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Client Success Associate Jobs in Wisconsin (NOW HIRING)

LPL Financial

Part-Time Client Service Associate

Hudson, WI · On-site

$23.52 - $39.17/hr

  • Medical

  • Retirement

  • PTO

... success while helping clients pursue their financial goals. Job Overview: The Client Service ... Associate or bachelor's degree, preferably in business, accounting or finance. #LI-Onsite Pay Range ...

LPL Financial

Part-Time Client Service Associate

Hudson, WI

$23.52 - $39.17/hr

  • Medical

  • Retirement

  • PTO

... success while helping clients pursue their financial goals. Job Overview: The Client Service ... Associate or bachelor's degree, preferably in business, accounting or finance. #LI-Onsite Pay Range ...

RBC

Client Associate

Green Bay, WI · On-site

Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and ... success that is mutual. * A comprehensive Total Rewards Program including bonuses and flexible ...

Stifel

Client Service Associate - NR

Mequon, WI · On-site

$13 - $17.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Let's talk about how you can find your place here at Stifel, where success meets success . The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and ...

Elevance Health

Product Manager

Waukesha, WI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

You will partner closely with Engineering, Clinical, Operations, and Client Success teams to ... This role enables associates to work virtually full-time, with the exception of required in-person ...

Alphabe Insight

Client Service Associate

Milwaukee, WI · On-site

$14.25 - $19.75/hr

We foster a collaborative environment where ideas are valued, talent is developed, and success is shared. We are seeking a detail-oriented and client-focused Client Service Associate to join our ...

Stifel

Client Service Associate - NR

Mequon, WI · On-site

$13 - $17.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Let's talk about how you can find your place here at Stifel, where success meets success . What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s ...

Stifel

Client Service Associate - NR

Mequon, WI

$13 - $17.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Let's talk about how you can find your place here at Stifel, where success meets success . What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s ...

J. J. Keller

Customer Success Specialist

Neenah, WI · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Client Service Employment Type: Full-Time Work Options: In Office / Partial Remote from Neenah ... Free Onsite Wellness Clinic for those associates near our corporate office + free telehealth ...

Royal Bank of Canada

Client Associate

Green Bay, WI · On-site

As a Client Associate/Registered Client Associate, become a trusted resource to our clients ... success that is mutual. * A comprehensive Total Rewards Program including bonuses and flexible ...

Trust Point Inc.

Client Service Associate

La Crosse, WI · On-site

$14.25 - $19.75/hr

  • Retirement

Our success is a direct result of the caliber of the team we recruit. We value each of our staff ... A DAY IN THE LIFE OF A CLIENT SERVICE ASSOCIATE As a Client Service Associate, you arrive each day ...

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Showing results 41-60

All JobsClient Success Associate JobsClient Success Associate Jobs in Wisconsin

Client Success Associate information

See Wisconsin salary details

$18.7K

$53.5K

$93.9K

How much do client success associate jobs pay per year?

As of Aug 18, 2026, the average yearly pay for client success associate in Wisconsin is $53,487.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,400.00 and $66,100.00 per year, depending on experience, location, and employer.

What does a Client Success Associate do?

A Client Success Associate is responsible for ensuring that clients have a positive experience with a company’s products or services. They act as a primary point of contact for clients, helping with onboarding, addressing concerns, and providing ongoing support. Their goal is to build strong relationships, increase customer satisfaction, and help clients achieve their desired outcomes. They may also collaborate with sales, product, and support teams to resolve issues and identify opportunities for improving the client experience.

What are the key skills and qualifications needed to thrive as a Client Success Associate?

To thrive as a Client Success Associate, you need strong relationship-building abilities, problem-solving skills, and a background in business or communications, often supported by a bachelor's degree. Familiarity with customer relationship management (CRM) tools like Salesforce or HubSpot and proficiency with data tracking systems are typically required. Exceptional communication, active listening, and adaptability help professionals stand out in this client-facing role. These skills and qualities are vital for fostering client satisfaction, resolving issues efficiently, and supporting long-term business growth.

How does a Client Success Associate typically collaborate with other departments to address client needs?

As a Client Success Associate, you'll frequently collaborate with teams such as Sales, Product, and Support to ensure client satisfaction and resolve issues efficiently. This often involves participating in cross-functional meetings, relaying client feedback to relevant departments, and coordinating solutions for complex client requests. Effective communication and teamwork are essential, as you'll act as a bridge between clients and internal teams to ensure expectations are met and ongoing improvements are made.

What is the difference between Client Success Associate vs Customer Support Specialist?

AspectClient Success AssociateCustomer Support Specialist
Required CredentialsTypically a bachelor's degree; experience in customer relationsOften a high school diploma or associate degree; training provided
Work EnvironmentProactive engagement, building long-term client relationshipsReactive support, resolving immediate customer issues
Employer & Industry UsageCommon in SaaS, tech, and service industriesWidespread across retail, telecom, and tech sectors

The main difference is that a Client Success Associate focuses on proactive relationship management and ensuring client satisfaction over time, while a Customer Support Specialist primarily handles reactive problem-solving and technical issues. Both roles require strong communication skills but serve different stages of the customer journey.

What are the most commonly searched types of Client Success jobs in Wisconsin?

The most popular types of Client Success jobs in Wisconsin are:

What are popular job titles related to Client Success Associate jobs in Wisconsin?

For Client Success Associate jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Client Success Associate jobs in Wisconsin look for?

The top searched job categories for Client Success Associate jobs in Wisconsin are:

What cities in Wisconsin are hiring for Client Success Associate jobs?

Cities in Wisconsin with the most Client Success Associate job openings:

Client Success Associate jobs near you
Infographic showing various Client Success Associate job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 16% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $53,487 per year, or $25.7 per hour.

Part-Time Client Service Associate

LPL Financial

Hudson, WI • On-site

$23.52 - $39.17/hr

Part-time

Medical, Retirement, PTO

Re-posted 9 days ago

LPL Financial rating

7.4

Company rating: 7.4 out of 10

Based on 72 frontline employees who took The Breakroom Quiz

117th of 150 rated financial services

Job description

Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview:
The Client Service Associate plays a crucial role in supporting financial advisors and ensuring an exceptional client experience. This position is responsible for administrative tasks, client relationship management, and operational support within the branch office. The ideal candidate is highly organized, detail oriented, and able to handle multiple responsibilities while maintaining a professional and client focused approach.
Responsibilities:
  • Serve as the first point of contact for clients, providing friendly and professional assistance via phone, email and in person.
  • Schedule and confirm client meetings, prepare necessary documentation, and assist with follow-ups.
  • Address general client inquires related to account maintenance, statements, and online access.
  • Ensure timely and accurate processing of client requests, such as beneficiary updates, address changes, RMDs, and account transfers.
  • Maintain strict confidentiality regarding client information and adhere to compliance guidelines.
  • Manage calendars, coordinate appointments, and organize client review meetings for financial advisors.
  • Prepare, proofread, and distribute reports, presentations and correspondence.
  • Maintain and update client records in the firm's CRM system, ensuring data accuracy.
  • Handle incoming and outgoing mail, including scanning and filing important documents.
  • Order office supplies and assist with general office upkeep.
  • Process new account paperwork, ensuring all required documentation is completed and compliant.
  • Assist in maintaining compliance records, ensuring adherence to FINRA, SEC and firm policies.
  • Support the team in monitoring client accounts for accuracy and resolving administrative issues.
  • Coordinating with custodians, fund companies, and other financial institutions to process transactions and resolve client account issues.
  • Assist in organizing client appreciation events, webinars, and educational seminars.
  • Help manage social media updates, newsletters, and other client communication initiatives.

What are we looking for?
We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements:
  • Ability to work part-time on-siteMonday - Thursday 8:00 - 2:00, with some flexibility as needed.
  • Strong organizational skills with a keen attention to detail.
  • Excellent verbal and written communication skills.
  • Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
  • Ability to learn and use CRM systems.
  • Strong problem-solving skills, and the ability to work both independently and with a team.
  • High level of professionalism, discretion, and ethical conduct.

Preferences:
  • Associate or bachelor's degree, preferably in business, accounting or finance.

#LI-Onsite
Pay Range:
$23.52-$39.17/hour
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit www.lpl.com.
Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at (855) 575-6947.
EAC 5.19.26

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