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

Alera Group

Customer Service Agent

Appleton, WI · On-site

$15 - $20.25/hr

... client service, maintain accurate agency system records, and drive strong account retention QUALIFICATIONS * High school diploma or equivalent required (Associate's or Bachelor's preferred) * 2+ ...

Alera Group

Customer Service Agent

Green Bay, WI

$15 - $20.25/hr

... client service, maintain accurate agency system records, and drive strong account retention QUALIFICATIONS * High school diploma or equivalent required (Associate's or Bachelor's preferred) * 2+ ...

Office Depot

Retail Part Time Store Associate

Green Bay, WI · On-site

$14.75 - $17/hr

... client satisfaction. The Store Associate will support a customer-centric environment, engagement ... The ideal Store Associate should be passionate about sales, delivering exceptional service, and ...

Office Depot

Retail Part Time Store Associate

Appleton, WI · On-site

$11.34/hr

... client satisfaction. The Store Associate will support a customer-centric environment, engagement ... The ideal Store Associate should be passionate about sales, delivering exceptional service, 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 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 Agent

Customer Service Agent

Alera Group

Appleton, WI • On-site

$15 - $20.25/hr

Full-time

Medical, Dental, Life, Retirement, PTO

Posted 29 days ago

Alera Group rating

9.1

Company rating: 9.1 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

24th of 259 rated insurance

Job description

OVERVIEW

Alera Group is looking for a Commercial Lines Account Manager. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you! Prior experience in Commercial lines is required. This role can be located in one of the following offices: Appleton, Green Bay, Madison, Onalaska or Waukesha. 


Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in Employee Benefits, Property & Casualty Insurance, and Financal Services. With offices nationwide, our collaborative approach allows us to deliver national strength with local service.


RESPONSIBILITIES
  • Service and manage a portfolio of mid-market to large commercial insurance accounts by coordinating renewals, policy changes, endorsements, billing, audits, and client inquiries while ensuring regulatory and company compliance
  • Support new and renewal business by preparing applications and proposals, evaluating client exposures, analyzing loss trends, obtaining carrier quotes, and assisting producers with marketing and placement
  • Collaborate closely with producers, underwriters, carriers, and internal teams to deliver seamless client service, maintain accurate agency system records, and drive strong account retention

QUALIFICATIONS
  • High school diploma or equivalent required (Associate’s or Bachelor’s preferred)
  • 2+ years of commercial lines insurance servicing experience
  • Active P&C license required or ability to obtain within a specified timeframe
  • Working knowledge of commercial insurance products (GL, Property, Workers’ Comp, Auto, Umbrella, etc.) with proficiency in agency management systems such as Applied Epic, AMS360, or similar
  • Strong communication, organization, and attentiontodetail skills with a commitment to professional development, including pursuit of CISR, CIC, or related designations within two years

ADDITIONAL INFORMATION

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

This job is In-Office.


We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

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#LI-Onsite


Location Type
In-OfficeQualifications:
  • High school diploma or equivalent required (Associate’s or Bachelor’s preferred)
  • 2+ years of commercial lines insurance servicing experience
  • Active P&C license required or ability to obtain within a specified timeframe
  • Working knowledge of commercial insurance products (GL, Property, Workers’ Comp, Auto, Umbrella, etc.) with proficiency in agency management systems such as Applied Epic, AMS360, or similar
  • Strong communication, organization, and attentiontodetail skills with a commitment to professional development, including pursuit of CISR, CIC, or related designations within two years
Education:UNAVAILABLEEmployment Type: FULL_TIME

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