a variety of job opportunities across business

Job Skills
Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities
Additional Job Details
Address:
2465 MARINA CIRCLE:GREEN BAY
City:
Green Bay
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2026-02-12
Application Deadline:
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.