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

Client Service Supervisor

Appleton, WI · On-site

$50.02K - $68.70K/yr

... services team. Your Impact Production and Workflow - Monitors and ensures compliance with ... field preferred. - Associates degree or equivalent required. - Strong customer service and ...

... the client services team. Production and Workflow - Monitors and ensures compliance with ... field preferred. - Associates degree or equivalent required. - Strong customer service and ...

As a Client Associate/Registered Client Associate, become a trusted resource to our clients ... Financial services experience What's in it for you? We thrive on the challenge to be our best ...

As a Client Associate/Registered Client Associate, become a trusted resource to our clients ... Financial services experience What's in it for you? We thrive on the challenge to be our best ...

Client Care Associate Location: Green Bay, WI (Hybrid) Department: Client Care Reports To: Manager ... You'll assist with product and service inquiries, troubleshoot software issues across our web ...

Providing exceptional client services, operating as the Manager on Duty in the absence of a manager ... Coaching Associates "in the moment" on client interactions & performance to maximize productivity ...

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Client Services Associate information

See Appleton, WI salary details

$9

$21

$39

How much do client services associate jobs pay per hour?

As of May 31, 2026, the average hourly pay for client services associate in Appleton, WI is $21.86, according to ZipRecruiter salary data. Most workers in this role earn between $16.63 and $24.38 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.

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 Associate jobs in Appleton, WI look for? The top searched job categories for Client Services Associate jobs in Appleton, WI are:
What cities near Appleton, WI are hiring for Client Services Associate jobs? Cities near Appleton, WI with the most Client Services Associate job openings:
Infographic showing various Client Services Associate job openings in Appleton, WI as of May 2026, with employment types broken down into 3% As Needed, 54% Full Time, 33% Part Time, 1% Temporary, 8% Contract, and 1% Nights. Highlights an 93% Physical, 4% Hybrid, and 3% Remote job distribution, with an average salary of $45,467 per year, or $21.9 per hour.

Work From Home - Client Services Associate

Global Elite Empire Consultants

Green Bay, WI • Hybrid

Other

Posted 7 days ago


Job description

Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance your personal and professional life seamlessly while advancing your career.

Perks Include:
1. Work-Life Balance: Embrace the freedom to work from home and tailor your schedule to fit your lifestyle, ensuring you have time for what matters most to you.
2. Supportive Environment: Join a nurturing community that values work-life harmony and provides the support and flexibility you need to thrive in your career.
3. Mentorship & Growth: Access mentorship opportunities from experienced leaders who are dedicated to helping you succeed, empowering you to grow and excel in your role.

Qualifications:
Dedication to delivering exceptional customer service experiences.
Strong communication and interpersonal skills.
Ability to lead and inspire teams to achieve outstanding results.
Desire to pursue professional growth and development while maintaining a healthy work-life balance.

If you're ready to embark on a fulfilling career path that offers flexibility, growth, and support, apply now! Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership.

Don't miss out on this chance to prioritize both your personal and professional aspirations. Apply today and take the next step towards a rewarding career!

*All interviews will be conducted via Zoom video conferencing
(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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