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Financial Client Services Associate Jobs in Madison, WI

Alphabe Insight Inc

Client Service Associate

Madison, WI · On-site

$50K - $56K/yr

We are seeking a polished and motivated Client Service Associate to join our expanding team in Madison, WI. In this role, you will serve as a key point of contact for clients, ensuring smooth ...

Alphabe Insight Inc

Client Service Associate

Madison, WI · On-site

$50K - $56K/yr

We are seeking a polished and motivated Client Service Associate to join our expanding team in Madison, WI. In this role, you will serve as a key point of contact for clients, ensuring smooth ...

Alphabe Insight Inc

Client Service Associate

Madison, WI · On-site

$50K - $55K/yr

We are seeking a motivated Client Service Associate to join our dynamic team in Madison, WI. The ideal candidate will act as the primary point of contact for clients, ensuring their needs are met ...

Public Consulting Group

Client Service Associate 2

Madison, WI · On-site

$14.50 - $20.25/hr

Services: * Teaching * Learning Solutions * Data Systems * IT Solutions * Financial Solutions * Equity in Education * Equitable Education * Recovery Services Duties and Responsibilities * Client ...

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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:
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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.

Relationship Banker (Entry Level)

Johnson Financial Group

Fort Atkinson, WI

$17 - $22.25/hr

Full-time

Re-posted 2 days ago

Johnson Financial Group rating

8.8

Company rating: 8.8 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Overview

Johnson Financial Group (JFG) has an exciting opportunity to join our Consumer Banking team as a Relationship Banker. The Relationship Banker is a great entry point into branch banking which will give you a strong foundation of banking fundamentals.  JFG offers a lot of opportunity through our training and development program to help pave your way to continued professional growth and success.  Get started with JFG by building meaningful relationships with clients…this role really is the first step towards a great career at JFG!

As Wisconsin’s largest family-owned, privately held financial institution, Johnson Financial Group is known for its unmatched personal service by making the client experience front and center of every interaction. As part of the Consumer Banking team, that starts with you. Being the face of the bank as a Relationship Banker, you will deepen client relationships by providing solutions to their unique financial situations. You’ll be part of a team with a strong commitment to the community. You make a real impact on every client you serve by helping them financially protect their most important asset - their family. 

At JFG you’ll experience a welcoming culture unlike any other that inspires, challenges, and empowers associates to give their best in the communities where they work and live.  Our culture embraces diversity, equity, & inclusion, one where everyone feels valued and inspired.

Key Responsibilities:

  • Perform cash handling transactions on the teller line. 
  • Balance cash drawer daily and verifies cash provided from/returned to the vault.
  • Assist in opening and closing the branch and vault daily; assists in balancing vault currency and coin; balances ATM.
  • Uncover important financial client needs and make recommendations to provide solutions to their unique financial situations.
  • Meet and exceed referral goals to different line of business partners. As OneJFG, you are part of a team of supportive business partners that collaborate to serve our clients’ full financial needs.
  • As you grow in your role, you may have a small portfolio of clients that you’ll work proactively to deepen relationships and ensure client retention
  • Candidates must adhere to our professional dress code, which includes wearing Johnson Financial Group logo apparel. Name tags must be worn at all times. Exceptions for religious or medical needs must be pre-approved by Human Resources.

Qualifications and Benefits:

  • High school graduate or equivalent required. Advanced training/education a plus; we also offer tuition reimbursement if you want to advance yourself academically!
  • National Mortgage Licensing System (NMLS) registration will be obtained upon hire
  • Excellent client service and communication skills essential with a genuine care and passion for helping people
  • Eligible for our company profit sharing bonus
  • Upon hire, you receive a generous logo wear allowance to get your JFG wardrobe started
  • As a birthday present, enjoy your birthday off - paid!

Come as you are.

Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.

Qualifications:UNAVAILABLEEducation:UNAVAILABLEEmployment Type: FULL_TIME

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