ZipRecruiter

Log In

1

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

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 ...

Baird Capital

PAM Client Service Associate

Milwaukee, WI · On-site

$14.25 - $19.75/hr

PAM Client Service Associate 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 ...

Limitless East Marketing

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 ...

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 ...

Baird

PAM Client Service Associate

Milwaukee, WI · On-site

$14.25 - $19.75/hr

PAM Client Service Associate 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 ...

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

TalentLink Solutions

Client Service Associate

Brookfield, WI · On-site

$13.50 - $18.75/hr

Position Overview We are seeking a Client Service Associate to join our dedicated service center ... services preferred * Excellent attitude, professional demeanor, and an extraordinary client service ...

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 ...

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 ...

previous pagenext page

Showing results 21-40

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 Aug 17, 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, 77% Full Time, 19% Part Time, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $45,598 per year, or $21.9 per hour.

Client Service Associate

Russell Investments

Milwaukee, WI • On-site

$50K - $60K/yr

Full-time

Medical, Retirement, PTO

Posted 14 days ago

Job description

Salary Range:
$50,000 USD - $60,000 USD
Specific compensation will be based on candidate's experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments, salary is just one part of our compensation package. Our total rewards approach includes participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs. In addition, the successful candidate for this role has the ability to earn sales incentives based on activity, revenue, cashflow generation, or other performance criteria.
Job Description:
The primary purpose of this position is to be the first point of contact for existing and potential clients by answering inbound telephone calls and providing client service for products within US Advisor & Intermediary Solutions (AIS). The Client Service Associate (CSA) will be responsible for responding to fund-related questions and requests via inbound calls and the Russell website. The CSA associates generate several types of client-ready proposals and reports for both Russell sales teams and financial advisors. This person will provide support to both sales and operations through the process of opening, maintaining and closing PMA accounts. The CSA provides a high-quality service experience by assisting the sales teams with new and current relationships. While in this role, it is encouraged to acquire, develop and refine consultative, selling and relationship management skills. A potential path to a future Regional Consultant opportunity.
The responsibilities of the individual in this position include:
  • Reactive and proactive Client Support
  • Act as 1st tier resource for inbound general client calls
  • Act as primary point of contact on account service questions and inquiries using a variety of tools and escalate appropriately
  • Work with financial advisors, sponsors and account administrators to coordinate the account opening process and transactions of Russell Personalized Managed Accounts (PMA)
  • Identify and solve reconciliation questions around PMA
  • Understand plan administrator's tools, dashboards and systems regarding PMA
  • Professionally represent Russell Investments by promptly and accurately meeting the service needs of clients, vendors, and Russell Investments associates
  • Research distributor questions or inquiries using a variety of systems and resources, both internal and external
  • Accurately communicate and enforce all established policies and procedures designed to provide consistent, quality service to clients and limit financial risk to Russell Investments
  • Escalate operational, client service and technical issues as necessary
  • Demonstrating proficient Technical and Analytical Skills
  • Support internal sales team by creating proposals and performance reports and by fulfilling reactive client requests
  • Support the rollout, and upgrades, and provide in-depth knowledge of; Multi-Asset Portfolio Builder, Value of Tax Management Tool and Russell Investments website.
  • Ensure all client requests; issues, resolutions, and other relevant information are documented in the CRM system to ensure open communication and effective reporting
  • Document and update processes and procedures necessary to meet client needs
  • Provide fulfillment services for clients
  • Effectively Contribute to the Teamwork Environment
  • Escalate clients' calls to the appropriate regional service or sales team member when a sales opportunity is present or the inquiry requires more in-depth expertise
  • Seek ways to improve and enhance products/processes
  • Assist with sales team initiatives from a subject matter expert standpoint
  • Back-up associates during absences and heavy workload periods
  • Support the sales team in the achievement of department objectives
  • Responsible for sharing insight from financial professionals and demands in the investment marketplace to help bring new products or concepts to market, as well as timely communication
  • Maintain an Associate Regional Director and or Regional Director as a mentor for a meaningful period

The successful candidate will have extensive demonstrable skills and experiences including the following:
  • FINRA Series 7 and 63 & 65 (or 66) licenses preferred.
  • Bachelor's degree.
  • Demonstrate a passion and skill in the art of selling.
  • One or more years of client service and financial industry experience, including experience in an operations-based financial environment. Mutual fund experience is preferred.
  • Superior telephone answering skills, including a high comfort level with working with customers to resolve issues over the telephone.
  • Ability to thrive in a team environment.
  • Demonstrated outstanding client service and interpersonal skills.
  • Excellent listening, written, and verbal communication skills; ability to follow written procedures.
  • Capacity to establish and manage a process under deadlines.
  • Time management and organizational skills; managing multiple responsibilities and changing priorities.
  • Demonstrated proficient analytical and technical skills- working with various software products.
  • Demonstrated project management/participation skills

This role is not eligible for employment-based immigration sponsorship. Applicants must be legally authorized to work in the United States without employer sponsorship, now or in the future.
Equal Employment Opportunity
Russell Investments is committed to providing equal employment opportunities for all associates and employment applicants regardless of race, religion, ancestry, creed, color, gender (including gender identity which refers to a person's actual or perceived sex, and includes self-image, appearance, behavior or expression, whether or not different from that traditionally associated with a person's biological sex), age, national origin, citizenship status, disability, medical condition, military status, veteran status, marital status, sexual orientation, past or present unemployment status , or any other characteristic protected by law.

Apply