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Financial Client Services Associate Jobs in Milwaukee, WI

Robert Half

Client Services Associate

Mequon, WI · On-site

$55K - $65K/yr

... for a Client Service Associate to support their existing business. This role will serve as a key ... financial services environment. Offering competitive health insurance, generous annual bonus ...

Russell Investments

PMA Services Associate

Milwaukee, WI · On-site

$55K - $60K/yr

As a PMA Operational & Service Associate (PMA Services Associate), you will play a crucial role in ... email) to financial advisors to assist with onboarding and maintenance of client accounts

Stifel

Client Service Associate - NR

Mequon, WI

$13 - $17.75/hr

The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support ...

Stifel

Client Service Associate - NR

Mequon, WI · On-site

$13 - $17.75/hr

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of ...

Stifel

Client Service Associate - NR

Mequon, WI · On-site

$13 - $17.75/hr

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of ...

Power Wellness

Member Services Associate

Pewaukee, WI · On-site

Member Services Associate Location: West Wood Health & Fitness Center Type: Part-time, Opening (4:45am-9am), Weekends as Needed Summary: We improve life and we're here to serve. What you do is ...

Bakertilly

Client Services Representative

Milwaukee, WI

$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 ...

New

Bakertilly

Client Services Representative

Oak Creek, WI · On-site

$15.25 - $20.75/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 ...

New

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

Financial Client Services Associate information

See Milwaukee, WI salary details

$13

$31

$66

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

As of Aug 3, 2026, the average hourly pay for financial client services associate in Milwaukee, WI is $31.49, according to ZipRecruiter salary data. Most workers in this role earn between $20.38 and $33.85 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 Milwaukee, WI? For Financial Client Services Associate jobs in Milwaukee, WI, the most frequently searched job titles are:
What job categories do people searching Financial Client Services Associate jobs in Milwaukee, WI look for? The top searched job categories for Financial Client Services Associate jobs in Milwaukee, WI are:
What cities near Milwaukee, WI are hiring for Financial Client Services Associate jobs? Cities near Milwaukee, 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 Milwaukee, WI as of July 2026, with employment types broken down into 1% As Needed, 70% Full Time, 26% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $65,501 per year, or $31.5 per hour.

Client Services Associate

Robert Half

Mequon, WI • On-site

$55K - $65K/yr

Full-time

Medical, Retirement, PTO

Posted 18 days ago

Job description

Robert Half is working with a investment and wealth management client in the recruiting for a Client Service Associate to support their existing business. This role will serve as a key point of contact for client service needs while providing administrative and operational support to advisors and internal teams. The ideal candidate is highly organized, service-minded, and capable of managing multiple priorities in a fast-paced financial services environment.


Offering competitive health insurance, generous annual bonus targeted up to 15%, 7% retirement contribution and 3+ weeks PTO to start.


Key Responsibilities

  • Provide day-to-day service and support for existing retirement plan clients, ensuring a high level of responsiveness and professionalism.
  • Act as a liaison between clients, advisors, recordkeepers, custodians, and internal departments to facilitate timely resolution of requests and issues.
  • Support advisors with administrative tasks related to retirement plan accounts, client reviews, meeting preparation, and follow-up.
  • Coordinate and maintain client records, plan documents, service calendars, and account documentation in accordance with firm policies and compliance requirements.
  • Assist with onboarding new retirement plan relationships and implementing changes for existing plans.
  • Prepare client meeting materials, reports, presentations, and investment review packages.
  • Monitor account activity and help ensure service requests, distributions, contributions, and other transactions are processed accurately and on time.
  • Maintain accurate notes and updates in CRM and other firm systems.
  • Schedule client meetings, annual reviews, and advisor appointments, and manage related logistics.
  • Respond to client inquiries regarding retirement plan administration, service issues, and account-related matters, escalating more complex issues as needed.
  • Partner with advisors and operations staff to support workflow efficiency and deliver a seamless client experience.
  • Help ensure all activities are completed in accordance with regulatory requirements, internal procedures, and service standards.


  • Bachelor’s degree preferred or equivalent professional experience.
  • 2+ years of client service, administrative, or operations experience in wealth management, retirement plan services, investment advisory, or financial services.
  • Experience supporting retirement plans such as 401(k), 403(b), pension, or qualified plans preferred.
  • Excellent verbal and written communication skills.
  • Ability to manage multiple tasks and deadlines in a fast-paced environment.
  • Proficiency with Microsoft Office, including Excel, Word, and Outlook; CRM experience preferred.
Robert Half logo

About Robert Half

Sourced by ZipRecruiter

Founded in 1948, Robert Half pioneered the idea of professional talent solutions to connect opportunities at great companies with highly skilled job seekers. As business needs changed, we evolved to offer specialized talent solutions for finance and accounting, technology, administrative and customer support, creative and marketing, and legal fields. In 2002, we introduced our subsidiary, Protiviti, a global independent risk consulting and internal audit service, to support companies as they faced more strategic business challenges.

Industry

Recruiting and staffing services

Company size

10,000+ Employees

Headquarters location

San Ramon, CA, US

Year founded

1948

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