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Client Services Associate Jobs in Germantown, WI

Alphabe Insight Inc

Client Service Associate

Milwaukee, WI · On-site

$14.25 - $19.75/hr

The Client Service Associate will serve as a key point of contact between clients and internal ... Provide professional assistance and support to clients throughout ongoing projects and services

Baird

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 ...

landmarkcu

Member Experience Associate

Brookfield, WI · On-site

... help our associates grow their careers. Bring your authentic self to work as part of an ... Cross-sells Landmark products and services. REQUIREMENTS 1. High school diploma or equivalent and a ...

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 ...

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Showing results 21-40

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

Client Services Associate information

See Germantown, WI salary details

$10

$22

$41

How much do client services associate jobs pay per hour?

As of Sep 5, 2026, the average hourly pay for client services associate in Germantown, WI is $22.79, according to ZipRecruiter salary data. Most workers in this role earn between $17.36 and $25.43 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 Germantown, WI?

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

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

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

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Germantown, WI as of July 2026, with employment types broken down into 1% As Needed, 79% Full Time, 16% Part Time, 1% Temporary, and 3% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $47,411 per year, or $22.8 per hour.

Tax Managing Director, Private Client Services

BDO USA

Milwaukee, WI • On-site

Full-time

Retirement

Posted 19 days ago

BDO USA rating

8.2

Company rating: 8.2 out of 10

Based on 29 frontline employees who took The Breakroom Quiz

9th of 23 rated bookkeepers and accountants

Job description


Job Summary:
Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning.
A Tax Managing Director, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The Tax Managing Director is a critical member of the office/region leadership team.
Job Duties:
  • Leads tax and consulting engagements and teaches their team the skills needed to identify and address client needs, tax planning, and consulting opportunities
  • Provides Executive presence and acts as the primary client contact for preparation and presentation of issues and resolution to clients
  • Reviews complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to preparers
  • Directs communication with government agencies for matters of the highest complexity
  • Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership, clients, and advisors
  • Expands their in-depth understanding of tax concepts and knowledge through client engagements and current tax developments
  • Prioritizes and reviews work to keep engagements on track
  • Utilizes strong analytical, research and critical thinking skills as well as decision-making skills to assist with client needs regarding individual and business decisions
  • Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance, and participation in CPE activities and training
  • Builds new relationships and maintains existing relationships with BDO professionals and external sources
  • Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel,
  • May be required to present complex strategies to clients and prospective clients
  • Advises clients on tax implications and recommend alternative courses of action and identify different methods of compliance
  • Manages and monitors key performance indicators (KPI's) as established by the business line
  • Other duties as required

Supervisory Responsibilities:
  • Supervises associates, senior associates and managers, as the situation dictates
  • Reviews work prepared by associates and senior associates and provide review comments
  • Acts as a Career Advisor to associates, senior associates and managers
  • Schedules and manages workload of associates, senior associates, and managers
  • Provides verbal and written performance feedback to associates, senior associates and managers

Qualifications, Knowledge, Skills, and Abilities:
Education:
  • Bachelor's degree, required; major in Accounting, Finance, Economics, or Statistics, preferred
  • Master's degree in Accountancy or Taxation, preferred

Experience:
  • Ten (10) or more years prior experience in accounting, finance, or law, required
  • Expertise in the private client service area, required
  • Prior supervisory experience, required
  • Experience working in public accounting, preferred

License/Certifications:
  • Certified Public Accountant credential, Internal Revenue Service Enrolled Agent ("EA") credential, Attorney (admitted to practice in a U.S. jurisdiction), or the equivalent of one of these designations, required
  • Possession of other professional degrees or certifications applicable to role, preferred

Software:
  • Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required
  • Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred
  • Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred

Language:
  • N/A

Other Knowledge, Skills & Abilities:
  • Owns their own career and technical development
  • Demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps
  • Takes joint responsibility for the success of the practice
  • Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative
  • Communicates status to the client in line with the frequencies the client desires; Resolves client service issues in a timely and acceptable manner
  • Internally, behaves as part of the practice leadership group and is actively involved in practice matters such as recruitment, staff learning and development, scheduling, and retention
  • Develops an in-depth understanding of the technical and practical issues and opportunities for high net-worth individuals and their families
  • Has expert knowledge of application of standards
  • Recognized as industry expert in specialized field of taxation
  • Spends time developing their network of key financial decision makers, referral sources, and recruits
  • Seizes opportunities for new professional contacts when presented; Actively networks professionally outside of BDO

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
California Range: $215,000 - $270,000
Colorado Range: $170,000 - $225,000
Illinois Range: $175,000 - $250,000
Maryland Range: $185,000 - $260,000
Massachusetts Range: $215,000 - $300,000
Minnesota Range: $170,000 - $250,000
New Jersey Range: $190,000 - $350,000
Ohio Range: $150,000 - $300,000
NYC/Long Island/Westchester Range: $230,000 - $350,000
Washington Range: $180,000 - $240,000
Washington DC Range: $190,000 - $300,000
About Us
At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you'll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.
Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.
BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you'll be part of a team helping clients navigate complexity and move forward with clarity.
We are proud to be an ESOP company, offering participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we're building together.
Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more!
*Benefits may be subject to eligibility requirements.
Equal Opportunity Employer, including disability/vets
Click here to find out more!

What BDO USA employees say

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About BDO

Sourced by ZipRecruiter

At BDO, culture is the first order of business. We succeed when we cultivate a conscious and caring corporate culture that puts people at the center of everything we do. In essence, the business of our business is to help people thrive every day. This mindset powers our growth by supporting the development of our people, the success of our clients, and the betterment of our communities. It means taking an expansive view of what’s possible, and committing ourselves to achieving exceptional outcomes. At BDO, we are cultivating a culture where our professionals thrive in their work of providing middle market leaders with insight-driven perspectives and assurance, tax and advisory services, helping companies take business as usual to better than usual.

Industry

Administrative assistance services and accounting services

Company size

10,000+ Employees

Headquarters location

Chicago, IL, US

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