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

KerberRose S.C.

Associate ParaPlanner

Appleton, WI · On-site

As a Associate Paraplanner , you will play a vital role in supporting our internal team, managing ... Work with Client Service Team on routine/simple client requests. * Provide limited support to ...

KerberRose S.C.

Associate ParaPlanner

Appleton, WI

As a Associate Paraplanner , you will play a vital role in supporting our internal team, managing ... Work with Client Service Team on routine/simple client requests. * Provide limited support to ...

J. J. Keller

Customer Service Specialist

Neenah, WI · Remote

$23.50/hr

Client Service Employment Type: Full-Time Work Options: Remote / Work from Home in the US #LI ... our associates working from home. J. J. Keller has an opening in our Managed Services department ...

Sephora

Operations Associate - Part Time

Appleton, WI · On-site

$18 - $20.50/hr

As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient ... Deliver exceptional service Support the team in creating outstanding client experiences and ...

Sephora

Operations Associate - Part Time

Appleton, WI

$18 - $20.50/hr

As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient ... Deliver exceptional service Support the team in creating outstanding client experiences and ...

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Client Services Associate information

See Appleton, WI salary details

$9

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$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.

More about Client Services Associate jobs
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:
Client Services Associate jobs near you
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.
Customer Service Specialist

Customer Service Specialist

J. J. Keller & Associates, Inc.

Neenah, WI • Remote

$23.50/hr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 11 days ago

Job description

Requisition #: 20688
Functional Area:  Client Service
Employment Type:  Full-Time
Work Options:  Remote / Work from Home in the US #LI-Remote
Work Hours:  Monday-Friday (1) 7:00am-3:30pm (1) 7:30am-4:00pm

Position Summary

Join J. J. Keller as we help employers protect people and the businesses they run. With more than 7 million employers in this country, the need for our safety and compliance solutions is always growing. We have a highly supportive, ethical and remote-friendly culture, with the majority of our associates working from home.
 

J. J. Keller has an opening in our Managed Services department for a Customer Service Representative. This department is comprised of fleet and regulatory compliance experts who clients rely on to off-load the time consuming / complex tasks of managing driver safety and vehicle compliance. Our internal team of almost 600 compliance associates perform work to ensure our clients stay up-to-date on various regulatory requirements. 

In this Customer Service Specialist role, you will be responsible for answering calls from our clients and assisting them with obtaining trip permits in a timely and accurate manner.

Why J. J. Keller?
  • $23.50/hr. 
  • 17 days of PTO + 8 Paid Company Holidays + 1 Paid Floating Holiday 
  • Annual Reviews + Merit Increases + Quarterly Bonus Program
  • New Hire On-the-Job Training
  • Career Growth Opportunities
  • Medical + Dental + Vision Insurance
  • 401(k) with Employer Match + Company-funded Profit Sharing
Job Responsibilities
  • Serves as the primary interface with clients to determine trip permit requirements, to include such tasks as:
    • Maintaining an open line of communication via phone, e-mail, fax, and correspondence
    • Educating clients on regulatory requirements, providing interpretations and best practices
    • Determining clients' needs and how J. J. Keller can best serve those needs
  • Initiates and maintains work orders to ensure proper permits are being secured.
  • Monitors completion of permits and provides feedback to clients as necessary.
  • Secures temporary permits (fuel/trips, oversize/overweight, annual and regional) for clients in an accurate and timely manner. Validates accuracy of permits and distributes to clients.
  • Maintains appropriate documentation, such as client profile, call notes, state fees to be charged to clients, charges applied to corporate credit card and escrow funds, work order information, etc.
  • Assists with resolving issues related to permits, client service, invoicing and payments.
  • Maintains expertise pertaining to applicable local, state and federal regulations in order to provide education and clarification to clients.
  • Maintains confidentiality of client information under the FCRA, HIPAA, and other regulatory entities.  Adheres to the department's data security policies pertaining to Personal Identification Information.
Qualifications

Experience:

  • 3+ years of experience in customer service environment, with 1+ years being in a call center.

Education:

  • High School Graduate or General Education Degree (GED).

Other Skills/Qualifications:

  • Must be proficient in the use of a PC and MS Office Suite, including intermediate functions.
  • Commitment to providing outstanding client service.
  • Excellent verbal and written communication skills.
  • Strong organizational, problem solving, and analysis skills.
  • Ability to work in a fast-paced, deadline driven environment.
  • Knowledge of applicable regulations preferred.
  • Willingness to participate in background check/fingerprinting requirements at state or local jurisdictions to obtain access as needed to fulfill services.
     
Physical Requirements

Work is performed primarily in a standard office environment. Work involves operation of personal computer equipment for extended periods of time. 

We Protect People & The Businesses They Run

Every associate at J. J. Keller makes a difference by creating safer, more respectful workplaces. Whether serving our customers directly with expertise in safety and regulatory compliance or supporting the business with specialized skills, together we contribute to better workplaces for people across North America.

J. J. Keller History:  November 1, 2023, marked 70 years of business for J. J. Keller & Associates, Inc. Click HERE to take a tour through three generations of this family-owned business - from our founding as a one-man consulting firm through decades of delivering on our purpose of protecting people and the businesses they run.

J. J. Keller Career Stories:  Click HERE to hear from our associates about what they have to say about life as an associate at J. J. Keller.

J. J. Keller Earns 8th Great Place to Work Certification:  Click HERE to find out what makes J. J. Keller great.

J. J. Keller Certified as a Top 100 Most Loved Workplace in America:  Click HERE to find out why our associates LOVE working at J. J. Keller.

2024 Top Company for Women to Work for in Transportation:  Click HERE to learn more about this prestigious recognition.

If you experience system-related issues or need assistance with the online application, please call (920) 720-7700.

Professional Referral Program:  Not the right role for you, but know someone who could be a great fit? Click HERE to refer them to us through our Professional Referral Program and you will earn a cash payment if your referral is hired.

J. J. Keller & Associates, Inc. is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.

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