ZipRecruiter

Log In

1

Direct Client Virtual Assistant Jobs in Milwaukee, WI

Fleming's

Host

Brookfield, WI

... and direct the calls in a prompt and professional manner. Experience: * Minimum one year of ... virtual assistant Callie. We look forward to hearing from you!

Direct Supply

Executive Assistant

Milwaukee, WI

Direct Supply is building the future of healthcare technology with industry-leading products ... tools, cloud systems, and virtual collaboration platforms. * Strong written and verbal ...

Morgan Stanley

Client Relationship Analyst

Waukesha, WI · On-site

... assist with Firm services and solutions that support clients' needs including banking products and ... directed by local management EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or ...

next page

Showing results 1-20

All JobsDirect Client Virtual Assistant JobsDirect Client Virtual Assistant Jobs in Milwaukee, WI

Direct Client Virtual Assistant information

See Milwaukee, WI salary details

$11

$24

$33

How much do direct client virtual assistant jobs pay per hour?

As of Jun 9, 2026, the average hourly pay for direct client virtual assistant in Milwaukee, WI is $24.04, according to ZipRecruiter salary data. Most workers in this role earn between $20.14 and $27.02 per hour, depending on experience, location, and employer.

How does a Direct Client Virtual Assistant typically manage communication and collaboration with clients who work in different time zones?

As a Direct Client Virtual Assistant, managing communication across time zones is a common challenge. Most VAs use shared digital tools like project management platforms, cloud-based calendars, and messaging apps to stay organized and responsive. It's standard practice to establish overlapping 'core hours' for real-time communication and clarify expectations regarding response times. Regular check-ins and clear documentation help ensure tasks are completed smoothly, regardless of time differences. This approach fosters trust and reliable collaboration, even when working remotely for clients around the world.

What are Direct Client Virtual Assistants?

Direct Client Virtual Assistants are professionals who provide administrative, technical, or creative support to clients remotely, usually working directly for the client rather than through an agency. Their tasks may include scheduling, email management, research, data entry, and more, depending on the client’s needs. Working directly with clients allows Virtual Assistants to build stronger relationships and tailor their services to specific requirements. This role often requires excellent communication, organizational skills, and proficiency with digital tools.

What are the key skills and qualifications needed to thrive as a Direct Client Virtual Assistant, and why are they important?

To thrive as a Direct Client Virtual Assistant, you need strong organizational abilities, excellent written and verbal communication, and proficiency in administrative tasks, often supported by experience or a relevant certification. Familiarity with tools like Google Workspace, Microsoft Office, project management platforms (e.g., Asana, Trello), and communication systems such as Slack or Zoom is typically required. Outstanding time management, problem-solving, and interpersonal skills help you stand out in supporting clients remotely. These skills ensure tasks are completed efficiently, client needs are met proactively, and professional relationships are maintained, which is vital for client satisfaction and long-term success.
What are popular job titles related to Direct Client Virtual Assistant jobs in Milwaukee, WI? For Direct Client Virtual Assistant jobs in Milwaukee, WI, the most frequently searched job titles are:
What job categories do people searching Direct Client Virtual Assistant jobs in Milwaukee, WI look for? The top searched job categories for Direct Client Virtual Assistant jobs in Milwaukee, WI are:
What cities near Milwaukee, WI are hiring for Direct Client Virtual Assistant jobs? Cities near Milwaukee, WI with the most Direct Client Virtual Assistant job openings:
Direct Client Virtual Assistant jobs near you

Client Relationship Manager - Brookfield, WI

Charles Schwab Inc.

Brookfield, WI • On-site

$31.88 - $48.89/hr

Full-time

Posted 15 days ago

Job description

Your Opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As a Client Relationship Manager, (CRM), you play an essential and impactful leadership role that informs the daily operational success of the local branch. You are the first point of contact at the branch and will work cross-functionally with other branch team members and partners across the firm to deliver exceptional experiences for our clients. You will assist the Branch Manager and sales/support staff with meeting our clients' needs, resolving customer escalations, helping to deepen both internal and external client relationships, and acting as the Branch Manager in their absence. Your responsibilities also will include coordinating and maintaining the branch paperwork and operations flow, as well as implementing, training, and supporting new processes adopted by the firm. This is a role where you can bring your passion for mentorship and developing client service professionals to a firm that will value your contributions and champion your growth.
What you have
Required qualifications
  • Bachelor's degree or equivalent work-related experience
  • A valid and active Series 7 license required
  • A valid and active Series 63 license required (may be obtained within a 90 day condition of employment)
  • A valid and active Series 9/10 (8) license required (may be obtained within a 90 day condition of employment)
  • 3+ years' experience with customer service
  • 3-5 years in a security/financial services capacity

Preferred qualifications
  • Notary
  • 2+ years' experience in a management/supervisory capacity
  • Outstanding written and oral communication skills Previous experience in a direct client-facing role
  • Strong financial acumen, especially regarding brokerage regulations and rules that govern client accounts
  • Demonstrated experience handling client concerns and issues with tact and diplomacy
  • Ability to work independently and effectively as part of a team, while prioritizing multiple tasks and responsibilities simultaneously
  • Ability to build and maintain good cross-enterprise working relationships

Apply