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Client Services Associate Jobs in Wisconsin (NOW HIRING)

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$10

$22

$41

How much do client services associate jobs pay per hour?

As of May 30, 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 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 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 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 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.

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.

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
Student Client Service Associate - Youth Apprenticeship

Student Client Service Associate - Youth Apprenticeship

State Bank of Cross Plains

Monona, WI • On-site

Other

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

Job description


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Description

Lake Ridge Bank is hiring a Youth Apprentice for the 2026/2027 school year as a Student Client Service Associate (Teller) at our Monona Drive location! Looking for a steady and local job where you can learn about banking and gain valuable professional skills? Apply today! We offer part time hours during the summer and the upcoming school year as well as flexibility in scheduling.

ESSENTIAL RESPONSIBILITIES:

  • Promote and maintain positive relations with all internal and external contacts, clients and potential clients.
  • Process all transactions that come through the CSA (teller) area including but not limited to cashing checks, performing withdrawals, making deposits, processing loan payments, etc.
  • Properly balance and maintain a cash drawer daily
  • Keep informed about bank products and services offered
  • Maintain confidentiality of client information at all times
  • Participates in community involvement/bank activities as appropriate
  • Performs all other duties as assigned
Requirements
  • Working towards a high school diploma
  • Preferred experience in a similar office or customer service role but not required
  • Ability to work with minimal supervision
  • Ability to keep information confidential
  • Ability to represent the organization in a professional, positive manner
  • Ability to perform repetitive tasks with efficiency and attention to detail
  • Comfortable working with technology and computer systems

Lake Ridge Bank values a diverse workforce and is an Affirmative Action/Equal Opportunity Employer.

Consistent with Lake Ridge Bank's commitment to employ and advance qualified individuals with disabilities, Lake Ridge Bank provides reasonable accommodation to apply for or perform a job. Some examples of reasonable accommodation include alternate methods to apply, providing documents in an alternate format, altering work procedures, specialized equipment or use of an interpreter. If an individual needs reasonable accommodations to apply or perform a job here at Lake Ridge Bank, please contact Human Resources at (608) 849-2700 or email us.

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