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

Robert Half

Client Services Associate

Mequon, WI · On-site

$55K - $65K/yr

Robert Half is working with a investment and wealth management client in the recruiting for a Client Service Associate to support their existing business. This role will serve as a key point of ...

Stifel

Client Service Associate - NR

Mequon, WI

$13 - $17.75/hr

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 administrative support ...

Russell Investments

PMA Services Associate

Milwaukee, WI · On-site

$55K - $60K/yr

As a PMA Operational & Service Associate (PMA Services Associate), you will play a crucial role in ... Reviewing client documentation to ensure completeness * Troubleshooting when there are ...

Stifel

Client Service Associate - NR

Mequon, WI

$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 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 ...

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 ...

Alphabe Insight Inc

Client Service Associate

Milwaukee, WI · On-site

$14.25 - $19.75/hr

We are seeking a detail-oriented and client-focused Client Service Associate to join our Milwaukee ... Collaborate with internal teams to ensure timely delivery of services * Monitor client satisfaction ...

Elevare Branding

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

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

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

Client Services Associate information

See Pewaukee, WI salary details

$9

$21

$39

How much do client services associate jobs pay per hour?

As of Jul 30, 2026, the average hourly pay for client services associate in Pewaukee, WI is $21.92, according to ZipRecruiter salary data. Most workers in this role earn between $16.68 and $24.47 per hour, depending on experience, location, and employer.

What does a client service associate do?

A client service associate is responsible for assisting clients by addressing inquiries, resolving issues, and providing information about products or services. They often handle communication via phone, email, or in person, and use customer relationship management (CRM) tools to track interactions and ensure client satisfaction.

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 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 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.

What jobs pay 4000 a week without a degree?

A Client Services Associate typically earns less than $4,000 weekly, but high-paying roles without a degree include sales managers, real estate brokers, and certain skilled trades like electricians or commercial pilots, which often require experience, licensing, or certifications. These roles may involve commission, bonuses, or overtime to reach that income level.

Is a CSA job stressful?

A Client Services Associate (CSA) role can be stressful due to handling customer inquiries, resolving issues, and meeting service standards. The level of stress often depends on the workload, company environment, and communication skills required, but many CSAs develop stress management skills over time.

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 customer service associate do?

A customer service associate, often called a client services associate, handles customer inquiries, resolves issues, and provides information about products or services. They communicate via phone, email, or chat, use customer management software, and aim to ensure customer satisfaction and retention.

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.
More about Client Services Associate jobs
What cities near Pewaukee, WI are hiring for Client Services Associate jobs? Cities near Pewaukee, WI with the most Client Services Associate job openings:
Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Pewaukee, WI as of July 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $45,598 per year, or $21.9 per hour.

Client Services Associate

Robert Half

Mequon, WI • On-site

$55K - $65K/yr

Full-time

Medical, Retirement, PTO

Posted 13 days ago

Job description

Robert Half is working with a investment and wealth management client in the recruiting for a Client Service Associate to support their existing business. This role will serve as a key point of contact for client service needs while providing administrative and operational support to advisors and internal teams. The ideal candidate is highly organized, service-minded, and capable of managing multiple priorities in a fast-paced financial services environment.


Offering competitive health insurance, generous annual bonus targeted up to 15%, 7% retirement contribution and 3+ weeks PTO to start.


Key Responsibilities

  • Provide day-to-day service and support for existing retirement plan clients, ensuring a high level of responsiveness and professionalism.
  • Act as a liaison between clients, advisors, recordkeepers, custodians, and internal departments to facilitate timely resolution of requests and issues.
  • Support advisors with administrative tasks related to retirement plan accounts, client reviews, meeting preparation, and follow-up.
  • Coordinate and maintain client records, plan documents, service calendars, and account documentation in accordance with firm policies and compliance requirements.
  • Assist with onboarding new retirement plan relationships and implementing changes for existing plans.
  • Prepare client meeting materials, reports, presentations, and investment review packages.
  • Monitor account activity and help ensure service requests, distributions, contributions, and other transactions are processed accurately and on time.
  • Maintain accurate notes and updates in CRM and other firm systems.
  • Schedule client meetings, annual reviews, and advisor appointments, and manage related logistics.
  • Respond to client inquiries regarding retirement plan administration, service issues, and account-related matters, escalating more complex issues as needed.
  • Partner with advisors and operations staff to support workflow efficiency and deliver a seamless client experience.
  • Help ensure all activities are completed in accordance with regulatory requirements, internal procedures, and service standards.


  • Bachelor’s degree preferred or equivalent professional experience.
  • 2+ years of client service, administrative, or operations experience in wealth management, retirement plan services, investment advisory, or financial services.
  • Experience supporting retirement plans such as 401(k), 403(b), pension, or qualified plans preferred.
  • Excellent verbal and written communication skills.
  • Ability to manage multiple tasks and deadlines in a fast-paced environment.
  • Proficiency with Microsoft Office, including Excel, Word, and Outlook; CRM experience preferred.
Robert Half logo

About Robert Half

Sourced by ZipRecruiter

Founded in 1948, Robert Half pioneered the idea of professional talent solutions to connect opportunities at great companies with highly skilled job seekers. As business needs changed, we evolved to offer specialized talent solutions for finance and accounting, technology, administrative and customer support, creative and marketing, and legal fields. In 2002, we introduced our subsidiary, Protiviti, a global independent risk consulting and internal audit service, to support companies as they faced more strategic business challenges.

Industry

Recruiting and staffing services

Company size

10,000+ Employees

Headquarters location

San Ramon, CA, US

Year founded

1948

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