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Client Services Associate Jobs in Brookfield, WI

Robert W Baird & Co

PAM Client Service Associate

Milwaukee, WI · On-site

$14.25 - $19.75/hr

The PAM Client Service Associate plays a vital role in delivering an exceptional experience to the high-net-worth and institutional clients served by Baird's Private Asset Management (PAM) team. This ...

Power Wellness

Massage Services Associate

Pewaukee, WI · On-site

... client and community events. 4. Have a working knowledge of services offered and products sold in ... Qualifications: • High School diploma or GED required. • Associates degree or equivalent from a ...

Eurofins

Client Service Representative

New Berlin, WI · On-site

$15.75 - $21.25/hr

At least 1 year in client services * Microsoft Office (Outlook, Excel, etc). * Knowledge of ISO 17025, DEA, EPA, FDA and related guidance. * Associates degree in Chemistry or related field preferred ...

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All JobsClient Services Associate JobsClient Services Associate Jobs in Brookfield, WI

Client Services Associate information

See Brookfield, WI salary details

$9

$21

$38

How much do client services associate jobs pay per hour?

As of Aug 21, 2026, the average hourly pay for client services associate in Brookfield, WI is $21.21, according to ZipRecruiter salary data. Most workers in this role earn between $16.15 and $23.65 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 Brookfield, WI?

The most popular types of Client Services jobs in Brookfield, WI are:

What job categories do people searching Client Services Associate jobs in Brookfield, WI look for?

The top searched job categories for Client Services Associate jobs in Brookfield, WI are:

What cities near Brookfield, WI are hiring for Client Services Associate jobs?

Cities near Brookfield, WI with the most Client Services Associate job openings:

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Brookfield, WI as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 16% Part Time, and 5% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $44,113 per year, or $21.2 per hour.

PAM Client Service Associate

Robert W Baird & Co

Milwaukee, WI • On-site

$14.25 - $19.75/hr

Full-time

Posted 10 days ago

Job description

The PAM Client Service Associate plays a vital role in delivering an exceptional experience to the high-net-worth and institutional clients served by Baird's Private Asset Management (PAM) team. This individual supports all aspects of client service by handling complex and detail-oriented responsibilities in a fast-paced environment. The ideal candidate is highly organized, attentive to accuracy, and committed to providing proactive, high-touch service that reflects Baird's reputation for excellence.
Our service model is grounded in a simple but powerful principle: our clients' interests always come first. We seek professionals who embody "Service Above Self" and who are committed to delivering a high-touch, white-glove client experience-especially when solving complex, nuanced needs for high-net-worth households. Ideal candidates demonstrate exceptional attention to detail, strong organizational skills, and clear, proactive communication. We value individuals who take ownership of their work, approach challenges with maturity, and contribute to a culture of collaboration through honest, solutions-focused dialogue. Our team thrives on mutual trust, professionalism, and a shared commitment to delivering outstanding service.
The Impact You'll Make:
  • Responsible for client onboarding support, including preparing new account paperwork, opening accounts, transitioning new assets to Baird, and establishing an ongoing communication/client service plan
  • Manages incoming client and Financial Advisor requests-completing the request directly when appropriate or assigning it to the correct team member to ensure timely follow-through
  • Supports the preparation and distribution of tax reporting materials for clients and CPAs across the six yearly tax reporting periods, assembling all necessary information ahead of each deadline
  • Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models
  • Updates data for quarterly client reporting, ensuring accuracy and timely inclusion in client deliverables. In addition, coordinates materials needed for client meetings, including paperwork and reports
  • Assists clients with Baird Online by troubleshooting login issues, guiding them through website navigation, and helping them access key account information and documents
  • May also provide back-up to other segments of the PAM Team when necessary, including administrative support in scheduling client appointments, coordinating all aspects of meeting preparation, answering inbound phone calls, sending client communications, as well as perform other duties and special projects as necessary

What You'll Bring to Baird:
  • 2+ years of prior work experience; financial, business or administrative preferred
  • Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird
  • Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms
  • Excellent verbal and written communication skills (including e-mail) and ability to adeptly exchange ideas and information
  • Ability to work extra hours during peak periods
  • Strong organizational skills - consistent ability to prioritize workflow in a fast-paced environment to achieve specific goals in a timely matter
  • Detail orientation with an emphasis on accuracy. Critical thinking and proactive problem-solving skills
  • Maintain client confidentiality in all situations
  • Highly reliable, maintains excellent attendance, and approaches work with a strong sense of responsibility and commitment

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Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

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