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Client Services Assistant Jobs in Appleton, WI (NOW HIRING)

Nicolet National Bank

Merchant Services Associate

WI · On-site

... client needs, assist with prospecting and relationship development activities, coordinate ... The Merchant Services Associate helps support growth of the Bank's merchant card services portfolio ...

Jewelers Mutual Group

Client Service Representative

Neenah, WI · On-site

$16.50 - $22.50/hr

... services, and customer experience. Our mission is to be the industry's most trusted advisor by ... Renewal Process Support: Assist in the renewal application processes for Specialty insurance ...

Jewelers Mutual Group

Client Service Representative

Neenah, WI · On-site

$16.50 - $22.50/hr

... services, and customer experience. Our mission is to be the industry's most trusted advisor by ... Renewal Process Support: Assist in the renewal application processes for Specialty insurance ...

Dreyer Wealth Management

Be Seen First

Administration Assistant

Appleton, WI · On-site

$18 - $20/hr

Administrative Assistant / Client Service Associate In Person: 331 E Washington St, Appleton, WI 54911 Pay: $18.00 - $20.00 per hour About Us Dreyer Wealth Management is a client-focused financial ...

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All JobsClient Services JobsClient Services Assistant JobsClient Services Assistant Jobs in Appleton, WI

Client Services Assistant information

See Appleton, WI salary details

$11

$19

$27

How much do client services assistant jobs pay per hour?

As of Jul 29, 2026, the average hourly pay for client services assistant in Appleton, WI is $19.54, according to ZipRecruiter salary data. Most workers in this role earn between $16.20 and $22.26 per hour, depending on experience, location, and employer.

What are Client Services Assistants?

Client Services Assistants are professionals who support a company’s clients by addressing their needs, answering questions, and ensuring a positive experience. They typically handle administrative tasks, schedule appointments, manage correspondence, and may assist with problem resolution. Their role is crucial in maintaining strong client relationships and ensuring that clients are satisfied with the services provided by the organization.

What are some typical challenges a Client Services Assistant might face and how can they overcome them?

Client Services Assistants often juggle multiple client requests and administrative tasks simultaneously, which can make time management a common challenge. Prioritizing urgent client needs while maintaining attention to detail in documentation is essential. Developing strong organizational skills and proactively communicating with clients and team members can help manage workload and prevent misunderstandings. Regular check-ins with supervisors or senior team members can also provide guidance and support for handling complex client issues.

What is the difference between Client Services Assistant vs Customer Service Representative?

AspectClient Services AssistantCustomer Service Representative
CredentialsHigh school diploma or equivalent; some roles may prefer associate degreeHigh school diploma or equivalent; some roles may prefer post-secondary education
Work EnvironmentOffice settings, client-facing roles, administrative supportCall centers, retail, office settings, customer support centers
Employer & IndustryFinancial services, consulting, professional servicesRetail, telecommunications, hospitality, various industries
Search & Comparison IntentUnderstanding support roles assisting clients directlyHandling customer inquiries and resolving issues

The main difference between a Client Services Assistant and a Customer Service Representative lies in their focus and work environment. Client Services Assistants typically work in professional settings supporting specific clients, often with a focus on account management. Customer Service Representatives usually handle general customer inquiries across various industries, often via phone or online. Both roles require strong communication skills but differ in their scope and industry application.

What are the most commonly searched types of Client Services jobs in Appleton, WI? The most popular types of Client Services jobs in Appleton, WI are:
What job categories do people searching Client Services Assistant jobs in Appleton, WI look for? The top searched job categories for Client Services Assistant jobs in Appleton, WI are:
What cities near Appleton, WI are hiring for Client Services Assistant jobs? Cities near Appleton, WI with the most Client Services Assistant job openings:
Client Services Assistant jobs near you
Infographic showing various Client Services Assistant job openings in Appleton, WI as of July 2026, with employment types broken down into 1% As Needed, 76% Full Time, 20% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $40,640 per year, or $19.5 per hour.

Financial Services Assistant

TMS Financial

Green Bay, WI • On-site

$25 - $37/hr

Full-time

Posted 6 days ago

Job description

Financial Services Assistant


TMS Financial is dedicated to being the premier provider of comprehensive tax and financial services for individuals and businesses alike.  For more than three decades, we have been a trusted partner in helping clients achieve financial success. Our team provides a full range of services - including tax preparation, small business accounting, investment planning and insurance services - all designed to meet your unique financial goals with integrity and expertise.

TMS Financial is currently looking to hire a full-time Financial Services Assistant for our Green Bay office. 

The Ideal Candidate:

  • Proven understanding of investment products and financial industry
  • Excellent communication and interpersonal skills
  • Detail-oriented with a desire for greatest degree of accuracy
  • Ability to learn and adapt to new computer programs, software and technology while welcoming change and opportunities to continuously learn and improve
  • Bachelor’s or Associate’s degree in Finance, Business, Accounting, Marketing or related field (preferred but not required)
  • 3+ years of experience in finance or investment industry (preferred but not required)

Responsibilities:

  • Process new accounts, transfers, contributions and redemptions, beneficiary changes, address changes
  • Input and maintain accurate client information in all appropriate databases and software applications
  • Research and resolve client concerns, questions, or requests
  • Verify all requests are received and handled to completion
  • Effectively manage and prioritize workflow
  • Client interaction including inbound phone calls and scheduling of various appointments
  • Learn and run various specialized financial software applications
  • Create, enhance, and maintain various reports, database projects and other special projects as directed

The position is year-round with fewer hours outside of tax season. Family-friendly culture, employee-focused, and supports a healthy work life balance.