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

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 ...

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 ...

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 ...

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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Client Services Associate information

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How much do client services associate jobs pay per hour?

As of Sep 14, 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 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 Pewaukee, WI?

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

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

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

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 August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $45,598 per year, or $21.9 per hour.

Client Services Associate (Unlicensed)

Waukesha, WI • On-site

Waukesha State Bank
Commercial Banking • 201 - 500 employees
Learn more about Waukesha State Bankexternal

$19 - $24/hr

Full-time

Posted 4 days ago

Job description

Are you highly organized, detail-oriented and interested in building a career in the investment industry? Waukesha Investments, a division of Waukesha State Bank is seeking a Client Services Associate (Unlicensed) to provide exceptional sales and service support to our investment advisors and clients. This is an excellent opportunity for a customer-focused professional who is eager to learn the investment business, develop new skills and grow within a collaborative, community-focused financial organization.As a Client Services Associate, you'll play an important role in the day-to-day client experience by managing incoming calls, correspondence and appointments; maintaining client files and databases; preparing portfolio reviews and sales and referral reports; and coordinating marketing initiatives and materials. You'll work closely with our investment team while building strong relationships across Waukesha State Bank and serving as a knowledgeable and dependable resource for our internal business partners.We're looking for someone who brings outstanding customer service and communication skills, strong attention to detail, and the ability to stay organized, prioritize responsibilities and meet deadlines. Proficiency in Word and Excel is required, along with a genuine desire to learn and grow in financial services. If you're ready to put your customer service and organizational strengths to work while building a career in investments, we'd love to hear from you.Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with 14 full-service offices located throughout Waukesha County. Our strength as a successful and growing financial services provider is rooted in a long-standing commitment to serving the community with a personalized, one-on-one approach to banking and an emphasis on customer service.This is an onsite position in Waukesha County, WIEmployment with Waukesha State Bank is contingent upon the successful completion of a criminal background check and drug screen.EOE Disability/Vet