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Client Services Associate Jobs in Fort Atkinson, WI

NFP Corp

Associate, Client Service

Madison, WI · On-site

$50K - $58K/yr

... services - empowering clients to navigate complexity with clarity and confidence. With over 1,200 ... The Client Service Associate supports advisor teams and clients through account operations ...

NFP Corp

Associate, Client Service

Madison, WI · On-site

$50K - $58K/yr

... services - empowering clients to navigate complexity with clarity and confidence. With over 1,200 ... The Client Service Associate supports advisor teams and clients through account operations ...

NFP Corp

Associate, Client Service

Madison, WI · On-site

$50K - $58K/yr

... services - empowering clients to navigate complexity with clarity and confidence. With over 1,200 ... The Client Service Associate supports advisor teams and clients through account operations ...

Power Wellness

Member Services Associate

Pewaukee, WI · On-site

Member Services Associate Location: West Wood Health & Fitness Center Type: Part-time, Opening (4:45am-9am), Weekends as Needed Summary: We improve life and we're here to serve. What you do is ...

Lake Ridge Bank

Client Service Associate

Madison, WI · On-site

$14.50 - $20.25/hr

The Client Service Associate (Teller) provides extraordinary service to internal and external ... Provide a variety of account services to consumer and business clients, including: processing ...

Lake Ridge Bank

Client Service Associate

Madison, WI · On-site

$14.50 - $20.25/hr

The Client Service Associate (Teller) provides extraordinary service to internal and external ... Provide a variety of account services to consumer and business clients, including: processing ...

Lake Ridge Bank

Client Service Associate

Madison, WI · On-site

$14.50 - $20.25/hr

The Client Service Associate (Teller) provides extraordinary service to internal and external ... Provide a variety of account services to consumer and business clients, including: processing ...

Alphabe Insight Inc

Client Service Associate

Madison, WI · On-site

$50K - $56K/yr

We are seeking a polished and motivated Client Service Associate to join our expanding team in Madison, WI. In this role, you will serve as a key point of contact for clients, ensuring smooth ...

Alphabe Insight Inc

Client Service Associate

Madison, WI · On-site

$50K - $55K/yr

We are seeking a motivated Client Service Associate to join our dynamic team in Madison, WI. The ideal candidate will act as the primary point of contact for clients, ensuring their needs are met ...

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All JobsClient Services Associate JobsClient Services Associate Jobs in Fort Atkinson, WI

Client Services Associate information

See Fort Atkinson, WI salary details

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$37

How much do client services associate jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for client services associate in Fort Atkinson, WI is $20.44, according to ZipRecruiter salary data. Most workers in this role earn between $15.58 and $22.84 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 cities near Fort Atkinson, WI are hiring for Client Services Associate jobs?

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

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Fort Atkinson, WI as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 21% Part Time, and 4% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $42,524 per year, or $20.4 per hour.

Client Services Associate I - Wealth Management Department

UW Credit Union

Sun Prairie, WI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 22 days ago

Job description

Overview

UW Credit Union is hiring a Client Services Associate I to join our Wealth Management team in Madison!

Do you have a passion for providing exceptional customer service and delivering quality? Do you have strong organizational, verbal, and written communication skills? Are you looking for an opportunity that has development within the role? If you answered yes to all three questions, then this is the position for you!

At UW Credit Union, we provide meaningful financial services to our members with the honesty and integrity they deserve. As a Client Services Associate, you will be responsible for building relationships, promoting Wealth Management services to UW Credit Union employees, members, and the community at large and providing administrative support to the Wealth Management team.

Responsibilities

A Day in the Life of a Client Services Associate

Every day will be different but below is a snapshot of what you will do:

  • Start the day off preparing the office for appointments for the Advisors.
  • Create a warm and welcoming environment at the front desk of one of our wealth management hubs.
  • Provide personalized, professional service to all members and representatives in an exceptional manner, seeking out opportunities to exceed member expectations.
  • Perform administrative tasks including, and not limited to, referral management and tracking, document processing, client service requests, new client onboarding paperwork, seasonal and routine servicing activities (ex. tax planning tasks), seminar/webinar support, client events and financial transaction items.
  • Interact with members in-person and over the phone to review their account status, answer questions and collect information.
  • Continuously organize and regroup from priority interruptions while completing daily routine tasks.
  • Manage, direct, and troubleshoot incoming calls from the wealth management group extension.
  • Make outbound calls regarding various client situations and routine tasks.
  • Work with multiple Financial Advisors to support sales functions.
Qualifications

What You'll Need to Succeed

  • Associate's degree in buisness, finance or related field required or equivalent work experience.
  • 1+ year of experience in financial services, bank operations and/or client services.
  • 1+ years of customer service experience preferred. 
  • High level of problem-solving skills
  • Demonstrated experience with inbound and outbound customer/member calls
  • Efficient, detail-oriented, self-starter, able to work independently and as a member of a team
  • Licensed in the following or obtain within the 1st year of employment (UW Credit Union will pay for 1-2 rounds of exam fees with the opportunity to receive a recognition bonus for successfully obtaining/having all licenses):
    • WI Insurance Life & Health License
    • Securities Industry Essentials (SIE)
    • FINRA Series 7
    • FINRA Series 66
Working at UW Credit Union

Why work for UW Credit Union?

Join one of Wisconsin's premier financial institutions, a National Top Workplace and multi-year recipient of Madison Magazine's Best Places to Work, Wisconsin State Journal's Top Workplaces, and Milwaukee Journal Sentinel's Top Workplaces to receive:

  • 21.5 days of annual time off (accrued per pay period)
  • 2 weeks paid caregiver leave
  • 2.5 weeks paid new child parental leave
  • 2 days paid volunteer time
  • 10 paid holidays (including your birthday!)
  • 401k company match of up to 5%, plus approximately 4% discretionary match
  • Variable bonus reward
  • Competitive Medical, Dental, and Vision plans, including domestic partner eligibility
  • Employee Assistance Program
  • And more!

All employees must possess valid work authorization to work for UWCU on the date of hire.  UWCU does not provide immigration sponsorship or support for employment authorization to include, but not limited to, sponsorship or support for H-1B, F-1 OPT, TN, or other visa category. 

Employment Type: FULL_TIME

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