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Customer Operations Associate Jobs in Milwaukee, WI

Heckmann Financial

Operations Associate

Delafield, WI · On-site

The Operations Associate plays a key role in ensuring smooth day-to-day operations and delivering a ... CRM tasks, emails, calls, and incoming requests · Coordinate medical/paramedical exams and ...

Wisconsin

Operations Associate

Kenosha, WI · On-site

$15/hr

They will monitor the building activities, assist customers, and provide technical services for events and setup/tear down equipment to those using the facilities. The Operations Associate needs to ...

Factory Motor Parts

Operations Associate

Waukesha, WI · On-site

We are looking for an energetic and highly-motivated Operations Associate who is interested in ... Accurately pull customer orders * Participate in inventory cycle counts * Stock shelves as ...

ULINE

Finance Operations Associate

Milwaukee, WI · On-site

As a Finance Operations Associate on Uline's Finance team, you'll work with customers to keep accounts running smoothly and support essential tax processes. If you're eager to learn, we will train ...

ULINE

Finance Operations Associate

Kenosha, WI · On-site

As a Finance Operations Associate on Uline's Finance team, you'll work with customers to keep accounts running smoothly and support essential tax processes. If you're eager to learn, we will train ...

Maersk

Operations Associate

Oak Creek, WI

Our focus on our people is what sets us apart and keeps our customers coming back to work with us ... Fulfillment & Logistics Operations Execution includes roles that manage and execute inventory ...

Carmax

Business Operations Associate

Kenosha, WI

$15.50 - $23.30/hr

This role combines exceptional customer service, attention to detail, and strong organizational ... Train and mentor new associates and support store operations by assisting multiple departments and ...

Gopuff

Operations Associate, Milwaukee, #136

Milwaukee, WI · On-site

$13.85/hr

Gopuff is looking for Operations Associates (OAs) to join the operations team. Directly reporting ... Customers turn to Gopuff to provide their everyday essentials--day and night, rain or shine. We're ...

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All JobsCustomer Operations Associate JobsCustomer Operations Associate Jobs in Milwaukee, WI

Customer Operations Associate information

See Milwaukee, WI salary details

$9

$25

$49

How much do customer operations associate jobs pay per hour?

As of Aug 26, 2026, the average hourly pay for customer operations associate in Milwaukee, WI is $25.33, according to ZipRecruiter salary data. Most workers in this role earn between $16.59 and $27.02 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a customer operations associate?

To thrive as a Customer Operations Associate, you need strong problem-solving abilities, attention to detail, and familiarity with customer service processes, often supported by a bachelor’s degree or relevant experience. Proficiency with customer relationship management (CRM) software, ticketing systems, and basic office tools like spreadsheets is typically required. Excellent communication, patience, and a proactive attitude are essential soft skills for effectively addressing customer needs and collaborating with internal teams. These skills and qualities are crucial for ensuring customer satisfaction, efficient operations, and high-quality service delivery.

What are some common challenges faced by customer operations associates, and how can they be managed?

Customer Operations Associates often encounter challenges such as managing high volumes of customer inquiries, addressing complex or sensitive issues, and adapting to frequently changing procedures or technologies. Staying organized, maintaining clear communication, and proactively collaborating with team members can help manage these challenges effectively. Many organizations also provide ongoing training and support, enabling associates to continually develop their problem-solving and customer service skills.

What is the difference between Customer Operations Associate vs Customer Service Representative?

AspectCustomer Operations AssociateCustomer Service Representative
Primary FocusHandling operational processes, order management, and backend supportAssisting customers directly with inquiries, complaints, and product information
Required SkillsProcess management, technical proficiency, problem-solvingCommunication skills, empathy, product knowledge
Work EnvironmentBackend teams, cross-departmental collaborationFrontline customer interaction, call centers, retail
Common UsageIn logistics, e-commerce, SaaS companiesIn retail, telecom, service industries

The Customer Operations Associate primarily manages backend processes and operational tasks, while the Customer Service Representative focuses on direct customer interactions. Both roles are essential in customer support but differ in their scope and daily responsibilities.

What does a customer operations associate do?

A customer operations associate is responsible for managing customer accounts, resolving issues, and ensuring a positive experience. They often use customer relationship management (CRM) tools and communicate via phone, email, or chat to support clients and coordinate internal processes.

What is a customer operations associate?

A customer operations associate is responsible for managing customer accounts, resolving issues, and ensuring smooth service delivery. They often use customer relationship management (CRM) tools and require strong communication and problem-solving skills to support customer satisfaction and retention.

What is the role of a customer operations associate?

A customer operations associate is responsible for managing customer accounts, resolving issues, and ensuring a positive customer experience. They often use customer relationship management (CRM) tools and require strong communication and problem-solving skills to support business operations effectively.

What are the most commonly searched types of Customer Operations jobs in Milwaukee, WI?

The most popular types of Customer Operations jobs in Milwaukee, WI are:

What are popular job titles related to Customer Operations Associate jobs in Milwaukee, WI?

For Customer Operations Associate jobs in Milwaukee, WI, the most frequently searched job titles are:

What job categories do people searching Customer Operations Associate jobs in Milwaukee, WI look for?

The top searched job categories for Customer Operations Associate jobs in Milwaukee, WI are:

What cities near Milwaukee, WI are hiring for Customer Operations Associate jobs?

Cities near Milwaukee, WI with the most Customer Operations Associate job openings:

Customer Operations Associate jobs near you
Infographic showing various Customer Operations Associate job openings in Milwaukee, WI as of August 2026, with employment types broken down into 79% Full Time, 14% Part Time, and 7% Contract. Highlights an 93% In-person, and 7% Hybrid job distribution, with an average salary of $52,686 per year, or $25.3 per hour.

Operations Associate

Heckmann Financial

Delafield, WI • On-site

Other

Medical, Dental, Vision, Retirement, PTO

Posted 26 days ago

Job description

Adam Goetzka's growing financial planning and wealth management practice that puts clients first and delivers comprehensive financial planning solutions. We're seeking a detail-oriented Operations Associate to help support our Wealth Management Team and enhance the overall client experience.


Role Overview:

  • The Operations Associate plays a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience. This position requires accuracy, organization, and a proactive mindset.


Key Responsibilities:

· Prepare and process paperwork for insurance, investment, and advisory accounts

· Handle client service requests (address updates, banking changes, loan inquiries, etc.)|

· Manage workflow across CRM tasks, emails, calls, and incoming requests

· Coordinate medical/paramedical exams and underwriting requirements

· Monitor case progress and follow up on outstanding items

· Maintain accurate client records across systems

· Follow up with clients on documentation, payments, and scheduling meetings

· Process returned documents (contracts, applications, transfers)

· Support internal operations projects and team initiatives

· Build strong knowledge of firm services, philosophy, and solutions


What We're Looking For:

· Strong customer service and administrative skills

· Excellent communication and a positive, "can-do" attitude

· High attention to detail and strong organizational ability

· Analytical thinking and problem-solving skills

· Ability to manage multiple priorities and meet deadlines

· Willingness to learn and grow within the role


Qualifications:

· Insurance or financial services experience (NM preferred)



Benefits:

· Dental insurance

· Health insurance

· Vision insurance

· Simple IRA matching

· Paid time off


Values:


  • Hungry

Demonstrates a strong drive to achieve meaningful results through initiative, persistence, and a commitment to continuous growth. A hungry individual embraces challenges, proactively seeks opportunities, and consistently strives to exceed expectations while maintaining a client-first mindset.


  • Humble

Approaches every interaction with respect, self-awareness, and a willingness to learn. Humble team members value collaboration, welcome feedback, celebrate the success of others, and prioritize the team’s accomplishments over individual recognition.


  • Smart

Exhibits sound judgment, emotional intelligence, and the ability to communicate effectively. Being smart means understanding people, asking thoughtful questions, solving problems strategically, and building strong relationships with clients, advisors, and colleagues.


  • Accountable

Take ownership of responsibilities, follows through on commitments, and delivers on promises with integrity. Accountable individuals accept responsibility for both successes and challenges, maintain high standards, and consistently act in the best interest of clients and the organization.


Growth:


  • With success and time could move into a Director of Operations and/or COO


Apply