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Financial Client Services Associate Jobs in Jacksonport, WI

Five Below

Sales Associate

Marinette, WI

$12.75 - $17.25/hr

We're looking for candidates with a passion for delivering outstanding customer service while ... From health coverage to financial and personal wellness, we've got you covered-check it out today ...

Five Below

Sales Associate

Marinette, WI · On-site

$12.75 - $17.25/hr

We're looking for candidates with a passion for delivering outstanding customer service while ... From health coverage to financial and personal wellness, we've got you covered-check it out today ...

Walmart

Deli/Bakery Team Associate

Sturgeon Bay, WI · On-site

$17 - $30/hr

They engage with customers at the service counter and move incoming merchandise out to the ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

CVS Health

Store Associate

Menominee, MI · On-site

$15 - $19/hr

Providing differentiated customer service by anticipating customer needs, demonstrating compassion ... physical, emotional, and financial wellbeing of colleagues. Depending on hours worked and ...

CVS Health

Store Associate

Sturgeon Bay, WI · On-site

$15 - $19/hr

Providing differentiated customer service by anticipating customer needs, demonstrating compassion ... physical, emotional, and financial wellbeing of colleagues. Depending on hours worked and ...

CVS Health

Store Associate

Menominee, MI · On-site

$15 - $19/hr

Providing differentiated customer service by anticipating customer needs, demonstrating compassion ... physical, emotional, and financial wellbeing of colleagues. Depending on hours worked and ...

AutoZone

Retail Sales Associate - Part Time

Marinette, WI · On-site

$13.75 - $15.75/hr

Customer Service, ensuring that customers find the right parts and solutions for their automotive ... financial management. Keep store operations running smoothly. * Process Orientation & Safety ...

AutoZone

Retail Sales Associate - Part Time

Marinette, WI · On-site

$13.75 - $15.75/hr

Customer Service, ensuring that customers find the right parts and solutions for their automotive ... financial well-being. All AutoZoners (Full-Time and Part-Time): * Competitive pay * Unrivaled ...

InsuraTec

Sales Representative (Remote)

Marinette, WI · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Oversee client accounts to ensure high satisfaction and address needs promptly. * Client Relations

Careers - MBE CPAs

Staff Accountant

Sturgeon Bay, WI · On-site +1

$52K - $69K/yr

Assisting with analyzing client financial records to identify potential accounting and auditing ... Two-year accounting associate degree or 5 years of directly related accounting experience with a CP ...

MBE CPAs

Staff Accountant

Sturgeon Bay, WI · On-site

$52K - $69K/yr

Assisting with analyzing client financial records to identify potential accounting and auditing ... Two-year accounting associate degree or 5 years of directly related accounting experience with a CP ...

MBE CPAs

Staff Accountant

Sturgeon Bay, WI · On-site

$52K - $69K/yr

Assisting with analyzing client financial records to identify potential accounting and auditing ... Two-year accounting associate degree or 5 years of directly related accounting experience with a CP ...

MBE CPAs

Resource Manager

Sturgeon Bay, WI · On-site +1

... Client Accounting Services (CAS) teams. This is a highly strategic role focused on improving ... financial journeys. We expanded our services from just accounting and tax to now include an entire ...

MBE CPAs

Resource Manager

Sturgeon Bay, WI · On-site

... Client Accounting Services (CAS) teams. This is a highly strategic role focused on improving ... financial journeys. We expanded our services from just accounting and tax to now include an entire ...

Careers - MBE CPAs

Resource Manager

Sturgeon Bay, WI · On-site +1

... Client Accounting Services (CAS) teams. This is a highly strategic role focused on improving ... financial journeys. We expanded our services from just accounting and tax to now include an entire ...

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All JobsFinancial Client Services Associate JobsFinancial Client Services Associate Jobs in Jacksonport, WI

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
Member Service Representative

Member Service Representative

CoVantage Credit Union

Menominee, MI

$18 - $27.36/hr

Full-time

Posted 4 days ago

CoVantage Credit Union rating

8.6

Company rating: 8.6 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

Job description

Are you a compassionate and service-oriented individual looking to make a positive impact in your community while growing your career? Join our team as a Full-Time Member Service Representative at our Menominee branch. As the face of our credit union, you’ll build strong relationships with members while assisting with everything from opening accounts to applying for loans. We offer hands-on experience, ongoing training, and opportunities for professional growth within an organization committed to supporting both its members and employees.

CoVantage invests in our team members! The pay for this role is $18.00-27.36 per hour. Your starting pay rate will be based on your related experience and qualifications. You’ll also be eligible for the equivalent of an additional $16.00 per hour in benefits. Benefits include a 401k employer match of up to 200%, a bonus of annual salary up to 4%, a generous employer HSA contribution, and paid time off for community service.

*Based on an individual earning $18.25 per hour, electing specific benefit packages, and achieving full bonus.

Job Duties

  • Assists members in opening new accounts, processing transactions, applying for loans, and providing accurate information on various financial products and services
  • Demonstrates efficiency and professionalism to members by providing warm, welcoming, and personalized service to every member who visits or contacts the credit union
  • Provides members with information regarding credit union products and services and refers the member to the appropriate person or department if unable to provide the member with information requested
  • Understands and assesses members' financial needs to educate on and offer suitable products and services that align with their goals
  • Collaborates with other team members and departments to achieve organizational goals and maintain a positive and supportive work environment
  • Participates in community events and outreach programs to promote financial literacy and cultivate strong ties with local residents and organizations

This individual will work a varied schedule including working multiple Saturdays per month.

Qualifications

  • High school diploma or equivalent
  • Minimum 1 years' experience working in a financial institution or service or sales related capacity or Associate's Degree
  • Strong written and verbal communication skills with the ability to work in direct, professional contact with a wide variety of people on a daily basis
  • Exhibits above average performance accuracy, productivity, and member service
  • Is punctual and maintains a neat, professional appearance and demonstrates proper business telephone etiquette
  • Working knowledge of software programs such as Microsoft Office and Windows programs
  • Detailed knowledge of the credit union and its services
  • Bilingual fluency preferred, but not required


Branch Hours: Monday-Friday: 8:30 am to 5:00 pm, Saturday: 8:30 am to Noon

What CoVantage Credit Union employees say

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