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

H&R Block

Block Advisors Client Service Professional

Manawa, WI · On-site

$14.25 - $18/hr

Experience working in a tax office, CPA firm, or financial services environment Why work for us At ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Block Advisors Client Service Professional

Manawa, WI · On-site

$14.25 - $18/hr

Experience working in a tax office, CPA firm, or financial services environment Why work for us At ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

DEWITT LLP

Litigation Associate Attorney

Green Bay, WI · On-site

$110K - $135K/yr

With a strong reputation for client service and practical legal solutions, DeWitt attorneys work ... DeWitt LLP is seeking a motivated and collaborative Litigation Associate Attorney to join our Green ...

KnitWell Group

Sales Lead-ANN

Appleton, WI · On-site

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 ...

Adecco

Litigation Associate Attorney

Green Bay, WI · On-site

$110K - $135K/yr

The Litigation Associate will work closely with experienced attorneys and firm leadership to ... Strong commitment to client service, professionalism, and ethical legal practice. Compensation ...

New

LVMH

Operations Associate - Part Time

Appleton, WI · On-site

$18 - $20.50/hr

VOTRE PROFIL Operations Associate - Part Time * NOUVEAU Publiée le 07.09.2026 Sephora Retail ... 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

$21

$39

How much do client services associate jobs pay per hour?

As of Sep 13, 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 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, 80% Full Time, 16% Part Time, and 3% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $45,467 per year, or $21.9 per hour.

Block Advisors Client Service Professional

Manawa, WI • On-site

H&R Block
Accounting Services • 1 - 5K employees
Learn more about H&R Blockexternal

$14.25 - $18/hr

Full-time

Posted 12 days ago

H&R Block rating

5.7

Company rating: 5.7 out of 10

Based on 295 frontline employees who took The Breakroom Quiz

Job description

About the Role
As a seasonal Client Service Professional / Receptionist at H&R Block, you'll be the welcoming first impression for every client. You'll manage client scheduling, support daily office operations, and work alongside a team of tax professionals. With training and support, this role can be a stepping stone into tax preparation or office leadership. This role is in-person and not remote.
  • Greet clients warmly and create a welcoming, professional first impression as the face of the office
  • Answer phone calls, schedule appointments, and match clients with the right tax professional based on their needs
  • Manage client check-in and intake processes, including scanning and organizing documents
  • Maintain office organization and cleanliness to support a smooth, professional client experience
  • Collaborate with tax professionals and team members to ensure seamless daily operations
  • Handle sensitive client information with confidentiality, discretion, and care

Required Qualifications
  • Experience working in a fast-paced, client-centric environment
  • Strong interpersonal and communication skills, with the ability to collaborate effectively with team members and serve clients professionally
  • Ability to multitask and manage competing priorities throughout the day
  • Organizational skills with attention to detail and follow-through
  • Comfort using basic computer programs and digital tools (e.g., Microsoft Office, Teams and scheduling systems)
  • Availability to work evenings and weekends during tax season

Preferred Qualifications
  • High school diploma/GED or equivalent
  • Previous experience in hospitality, call center, customer service or medical industries
  • Previous experience in a receptionist, front desk, or administrative support role
  • Experience working in a tax office, CPA firm, or financial services environment

Why work for us
At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.
That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.
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About H&R Block

Sourced by ZipRecruiter

H&R Block's purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We've been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we've grown to have approximately 12,000 offices throughout the United States and around the world. We are a people company first and a tax company second. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it's how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it's all those things, and much more.

Industry

Accounting services, it services and finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Kansas City, MO, US

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