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Financial Client Services Associate Jobs in Jacksonport, WI

SpartanNash Company

Service Associate

Frankfort, MI · On-site

$16.25 - $21.50/hr

Ensure that the shift contributes to the financial best interests of the store. Complete all other ... The associate is required to stand and walk for extended periods of time and may bend, stoop, twist ...

SpartanNash

Service Associate

Frankfort, MI

$16.25 - $21.50/hr

Ensure that the shift contributes to the financial best interests of the store. Complete all other ... The associate is required to stand and walk for extended periods of time and may bend, stoop, twist ...

Edward Jones

Branch Office Administrator

Peshtigo, WI · On-site

$18.25 - $18.75/hr

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ ... Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us ...

Edward Jones

Branch Office Administrator

Peshtigo, WI · On-site

$18.25 - $18.75/hr

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ ... Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us ...

Aramark

Food Service Manager

Marinette, WI · On-site

Deliver client and company financial targets * Adopt all Aramark processes and systems, understand performance metrics, data, order and inventory trends; educate teams on key levers to improve ...

Aramark

Food Service Manager

Marinette, WI · On-site

Deliver client and company financial targets * Adopt all Aramark processes and systems, understand performance metrics, data, order and inventory trends; educate teams on key levers to improve ...

Aramark

Food Service Manager

Marinette, WI

Deliver client and company financial targets * Adopt all Aramark processes and systems, understand performance metrics, data, order and inventory trends; educate teams on key levers to improve ...

Walmart

Seasonal Team Associate

Sturgeon Bay, WI · On-site

$15 - $28/hr

Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ... part-time associates in Walmart and Sam's Club facilities. Programs range from high school ...

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Financial Client Services Associate information

See Jacksonport, WI salary details

$13

$31

$65

How much do financial client services associate jobs pay per hour?

As of Jun 17, 2026, the average hourly pay for financial client services associate in Jacksonport, WI is $31.10, according to ZipRecruiter salary data. Most workers in this role earn between $20.10 and $33.46 per hour, depending on experience, location, and employer.

What are Financial Client Services Associates?

Financial Client Services Associates are professionals who provide support and assistance to clients of financial institutions or firms. They act as a primary point of contact for clients, helping with account inquiries, transactions, and resolving issues. Their role often involves processing paperwork, providing information about financial products, and ensuring a high level of customer satisfaction. They may also collaborate with financial advisors and other team members to deliver seamless client service. Strong communication and organizational skills are essential for success in this role.

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

To thrive as a Financial Client Services Associate, you need a solid understanding of finance, client account management, and a bachelor’s degree in business or a related field. Familiarity with CRM platforms, financial planning software, and regulatory compliance systems is typically required. Excellent interpersonal communication, attention to detail, and problem-solving skills help build strong client relationships and resolve issues effectively. These competencies are crucial to ensuring client satisfaction, regulatory adherence, and the smooth delivery of financial services.

What is the difference between Financial Client Services Associate vs Financial Advisor?

AspectFinancial Client Services AssociateFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like FINRA Series 6 or 7 may be preferredRequires FINRA Series 7, 63, or 65 licenses; often a bachelor's degree or higher
Work EnvironmentBanking or financial services firms; client support and administrative rolesIndependent or firm-based; client consultation and investment planning
Employer & Industry UsageCommon in banks, brokerages, and financial institutionsUsed across financial planning firms, banks, and independent practices

The main difference is that a Financial Client Services Associate primarily handles client support, administrative tasks, and account management, while a Financial Advisor provides personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and client-facing responsibilities.

How does a Financial Client Services Associate typically collaborate with financial advisors and other team members?

As a Financial Client Services Associate, you’ll work closely with financial advisors, portfolio managers, and administrative staff to support client needs. Your responsibilities often include preparing account documentation, responding to client inquiries, and ensuring the smooth execution of transactions. Regular communication and coordination are key, as you’ll often relay client information, help resolve issues, and assist in the onboarding of new clients. This collaborative environment not only helps build your industry knowledge but can also open up future advancement opportunities within the firm.
What cities near Jacksonport, WI are hiring for Financial Client Services Associate jobs? Cities near Jacksonport, WI with the most Financial Client Services Associate job openings:
Financial Client Services Associate jobs near you

Financial Client Associate

Benjamin F Edwards & Co

Sturgeon Bay, WI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 10 days ago

Job description

Financial Client Associate


Summary

The Financial Client Associate is a critical teammate in providing exceptional service and support to a Financial Advisor or team of Advisors and clients ensuring that all client’s needs are met in a timely and efficient manner. Financial Client Associates have the opportunity to shape the client experience in a way that delights those we provide service and drives trust and confidence and forging lifelong relationships.

Under direct supervision, the Financial Client Associate assists the Financial Advisor (s) by providing a wide variety of client-related activities, including but not limited to account opening, maintenance and research, maintaining client notes, greeting visitors, responding to phone and email inquiries, researching and resolving questions, coordinating appointments, implementing marketing and business plans, filing and record keeping in accordance with Compliance regulations by following policy and procedure. Partner closely with a Financial Advisor (s) to collaborate on delivering a seamless client experience.

Essential Duties/Responsibilities:

  • Serves as primary point of contact for clients and provides a high level of support; respond to client inquiries and ensure timely resolution.
  • Assist Financial Advisor(s) with opening new accounts and send required account and transaction documents to clients.
  • Research and resolve account problems, missing documents, etc. Identify errors and initiate corrective measures. Follow up and relay correct information to clients.
  • Create, prepare and review daily client reports and presentations for client meetings and/or for Financial Advisor(s). Maintain client notes and follow up on resulting action items, leveraging tools such as Salesforce, Orion and Microsoft Bookings, etc.
  • Assist in financial planning efforts by entering client data in MoneyGuidePro, financial planning software, and walking clients through account set up and review options in the client portal.
  • Perform tasks including but not limited to scanning and organizing documents, scheduling client meetings and calendar events, executing daily tasks and notification, preparing correspondence and assist with mailing and client requests.
  • Act as liaison between the Branch and Home Office for various projects and issues, such as technology needs, outside vendors, branch procedures, etc.
  • Assist Financial Advisor(s) with the prospecting of new clients through mailings and seminars.
  • Follow firm policies, procedures and maintain files in accordance with firm and regulatory guidelines.
  • Perform administrative duties as required by the Financial Advisor(s) or branch manager.
  • Provide backup support as required to other branch support personnel.
  • Perform other related duties as assigned.

Qualifications:

  • Proficient experience with Microsoft Office Suite and ability to learn other software and technology. Experience with Pershing/NetX360, Salesforce, Orion and MoneyGuidePro is a plus.
  • Professional presence with strong customer service and interpersonal skills experience
  • Detail oriented, excellent organization skills and able to manage a variety of tasks.
  • Ability to multi-task and work in a fast-paced, evolving environment; excellent time management skills.
  • Excellent communicator (oral and written) across a wide variety of communication channels (in-person, phone and virtually); solid interpersonal skills.
  • Ability to seek new ways to improve processes, suggest new ideas and approaches.
  • Exercise discretion in handling confidential information.
  • Perform other related duties as assigned.

Education and/or Work Experience:

  • Minimum Required: Bachelor’s Degree, and/or equivalent work experience
  • Minimum Required: 1+ year of work experience in customer or client services, preferably within the financial industry.

License/Registration:

  • N/A

Work Environment:

This position requires the ability to work in a stationary position for several hours at a time and the ability to lift up to 25 pounds, occasionally. Some filing is required. The work environment is an air-conditioned, smoke-free, office environment. This position routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.


About Benjamin F. Edwards

If you are interested in joining a firm that truly puts the interests of its advisors and clients first, you have come to the right place. Serving more than 300 advisors with over $50 billion in assets, Edwards has the scale our advisors expect and the ability to deliver the personal touch and concierge-level service our clients deserve.

We are a firm that values our legacy of family and colleagues and cherishes an environment where all succeed through collaborative support. To us, legacy is not only about the past - it is building an experience that prepares all of us, and our clients, for the future.

We invest in our team and recognize and appreciate the value of hard work. The rewards of the job are founded in the difference you will make in the lives of our clients and extend throughout a culture that inspires you to learn, grow, and be your best. Having fun is part of the firm’s mission statement.

We offer a comprehensive benefits package which includes health, dental, vision, 401(k), life insurance, disability, and paid time off.

Our client-first mission is grounded in the Golden Rule; when you join Benjamin F. Edwards you are well cared for, and we welcome all applicants with the skills, experience, and enthusiasm to do a great job regardless of race, color, religion, gender, sexual orientation, national origin, genetics, disability, age, or veteran status. Benjamin F. Edwards is an Equal Opportunity Employer.

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