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Financial Client Services Associate Jobs in Jacksonport, WI

H&R Block

Tax Associate

Sturgeon Bay, WI · On-site

$56K - $74K/yr

... client services-no prior tax experience required. With training and support from day one, you'll ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

H&R Block

Tax Associate

Marinette, WI · On-site

$53K - $71K/yr

... client services-no prior tax experience required. With training and support from day one, you'll ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

H&R Block

Tax Associate

Menominee, MI · On-site

$53K - $71K/yr

... client services-no prior tax experience required. With training and support from day one, you'll ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

C&S Wholesale Grocers Inc

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 · 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 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 ...

Walmart

Seasonal Team Associate

Sturgeon Bay, WI · On-site

$16 - $29/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 ...

Walmart

Food/Consumables Team Associate

Sturgeon Bay, WI · On-site

$16 - $29/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 ...

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 ...

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Financial Client Services Associate information

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$13

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$65

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

As of Aug 21, 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 is a financial client services associate?

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?

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.

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 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.

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

Tax Associate

H&R Block

Sturgeon Bay, WI • On-site

$56K - $74K/yr

Full-time

Posted 11 days ago

H&R Block rating

5.6

Company rating: 5.6 out of 10

Based on 290 frontline employees who took The Breakroom Quiz

146th of 151 rated financial services

Job description

About the Role
As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work directly with clients to gather information, prepare tax returns, and answer questions while building valuable skills and strong client relationships. You'll earn a competitive hourly rate, with opportunities to increase your earnings as you build tax knowledge and grow in the role. This role is in-person at a local H&R Block tax office.
  • Meet with clients to gather information and understand their tax situation
  • Prepare complete and accurate tax returns with training and support from experienced teammates
  • Explain tax information clearly and provide recommendations in a way clients can easily understand
  • Identify tax savings opportunities and recommend relevant products and services
  • Apply problem-solving skills to analyze client information and address questions or unique situations with guidance and available resources
  • Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach

Required Qualifications
  • Successful completion of the H&R Block Income Tax Course1
  • Experience interacting with customers or clients in a service-oriented environment
  • Strong communication skills, including explaining information clearly and asking questions to understand needs
  • Problem-solving skills, including organizing information and identifying solutions
  • Comfort using digital tools and systems included AI based tools like Copilot and ChatGPT
  • High school diploma / GED/ equivalent

Preferred Qualifications
  • Bachelor's degree in accounting, finance, or a related field
  • Experience in a client-facing or consultative role, such as financial advising, insurance, retail sales, or professional services
  • Experience asking questions and recommending solutions based on customer needs
  • Ability to work 15-35 hours per week, with availability up to 40 hours during peak periods
  • Availability to work evenings and weekends during tax season

Why work for us
At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.
That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.
1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
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About H&R Block

Sourced by ZipRecruiter

H&R Block's purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We've been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we've grown to have approximately 12,000 offices throughout the United States and around the world. We are a people company first and a tax company second. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it's how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it's all those things, and much more.

Industry

Accounting services, it services and finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Kansas City, MO, US

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