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Financial Client Services Associate Jobs in Madison, WI

Aon

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 · 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 ...

Alphabe Insight

Client Service Associate

Madison, WI · On-site

$50K - $56K/yr

Client Service Associate Reboot Staff is a dedicated staffing partner committed to connecting talented professionals with organizations that value precision, integrity, and long-term growth. We take ...

Bakertilly

Client Services Representative

Madison, WI · On-site

$16 - $22/hr

S. and in many of the world's leading financial centers - New York, London, San Francisco, Los ... High School diploma required, associate's degree preferred. * 2 years of customer service ...

Bakertilly

Client Services Representative

Janesville, WI · On-site

$15.75 - $21.50/hr

S. and in many of the world's leading financial centers - New York, London, San Francisco, Los ... High School diploma required, associate's degree preferred. * 2 years of customer service ...

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 ...

Lake Ridge Bank

Client Service Associate

Middleton, WI · On-site

$15 - $20.50/hr

The Client Service Associate (Teller) provides extraordinary service to internal and external ... Provide a variety of account services to consumer and business clients, including: processing ...

Lake Ridge Bank

Client Service Associate

Middleton, WI · On-site

$15 - $20.50/hr

The Client Service Associate (Teller) provides extraordinary service to internal and external ... Provide a variety of account services to consumer and business clients, including: processing ...

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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 Aug 9, 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 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.

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 Service Associate Float

Lake Ridge Bank

Monona, WI • On-site

Full-time

Posted 11 days ago

Lake Ridge Bank rating

6.7

Company rating: 6.7 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

136th of 170 rated banks

Job description

Description

Join our dynamic team at Lake Ridge Bank, where delivering exceptional service is at the heart of everything we do! We are seeking a dedicated and personable Client Service Associate Float, based out of our Monona - Bridge Road office, to provide outstanding banking experiences to our valued clients across multiple Lake Ridge Bank locations. This role will support our District 3 Offices (Monona Drive, Bridge Road, Verona, New Glarus, Oregon, Cottage Grove, Atwood). If you enjoy engaging with people, handling transactions accurately, and contributing to a positive community environment, this is the perfect opportunity for you to grow your career with us.  This role will be paid mileage to other offices within the Lake Ridge Bank footprint.    


 Essential Responsibilities:

  • Ensure a positive interaction with internal and external clients on the phone and in person.
  • Provide a variety of account services to consumer and business clients, including: processing deposits, processing loan payments, cashing checks, withdrawing cash, and selling related check items.
  • Record all transactions accurately and efficiently in accordance with Lake Ridge Bank policies and procedures.
  • Responsible for researching and resolving all teller transactions when potential errors are identified and communicating with affected clients.
  • Act as a trusted advisor by consistently educating clients about Lake Ridge Bank products and services and referring additional business to the Personal Bankers and other areas.
  • Utilize bank technology to track all sales & referrals
  • Maintain a professional work area by keeping the teller station clean, filled with supplies and organized with all personal belongings out of sight from clients.
  • Demonstrate a high level of teamwork and actively participate in branch meetings and trainings.
  • Protect all confidential information obtained on the job by safeguarding it when in use, filing it properly when not in use, disposing of it properly and discussing it only with those who have a legitimate business need to know.

OTHER RESPONSIBILITIES:

  • Complete all annual bank security and compliance training.
  • Adhere to Bank Security guidelines as required for this position.
  • Always maintain confidentiality of client information.
  • Stay current on all compliance regulations.

Requirements

  • High school diploma or equivalent; actively working on high school diploma
  • Cash handling experience is highly preferred
  • Excellent interpersonal and communication skills including verbal/written communication and listening skills 
  • Demonstrated problem solving skills with the ability to make good decisions
  • Contributes to a strong team environment by working well with others and proactively helps others when needed
  • Ability to put forth the extra effort necessary to make the office a successful operation: (i.e. working additional hours that requires evenings and weekends)
  • Basic math competency: addition, subtraction, multiplication, division
  • Availability to work Saturday rotations between 9:00 AM and 12:00 PM.
  • Basic computer skills with the ability to learn new programs/technology
  • Knowledge of general office equipment
  • Reliable transportation to travel between work locations
  • Must be willing and able to participate in community functions where the office is involved
  • Ability to represent the organization in a professional positive manner

This is a full-time role between the hours of 7:45 AM to 5:30 PM Monday through Friday with a Saturday rotation. Flexibility in scheduling may be needed on occasion.
 

Lake Ridge Bank values a diverse workforce and is an Affirmative Action/Equal Opportunity Employer.


Consistent with Lake Ridge Bank's commitment to employ and advance qualified individuals with disabilities, Lake Ridge Bank provides reasonable accommodation to apply for or perform a job. Some examples of reasonable accommodation include alternate methods to apply, providing documents in an alternate format, altering work procedures, specialized equipment or use of an interpreter. If an individual needs reasonable accommodations to apply or perform a job here at Lake Ridge Bank, please contact Human Resources at (608) 849-2700 or email us.

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