ZipRecruiter

Log In

1

Financial Client Services Associate Jobs in Madison, WI

NFP Corp

Associate, Client Service

Madison, WI

$50K - $58K/yr

The Client Service Associate supports advisor teams and clients through account operations ... Relevant experience in financial services or a related industry * Strong computer skills, including ...

NFP Corp

Associate, Client Service

Madison, WI · On-site

$50K - $58K/yr

The Client Service Associate supports advisor teams and clients through account operations ... Relevant experience in financial services or a related industry * Strong computer skills, including ...

NFP Corp

Associate, Client Service

Madison, WI · On-site

$50K - $58K/yr

The Client Service Associate supports advisor teams and clients through account operations ... Relevant experience in financial services or a related industry * Strong computer skills, including ...

NFP Corp

AVP, Client service

Madison, WI · On-site

... services-empowering clients to navigate complexity with clarity and confidence. With over 1,200 ... Wealthspire is redefining the future of financial solutions through collaboration, scale, and a ...

NFP Corp

AVP, Client service

Madison, WI

... services--empowering clients to navigate complexity with clarity and confidence. With over 1,200 ... Wealthspire is redefining the future of financial solutions through collaboration, scale, and a ...

NFP Corp

AVP, Client service

Madison, WI · On-site

... services-empowering clients to navigate complexity with clarity and confidence. With over 1,200 ... Wealthspire is redefining the future of financial solutions through collaboration, scale, and a ...

Choreo

Client Service Associate

Madison, WI

$14.50 - $20.25/hr

As a Client Service Associate, you will be responsible for managing client communications and ... Experience of 3 or more years in a Wealth Management, Tax, or Financial Services related industry

Madison College

Food Services Associate - Truax

Madison, WI · On-site

$20.14 - $21.65/hr

The Food Services Associate , who reports to the Executive Chef, plays a key role in creating innovating menu ideas and service strategies to enhance operational efficiency. Responsibilities include ...

next page

Showing results 1-20

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

Financial Client Services Associate information

See Madison, WI salary details

$14

$32

$68

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

As of Jul 31, 2026, the average hourly pay for financial client services associate in Madison, WI is $32.21, according to ZipRecruiter salary data. Most workers in this role earn between $20.82 and $34.62 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 are popular job titles related to Financial Client Services Associate jobs in Madison, WI? For Financial Client Services Associate jobs in Madison, WI, the most frequently searched job titles are:
What job categories do people searching Financial Client Services Associate jobs in Madison, WI look for? The top searched job categories for Financial Client Services Associate jobs in Madison, WI are:
What cities near Madison, WI are hiring for Financial Client Services Associate jobs? Cities near Madison, WI with the most Financial Client Services Associate job openings:
Financial Client Services Associate jobs near you
Infographic showing various Financial Client Services Associate job openings in Madison, WI as of July 2026, with employment types broken down into 1% As Needed, 69% Full Time, 26% Part Time, 1% Temporary, and 3% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $66,989 per year, or $32.2 per hour.

Client Services Associate I - Wealth Management Department

UW Credit Union

Madison, WI • On-site

$25.46/hr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 17 days ago

Job description

UW Credit Union is hiring a Client Services Associate I to join our Wealth Management team in Madison!

Do you have a passion for providing exceptional customer service and delivering quality? Do you have strong organizational, verbal, and written communication skills? Are you looking for an opportunity that has development within the role? If you answered yes to all three questions, then this is the position for you!

At UW Credit Union, we provide meaningful financial services to our members with the honesty and integrity they deserve. As a Client Services Associate, you will be responsible for building relationships, promoting Wealth Management services to UW Credit Union employees, members, and the community at large and providing administrative support to the Wealth Management team.


A Day in the Life of a Client Services Associate

Every day will be different but below is a snapshot of what you will do:

  • Start the day off preparing the office for appointments for the Advisors.
  • Create a warm and welcoming environment at the front desk of one of our wealth management hubs.
  • Provide personalized, professional service to all members and representatives in an exceptional manner, seeking out opportunities to exceed member expectations.
  • Perform administrative tasks including, and not limited to, referral management and tracking, document processing, client service requests, new client onboarding paperwork, seasonal and routine servicing activities (ex. tax planning tasks), seminar/webinar support, client events and financial transaction items.
  • Interact with members in-person and over the phone to review their account status, answer questions and collect information.
  • Continuously organize and regroup from priority interruptions while completing daily routine tasks.
  • Manage, direct, and troubleshoot incoming calls from the wealth management group extension.
  • Make outbound calls regarding various client situations and routine tasks.
  • Work with multiple Financial Advisors to support sales functions.

What You’ll Need to Succeed

  • Associate's degree in buisness, finance or related field required or equivalent work experience.
  • 1+ year of experience in financial services, bank operations and/or client services.
  • 1+ years of customer service experience preferred. 
  • High level of problem-solving skills
  • Demonstrated experience with inbound and outbound customer/member calls
  • Efficient, detail-oriented, self-starter, able to work independently and as a member of a team
  • Licensed in the following or obtain within the 1st year of employment (UW Credit Union will pay for 1-2 rounds of exam fees with the opportunity to receive a recognition bonus for successfully obtaining/having all licenses):
    • WI Insurance Life & Health License
    • Securities Industry Essentials (SIE)
    • FINRA Series 7
    • FINRA Series 66

Why work for UW Credit Union?

Join one of Wisconsin’s premier financial institutions, a National Top Workplace and multi-year recipient of Madison Magazine’s Best Places to Work, Wisconsin State Journal’s Top Workplaces, and Milwaukee Journal Sentinel’s Top Workplaces to receive:

  • 21.5 days of annual time off (accrued per pay period)
  • 2 weeks paid caregiver leave
  • 2.5 weeks paid new child parental leave
  • 2 days paid volunteer time
  • 10 paid holidays (including your birthday!)
  • 401k company match of up to 5%, plus approximately 4% discretionary match
  • Variable bonus reward
  • Competitive Medical, Dental, and Vision plans, including domestic partner eligibility
  • Employee Assistance Program
  • And more!

All employees must possess valid work authorization to work for UWCU on the date of hire.  UWCU does not provide immigration sponsorship or support for employment authorization to include, but not limited to, sponsorship or support for H-1B, F-1 OPT, TN, or other visa category. 

Apply