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Client Services Associate Jobs in Wisconsin (NOW HIRING)

Russell Investments

PMA Services Associate

Milwaukee, WI · On-site

$55K - $60K/yr

As a PMA Operational & Service Associate (PMA Services Associate), you will play a crucial role in ... Reviewing client documentation to ensure completeness * Troubleshooting when there are ...

Stifel

Client Service Associate - NR

Mequon, WI · On-site

$13 - $17.75/hr

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of ...

Stifel

Client Service Associate - NR

Waukesha, WI

$14.50 - $20/hr

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of ...

Stifel

Client Service Associate - NR

Waukesha, WI · On-site

$14.50 - $20/hr

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of ...

Stifel

Client Service Associate - NR

Mequon, WI

$13 - $17.75/hr

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of ...

NFP Corp

AVP, Client service

Madison, WI · On-site

The Client Service Manager supervises Client Service Associates in the performance of their duties and is responsible for contributing ideas for department processes, procedures and protocols. It is ...

NFP Corp

AVP, Client service

Madison, WI

The Client Service Manager supervises Client Service Associates in the performance of their duties and is responsible for contributing ideas for department processes, procedures and protocols. It is ...

Choreo

Client Service Associate

Madison, WI · On-site

$14.50 - $20.25/hr

As a Client Service Associate, you will be responsible for managing client communications and ... Experience of 3 or more years in a Wealth Management, Tax, or Financial Services related industry

Wisconsin

Client Services Specialist

Madison, WI

$19/hr

Join the hospital client services team and experience working with a fantastic group of kind and ... High School Diploma Required Associates Degree Preferred How to Apply: Begin the online application ...

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All JobsClient Services Associate JobsClient Services Associate Jobs in Wisconsin

Client Services Associate information

See Wisconsin salary details

$10

$22

$41

How much do client services associate jobs pay per hour?

As of Jul 14, 2026, the average hourly pay for client services associate in Wisconsin is $22.61, according to ZipRecruiter salary data. Most workers in this role earn between $17.21 and $25.24 per hour, depending on experience, location, and employer.

What does a client service associate do?

A client service associate is responsible for assisting clients by addressing inquiries, resolving issues, and providing information about products or services. They often handle communication via phone, email, or in person, and use customer relationship management (CRM) tools to track interactions and ensure client satisfaction.

What are the key skills and qualifications needed to thrive as a Client Services Associate, and why are they important?

To thrive as a Client Services Associate, you need strong interpersonal skills, customer service experience, and often a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is typically required. Exceptional communication, organizational abilities, and a proactive attitude help you stand out in this client-facing role. These skills and qualities are essential for building client trust, efficiently resolving issues, and supporting overall business growth.

What Is a Client Services Associate?

A client services associate is responsible for supporting financial advisors by providing a number of sales and support functions. In this career, you are typically employed by financial or wealth management organizations. Your job duties include giving quotes to customers, keeping records of investment transactions, building customer portfolios, and handling general customer service requests. Qualifications include experience with stocks, bonds and other investments, and strong customer service and oral communication skills.

What is the difference between Client Services Associate vs Customer Support Specialist?

AspectClient Services AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreesHigh school diploma or equivalent; technical certifications optional
Work EnvironmentOffice setting, client-facing interactions, account managementCall centers, help desks, online support platforms
Employer & Industry UsageFinancial services, consulting, professional servicesRetail, tech companies, service industries
Common Search & Comparison IntentUnderstanding roles in client relationship managementAssisting customers with issues or inquiries

The main difference is that Client Services Associates focus on managing client accounts and building relationships in professional settings, while Customer Support Specialists primarily handle customer inquiries and technical issues. Both roles require strong communication skills but differ in their scope and work environment.

What jobs pay 4000 a week without a degree?

A Client Services Associate typically earns less than $4,000 weekly, but high-paying roles without a degree include sales managers, real estate brokers, and certain skilled trades like electricians or commercial pilots, which often require experience, licensing, or certifications. These roles may involve commission, bonuses, or overtime to reach that income level.

Is a CSA job stressful?

A Client Services Associate (CSA) role can be stressful due to handling customer inquiries, resolving issues, and meeting service standards. The level of stress often depends on the workload, company environment, and communication skills required, but many CSAs develop stress management skills over time.

What are some common challenges faced by Client Services Associates, and how can they be overcome?

Client Services Associates often manage multiple client accounts simultaneously, which can lead to competing priorities and tight deadlines. Effective time management and clear communication are essential for balancing these demands. Building strong relationships with clients and proactively addressing their concerns helps prevent misunderstandings and ensures satisfaction. Collaboration with internal teams, such as sales and operations, is also key to efficiently resolving client issues and delivering high-quality service.

What does a customer service associate do?

A customer service associate, often called a client services associate, handles customer inquiries, resolves issues, and provides information about products or services. They communicate via phone, email, or chat, use customer management software, and aim to ensure customer satisfaction and retention.

What does a Client Services Associate do?

A Client Services Associate acts as a key point of contact between a company and its clients, ensuring that clients receive high-quality service and support. They handle client inquiries, resolve issues, assist with account management, and coordinate with other departments to fulfill client needs. Their goal is to maintain positive client relationships and help ensure client satisfaction, often working in industries like finance, marketing, or consulting.
More about Client Services Associate jobs
What are the most commonly searched types of Client Services jobs in Wisconsin? The most popular types of Client Services jobs in Wisconsin are:
What are popular job titles related to Client Services Associate jobs in Wisconsin? For Client Services Associate jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Client Services Associate jobs in Wisconsin look for? The top searched job categories for Client Services Associate jobs in Wisconsin are:
What cities in Wisconsin are hiring for Client Services Associate jobs? Cities in Wisconsin with the most Client Services Associate job openings:
Client Services Associate jobs near you

Client Experience Associate

Renier Hoptopp Law Offices, LLC

De Pere, WI • On-site

$55K - $70K/yr

Full-time

Posted 17 days ago

Job description

Description
Client Experience Associate
Renier Hotopp Law Offices, LLC
On-site | Monday-Friday, 8:30 AM - 5:00 PM CST
Full-Time | Compensation: Based on Experience
Build and Lead Client Experience in a Growing Family Law Firm
Renier Hotopp Law Offices is seeking a Senior Client Experience Associate to take ownership of the client journey and help strengthen our systems, communication, and collections processes.
This is not an entry-level role. We are looking for a confident professional who can manage client relationships, handle high-pressure conversations, and contribute to building a stronger, more efficient client experience program.
If you have experience in client success, account management, collections, or legal client services and you're comfortable having direct conversations about expectations and payments, this role is for you.
About the Firm:
Renier Hotopp Law Offices is a boutique Wisconsin family law firm with offices in Burlington and De Pere. We focus exclusively on divorce, custody, and family law matters, providing compassionate guidance and results-driven representation.
Who You Are:
  • Confident and comfortable having direct conversations with clients
  • Able to stay composed when dealing with frustrated or high-emotion situations
  • Strong sense of ownership and accountability
  • Business-minded-you understand how client experience impacts revenue and retention
  • Proactive, resourceful, and solutions-oriented

Why Join Us:
  • High-impact role with growth potential
  • Collaborative and supportive team environment
  • Opportunity to help build and improve a critical function within the firm

What Success Looks Like:
  • Clients feel informed, supported, and confident throughout their case
  • Strong response times (within 24 hours)
  • Increased positive reviews and client satisfaction scores
  • Improved collections and reduced outstanding balances
  • Clear, organized communication across clients and the internal team

Compensation:
$55,000 - $70,000/year
Responsibilities
• Manage the client experience from intake through active case stages
• Serve as the primary point of contact for client communication and support
• Proactively follow up with clients to ensure clarity, satisfaction, and engagement
• Handle billing questions, collections, and payment follow-ups with confidence
• De-escalate difficult situations and manage emotionally charged client interactions
• Collaborate with attorneys and staff to ensure timely communication and case updates
• Track all client activity and tasks in Clio Manage (CRM/case management system)
• Improve processes related to client satisfaction, retention, and collections
• Manage Google reviews and client feedback initiatives
Qualifications
Required:
• 3+ years of experience in client success, customer success, account management, or client services
• Experience handling billing, collections, or payment conversations
• Ability to manage difficult or emotional client interactions professionally
• Strong communication skills (empathetic, clear, and confident)
• Highly organized with strong attention to detail
• Experience using CRM systems or case management software
Preferred:
• Experience in a law firm or legal environment (family law preferred)
• Familiarity with Clio Manage
• Experience improving workflows, processes, or client experience systems
• Background in professional services (legal, healthcare, financial services)

Apply