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Financial Client Services Associate Jobs in Jacksonport, WI

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 ...

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 ...

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

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 ...

Manage and lead a team of associates, including hiring and training new employees. * Ensuring that ... The ability to manage in a diverse environment with a strong focus on client and customer services ...

Manage and lead a team of associates, including hiring and training new employees. * Ensuring that ... The ability to manage in a diverse environment with a strong focus on client and customer services ...

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 ...

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 ...

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 ...

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

Tax Manager

Sturgeon Bay, WI · On-site +1

$106K - $139K/yr

... financial work is produced and delivered to client within expected timelines. This includes ... We expanded our services from just accounting and tax to now include an entire affiliate group of ...

Tax Manager

Sturgeon Bay, WI · On-site

$106K - $139K/yr

... financial work is produced and delivered to client within expected timelines. This includes ... We expanded our services from just accounting and tax to now include an entire affiliate group of ...

Tax Manager

Sturgeon Bay, WI · On-site +1

$106K - $139K/yr

... financial work is produced and delivered to client within expected timelines. This includes ... We expanded our services from just accounting and tax to now include an entire affiliate group of ...

Embrace the Customer 1st strategy and encourage associates to deliver excellent customer service ... Emotional and financial support with free counseling through our Employee Assistance Program and ...

Showing results 21-40

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 Aug 22, 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:

Associate Veterinarian - Marinette, WI

Desort

Marinette, WI • On-site

Other

Medical, Dental, Vision, Retirement

Re-posted 26 days ago


Job description

Associate Veterinarian -- Marinette, WI
A growing veterinary practice is seeking a compassionate and dedicated Associate Veterinarian to join its collaborative team. This role provides an opportunity to deliver high-quality medical and surgical care while building lasting relationships with pet owners and supporting the health and well-being of companion animals.
Responsibilities
  • Perform comprehensive examinations and diagnose illnesses and injuries in companion animals
  • Develop and implement treatment plans based on patient needs and clinical findings
  • Operate diagnostic equipment, collect laboratory samples, and interpret diagnostic results
  • Provide preventive care services, including wellness examinations and client education
  • Perform surgical and dental procedures as appropriate
  • Prescribe medications and monitor patient response to treatment
  • Counsel pet owners on preventive healthcare, treatment options, and end-of-life care decisions
  • Maintain accurate and complete medical records
  • Collaborate with veterinary technicians and support staff to deliver exceptional patient care
  • Ensure compliance with veterinary standards, regulations, and ethical practices
Qualifications
  • Doctor of Veterinary Medicine (DVM) or Veterinary Medical Doctor (VMD) degree from an accredited institution
  • Current veterinary license or eligibility for licensure in the state of practice
  • Eligibility to obtain applicable controlled substance registrations as required
  • Strong clinical, communication, and interpersonal skills
  • Commitment to compassionate, patient-centered veterinary care
  • Ability to work collaboratively in a team-oriented environment
  • New graduates and experienced veterinarians are encouraged to apply
Benefits
  • Competitive compensation
  • Health, dental, and vision insurance
  • Retirement savings opportunities
  • Continuing education and licensure reimbursement
  • Flexible scheduling options
  • Employee assistance and wellness programs
  • Professional development and career growth opportunities
  • Relocation assistance available

How to Apply
Veterinarians interested in this leadership opportunity are encouraged to send their resume to:
Careers@desortstaffing.com
Please complete the online application to be considered.
For more information, please contact:
Sam Ortiz
Senior Talent Acquisition Specialist
(954) 323-4373
Careers@desortstaffing.com
Equal Opportunity Employer
This veterinary organization is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration regardless of race, color, religion, sex, national origin, disability, or veteran status.