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

Sun Life Financial

Senior Engagement Consultant

Milwaukee, WI · On-site +1

$81K - $121K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We have more than 6,400 employees and associates in our partner dental practices and operate ... Partner across Marketing, Product, Operations, IT, Data, Distribution, Client Success, Sales ...

Sun Life Financial

Senior Engagement Consultant

Milwaukee, WI · On-site +1

$81K - $121K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We have more than 6,400 employees and associates in our partner dental practices and operate ... Partner across Marketing, Product, Operations, IT, Data, Distribution, Client Success, Sales ...

Drake and Associates

Client Experience Specialist

Waukesha, WI · On-site

$17.75 - $22.25/hr

Client Experience Specialist Drake & Associates is a growing financial planning firm focused on ... overall success and continued growth of the business, allowing our Financial Advisors to remain ...

Drake & Associates

Client Experience Specialist

Waukesha, WI · On-site

$17.75 - $22.25/hr

Drake & Associates is a growing financial planning firm focused on delivering exceptional guidance ... overall success and continued growth of the business, allowing our Financial Advisors to remain ...

Drake and Associates

Client Experience Specialist

Waukesha, WI · On-site

$17.75 - $22.25/hr

Drake & Associates is a growing financial planning firm focused on delivering exceptional guidance ... overall success and continued growth of the business, allowing our Financial Advisors to remain ...

Vizance, Inc

Risk Management Client Service Advisor

Hartland, WI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Vizance has nearly 200 associates in 9 locations throughout Wisconsin and is among the top 1% of ... A supportive team environment that celebrates success * Opportunities for growth Requirements WHAT ...

Vizance

Risk Management Client Service Advisor

Hartland, WI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Vizance has nearly 200 associates in 9 locations throughout Wisconsin and is among the top 1% of ... Sponsored education opportunities * A supportive team environment that celebrates success

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Showing results 21-40

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 Aug 18, 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 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 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 August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 18% Part Time, and 5% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $52,209 per year, or $25.1 per hour.

Client Service Associate

TalentLink Solutions

Brookfield, WI • On-site

$26 - $28/hr

Full-time

Re-posted 16 days ago

Job description

We are a well-established and rapidly growing wealth management firm in western Milwaukee dedicated to helping individuals and families plan, invest, and enjoy life through comprehensive financial planning and personalized investment management. We emphasize a client-centric approach grounded in long-term relationships, thoughtful guidance, and a commitment to aligning financial decisions with what matters most to each client. As a firm, we believe that meaningful financial advice begins with understanding a client's goals and values, and that success comes from tailored planning, disciplined investing, and reliable, ongoing care. We support clients at every life stage, whether planning for retirement, managing investments, or building a legacy, to help provide clarity and confidence in their financial journey.
Position Overview
We are seeking a Client Service Associate to join our dedicated service center team. Supporting 12 Senior Advisors, their teams, and over $1 Billion in assets under management, the service center is a cohesive, collaborative, and well-oiled operation that manages all back-office support. This includes processing information updates, opening accounts, handling fund transfers and distributions, and ensuring accurate and timely completion of paperwork. While this role primarily interacts with internal team members, there will occasionally be a need to reach out to clients directly to verify information or follow up on outstanding items, such as completing forms or obtaining signatures. The ideal candidate has a keen eye for detail, genuinely enjoys helping others, and can work independently while thriving as part of a team. You are organized, enjoy processing requests and completing forms, and are a go-getter when it comes to follow-through. Details rarely slip past you, and you have a curiosity and enthusiasm for learning new technology and tools. For those who do not have prior experience in wealth management, we are prepared to train to get you up to speed and we just need you to bring your excitement and willingness to learn.
Responsibilities
  • Create and maintain accurate client records in the CRM system (Redtail), ensuring all confidential and required information is secure
  • Process client information changes, including names, addresses, beneficiaries, etc.
  • Prepare and submit required paperwork, obtain signatures, track applications, and coordinate rollovers for a smooth and organized account setup
  • Monitor account alerts and resolve issues when paperwork or requests need correction
  • Follow up on outstanding paperwork and resolve issues on incomplete items
  • Handle client fund transfers, including wires, ACHs, checks, and internal transfers
  • Assist with required retirement distributions and track completion
  • Communicate with our broker/dealer and other vendors as needed
  • Follow, manage, and monitor task list, effectively prioritizing time-sensitive requests or issues
  • Additional tasks may arise in the course of your work, we are always eager to support each other for the greater good of the client and team

Qualifications
  • High school diploma or equivalent; Bachelor's degree highly preferred
  • 2-3 years of proven experience in a professional office or administrative setting required; experience in financial services preferred
  • Excellent attitude, professional demeanor, and an extraordinary client service orientation
  • Task orientated, ability to multitask, prioritize, and manage multiple requests
  • High level of confidentiality with a strong attention to detail
  • Excellent organizational and time management skills and strong documentation habits
  • Exceptional written and verbal communication skills
  • Strong with technology and aptitude to learn new software programs
  • Ability to work independently and as part of a team
  • Demonstrates a high degree of self-motivation and possesses a sense of urgency

Apply