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Client Success Associate Jobs in Milwaukee, WI (NOW HIRING)

Drake & Associates

Client Success Specialist

Waukesha, WI · On-site

Salary: $40,000 base salary + commission (strong earning potential) Drake & Associates is an ... About This Opportunity The Client Success Specialist (Dreamweaver) is responsible for strengthening ...

Apply Early

Stifel

Client Service Associate - NR

Waukesha, WI · On-site

$14.50 - $20/hr

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 ...

Stifel

Client Service Associate - NR

Mequon, WI · On-site

$13 - $17.75/hr

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 ...

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

Waukesha, WI · On-site

$14.50 - $20/hr

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 · On-site

$13 - $17.75/hr

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 · On-site

$13 - $17.75/hr

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

Waukesha, WI · On-site

$14.50 - $20/hr

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 ...

Elevare Branding

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 ...

Apply Early

Alphabe Insight Inc

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 ...

TalentLink Solutions

Client Service Associate

Brookfield, WI · On-site

$13.50 - $18.75/hr

... that success comes from tailored planning, disciplined investing, and reliable, ongoing care. We ... Position Overview We are seeking a Client Service Associate to join our dedicated service center ...

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Showing results 1-20

All JobsClient Success Associate JobsClient Success Associate Jobs in Milwaukee, WI

Client Success Associate information

See Milwaukee, WI salary details

$18.2K

$52.2K

$91.6K

How much do client success associate jobs pay per year?

As of Jul 3, 2026, the average yearly pay for client success associate in Milwaukee, WI is $52,209.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,400.00 and $64,500.00 per year, depending on experience, location, and employer.

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 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.

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 are the key skills and qualifications needed to thrive as a Client Success Associate, and why are they important?

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.
What are the most commonly searched types of Client Success jobs in Milwaukee, WI? The most popular types of Client Success jobs in Milwaukee, WI are:
What are popular job titles related to Client Success Associate jobs in Milwaukee, WI? For Client Success Associate jobs in Milwaukee, WI, the most frequently searched job titles are:
What job categories do people searching Client Success Associate jobs in Milwaukee, WI look for? The top searched job categories for Client Success Associate jobs in Milwaukee, WI are:
Client Success Associate jobs near you
Infographic showing various Client Success Associate job openings in Milwaukee, WI as of June 2026, with employment types broken down into 72% Full Time, 22% Part Time, 1% Temporary, and 5% Contract. Highlights an 88% Physical, 2% Hybrid, and 10% Remote job distribution, with an average salary of $52,209 per year, or $25.1 per hour.

Client Success Specialist

Drake and Associates

Waukesha, WI • On-site

Full-time

Posted 13 days ago

Job description

Drake & Associates is an independent financial planning firm dedicated to helping families retire with confidence and clarity. We are known for our integrity, education-first approach, and commitment to delivering an exceptional client experience.


Our culture is built on core values including Ultimate Client Experience, Extreme Ownership, Entrepreneurial Spirit, and Respect the Family. We believe in doing the right thing, supporting one another, and taking pride in the impact we make every day.


About This Opportunity

The Client Success Specialist ("Dreamweaver") is responsible for strengthening relationships with existing clients after they meet with a Financial Advisor. This role does not involve selling, prospecting, or cold outreach. Instead, you will focus on thoughtful follow-up, personalized communication, and exceptional service that reinforces value, clarifies next steps, and creates memorable "wow" moments. Your primary objective is to generate consistent referrals by delivering an outstanding post-meeting experience that builds trust and enthusiasm.


The ideal candidate is warm, detail-oriented, highly organized, and takes pride in follow-through - someone who enjoys building meaningful relationships while operating within structured systems and processes.


How You'll Make an Impact

  • Follow up with clients after advisor strategy meetings via phone and/or in-person touchpoints to reinforce value, confirm next steps, and ensure an outstanding experience
  • Confidently and consistently obtain referrals (3 per week) in a manner that is professional, natural, and aligned with the Drake brand
  • Gather and manage client reviews, including timing outreach appropriately, following up, and tracking progress through completion
  • Identify service opportunities or concerns during follow-ups, coordinate internal resolution, and escalate when necessary to protect the client experience
  • Support the Marketing team in the planning and execution of client events (invitations, confirmations, reminders, hospitality/logistics, and post-event follow-up)
  • Execute client "wow" initiatives, including personalized gifts and surprise-and-delight moments tied to milestones, anniversaries, and key client moments
  • Track all client outreach, outcomes, and next steps accurately in Salesforce, leveraging ActiveCampaign to support consistent communication workflows
  • Maintain awareness of upcoming events, campaigns, client milestones, and marketing initiatives to align follow-ups, gifting, and outreach with the broader client experience strategy


What We're Looking For

  • Bachelor's degree preferred
  • 2+ years of experience in client success, relationship management, hospitality-level service, marketing support, or a client-facing role in a professional services environment (financial services a plus)
  • Excellent communication skills; both verbal and written (comfortable on phone and in-person)
  • Exceptionally detail-oriented and highly organized; able to manage multiple client follow-ups, events, and initiatives without missing steps
  • Proficient with Google Suite
  • Experience with Salesforce and/or ActiveCampaign preferred (or similar CRM/marketing automation tools), but not required


Compensation Structure

This role provides a base salary along with a highly competitive commission structure that rewards strong performance, meaningful results, and contributions to our shared success.

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