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Financial Client Services Associate Jobs in Jacksonport, WI

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DELI/ASST DEPT LEADER

Sturgeon Bay, WI

$15.50 - $21.25/hr

... Associate Well-Being, including Physical, Emotional, Financial and more. We'll help you thrive ... service. * Emotional and financial support with free counseling through our Employee Assistance ...

MBE CPAs

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 ...

MBE CPAs

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 ...

Careers - MBE CPAs

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 ...

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GROCERY/ASST DEPT LEADER

Sturgeon Bay, WI · On-site

$15.25 - $18.25/hr

... associates; perform production and customer service functions; maximize store sales and profits ... Emotional and financial support with free counseling through our Employee Assistance Program and ...

All American Dream Homes

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Administrative Sales Assistant

Peshtigo, WI · On-site

$19 - $23/hr

Manage customer communications and follow-ups to maintain strong client relationships * Process ... Associate Degree in Business Administration or related field * Proficient with CRM software ...

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Bakery/Deli Clerk

Sturgeon Bay, WI · On-site

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 ...

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MEAT/CLERK

Sturgeon Bay, WI · On-site

$13.50 - $16.50/hr

... Associate Well-Being, including Physical, Emotional, Financial and more. We'll help you thrive ... Experience in grocery retail and customer service. * Wait on customers and counter promptly and ...

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PRODUCE/CLERK

Sturgeon Bay, WI

$14.50 - $17.25/hr

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 ...

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Courtesy Clerk/Grocery Bagger

Sturgeon Bay, WI · On-site

$12 - $16/hr

... Associate Well-Being, including Physical, Emotional, Financial and more. We'll help you thrive ... Customer Service skills * Effective communication skills Desired Previous Job Experience * Retail ...

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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
Branch Office Administrator - Peshtigo, WI

Branch Office Administrator - Peshtigo, WI

Edward Jones Careers

Peshtigo, WI

$18.25 - $18.75/hr

Other

Posted 14 days ago

Edward Jones rating

8.2

Company rating: 8.2 out of 10

Based on 250 frontline employees who took The Breakroom Quiz

49th of 138 rated financial services

Job description

If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors.  We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.
Role Summary:
As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients.  You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience.  This is a fantastic opportunity to grow your career in a dynamic and rewarding environment.
We'll give you the support you need. Our team will be there every step of the way, providing:

  • Comprehensive 6-month training including an experienced peer to help mentor you
  • A wide support network that extends from your branch office to your region to the home office
  • You'll often work independently but will have a team of thousands backing you every step of the way
Can you see yourself...
  • Delivering exceptional personalized service to ensure clients feel understood and informed
  • Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
  • Actively listen for situations in the clients' lives that may indicate a need for additional services
  • Driving marketing activities such as planning and executing events

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