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

Kelly Services

Data Entry Associate

Oshkosh, WI

$21/hr

Opportunity to work with a premier manufacturing client in a supportive team environment * Gain ... As a Kelly employee, you will have access to a retirement savings plan, service bonus and holiday ...

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Client Services Associate information

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$9

$21

$39

How much do client services associate jobs pay per hour?

As of Aug 21, 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 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 are the key skills and qualifications needed to thrive as a client services associate?

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 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 are popular job titles related to Client Services Associate jobs in Appleton, WI?

For Client Services Associate jobs in Appleton, WI, the most frequently searched job titles 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 August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 16% Part Time, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $45,467 per year, or $21.9 per hour.

Accounting Associate (CAAS - Healthcare Industry)

Cliftonlarsonallen

Green Bay, WI • On-site

$53K - $93K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 13 days ago

CliftonLarsonAllen rating

7.0

Company rating: 7.0 out of 10

Based on 29 frontline employees who took The Breakroom Quiz

21st of 23 rated bookkeepers and accountants

Job description

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 9,000 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

CLA is currently seeking an Associate to join our CAAS (Healthcare Industry) team based out of one of the following offices: Minneapolis, MN; Appleton, WI; Milwaukee, WI; or St. Louis, MO.

Job Responsibilities:

  • Client Service: Gains ability to handle multiple clients, software, and chart of accounts daily, weekly and monthly basis.

  • Day to Day Transactions: Coordinates & processes accounts payable, cash disbursements, accounts receivable, cash receipts, and payroll.

  • Month End Processing: Completes financial statements. Coordinates and completes account reconciliations (i.e. bank & credit card reconciliations, prepaids, accounts receivable, fixed assets, accounts payable, accruals.) Completes complex account reconciliations that have been previously set up and supported by Senior Associate, Assistant Controller, Controller or CFO.

  • Quarterly/Annual Processing: Completes sales tax returns, Form 1099s and other forms or items as requested by clients.

Job Requirements:

  • Accounting and financial experience is preferred.

  • Bachelor's degree is required. Combination of related experience, education, and training may be accepted in lieu of degree.

Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.

The compensation range for this position in Minneapolis is: $53,700 - $93,000.

#LI -SW1


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Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.


To view a complete list of benefits, click here.


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About CliftonLarsonAllen

Sourced by ZipRecruiter

CliftonLarsonAllen (CLA) is a leading professional services company based in Minneapolis, MN, US. CLA operates in the accounting industry and offers a broad range of products and services such as wealth advisory, outsourcing, audit, tax, and consulting services. The company was founded in 1953 with a merger between two firms, Clifton Gunderson and LarsonAllen, in 2012. Working in accordance with their mission to create opportunities for clients, people, and communities, they have established a presence across the US, serving privately held businesses, non-profits, and governmental entities. Recognized for their contributions, CLA has received accolades such as the Innovative Firm of the Year award.

Industry

Accounting services

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

2012

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