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Client Services Associate Jobs in New Berlin, WI

Stifel

Client Service Associate - NR

Mequon, WI · On-site

$13 - $17.75/hr

Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety ...

Travis Mathew

Client Associate - Mayfair

Milwaukee, WI · On-site

The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability ...

Stifel

Client Service Associate - NR

Mequon, WI · On-site

$13 - $17.75/hr

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of ...

Stifel

Client Service Associate - NR

Mequon, WI · On-site

$13 - $17.75/hr

What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records ...

Stifel

Client Service Associate - NR

Mequon, WI · On-site

$13 - $17.75/hr

What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records ...

Travis Mathew

Client Associate - Mayfair

Wauwatosa, WI · On-site

The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability ...

TravisMathew

Client Associate - Mayfair

Wauwatosa, WI · On-site

The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability ...

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 ...

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 ...

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All JobsClient Services Associate JobsClient Services Associate Jobs in New Berlin, WI

Client Services Associate information

See New Berlin, WI salary details

$9

$21

$40

How much do client services associate jobs pay per hour?

As of Aug 29, 2026, the average hourly pay for client services associate in New Berlin, WI is $21.99, according to ZipRecruiter salary data. Most workers in this role earn between $16.73 and $24.52 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 New Berlin, WI?

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

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

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

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

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

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in New Berlin, WI as of August 2026, with employment types broken down into 100% Full Time. Highlights an 94% In-person, and 6% Remote job distribution, with an average salary of $45,732 per year, or $22 per hour.

Work From Home - Client Services Associate

Milwaukee, WI • Hybrid

Global Elite Empire Consultants
See more jobs at Global Elite Empire Consultantsexternal

Full-time

Posted 5 days ago

Job description

Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance your personal and professional life seamlessly while advancing your career.

Perks Include:
1. Work-Life Balance: Embrace the freedom to work from home and tailor your schedule to fit your lifestyle, ensuring you have time for what matters most to you.
2. Supportive Environment: Join a nurturing community that values work-life harmony and provides the support and flexibility you need to thrive in your career.
3. Mentorship & Growth: Access mentorship opportunities from experienced leaders who are dedicated to helping you succeed, empowering you to grow and excel in your role.

Qualifications:
Dedication to delivering exceptional customer service experiences.
Strong communication and interpersonal skills.
Ability to lead and inspire teams to achieve outstanding results.
Desire to pursue professional growth and development while maintaining a healthy work-life balance.

If you're ready to embark on a fulfilling career path that offers flexibility, growth, and support, apply now! Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership.

Don't miss out on this chance to prioritize both your personal and professional aspirations. Apply today and take the next step towards a rewarding career!

*All interviews will be conducted via Zoom video conferencing
(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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