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Financial Client Services Associate Jobs in Milwaukee, WI

Russell Investments

Client Service Associate

Milwaukee, WI · On-site

$50K - $60K/yr

  • Medical

  • Retirement

  • PTO

Work with financial advisors, sponsors and account administrators to coordinate the account opening ... Provide fulfillment services for clients * Effectively Contribute to the Teamwork Environment

Russell Investments

Client Service Associate

Milwaukee, WI

$50K - $60K/yr

  • Medical

  • Retirement

  • PTO

Work with financial advisors, sponsors and account administrators to coordinate the account opening ... Provide fulfillment services for clients * Effectively Contribute to the Teamwork Environment

Baird Capital

PAM Client Service Associate

Milwaukee, WI · On-site

$14.25 - $19.75/hr

PAM Client Service Associate The PAM Client Service Associate plays a vital role in delivering an ... Manages incoming client and Financial Advisor requests--completing the request directly when ...

New

Alphabe Insight

Client Service Associate

Milwaukee, WI · On-site

$14.25 - $19.75/hr

Client Service Associate At Elevare Branding, we specialize in building powerful brand identities ... Collaborate with internal teams to ensure timely delivery of services * Monitor client satisfaction ...

Baird

PAM Client Service Associate

Milwaukee, WI · On-site

$14.25 - $19.75/hr

PAM Client Service Associate The PAM Client Service Associate plays a vital role in delivering an ... Manages incoming client and Financial Advisor requests--completing the request directly when ...

New

Johnson Financial Group

Relationship Banker (Senior)

Racine, WI · On-site

$17.25 - $22.75/hr

... Financial Group is known for its unmatched personal service by making the client experience front ... associates to give their best in the communities where they work and live. Our culture embraces ...

TalentLink Solutions

Client Service Associate

Brookfield, WI · On-site

$13.50 - $18.75/hr

Position Overview We are seeking a Client Service Associate to join our dedicated service center ... financial services preferred * Excellent attitude, professional demeanor, and an extraordinary ...

Baird

PAM Client Service Associate

Milwaukee, WI · On-site

$14.25 - $19.75/hr

The PAM Client Service Associate plays a vital role in delivering an exceptional experience to the ... Manages incoming client and Financial Advisor requests-completing the request directly when ...

Robert W Baird & Co

PAM Client Service Associate

Milwaukee, WI · On-site

$14.25 - $19.75/hr

The PAM Client Service Associate plays a vital role in delivering an exceptional experience to the ... Manages incoming client and Financial Advisor requests-completing the request directly when ...

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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 15, 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 August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 13% Part Time, 1% Temporary, and 3% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution, with an average salary of $65,501 per year, or $31.5 per hour.

Client Service Associate

Russell Investments

Milwaukee, WI • On-site

$50K - $60K/yr

Full-time

Medical, Retirement, PTO

Posted 11 days ago

Job description

Salary Range:
$50,000 USD - $60,000 USD
Specific compensation will be based on candidate's experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments, salary is just one part of our compensation package. Our total rewards approach includes participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs. In addition, the successful candidate for this role has the ability to earn sales incentives based on activity, revenue, cashflow generation, or other performance criteria.
Job Description:
The primary purpose of this position is to be the first point of contact for existing and potential clients by answering inbound telephone calls and providing client service for products within US Advisor & Intermediary Solutions (AIS). The Client Service Associate (CSA) will be responsible for responding to fund-related questions and requests via inbound calls and the Russell website. The CSA associates generate several types of client-ready proposals and reports for both Russell sales teams and financial advisors. This person will provide support to both sales and operations through the process of opening, maintaining and closing PMA accounts. The CSA provides a high-quality service experience by assisting the sales teams with new and current relationships. While in this role, it is encouraged to acquire, develop and refine consultative, selling and relationship management skills. A potential path to a future Regional Consultant opportunity.
The responsibilities of the individual in this position include:
  • Reactive and proactive Client Support
  • Act as 1st tier resource for inbound general client calls
  • Act as primary point of contact on account service questions and inquiries using a variety of tools and escalate appropriately
  • Work with financial advisors, sponsors and account administrators to coordinate the account opening process and transactions of Russell Personalized Managed Accounts (PMA)
  • Identify and solve reconciliation questions around PMA
  • Understand plan administrator's tools, dashboards and systems regarding PMA
  • Professionally represent Russell Investments by promptly and accurately meeting the service needs of clients, vendors, and Russell Investments associates
  • Research distributor questions or inquiries using a variety of systems and resources, both internal and external
  • Accurately communicate and enforce all established policies and procedures designed to provide consistent, quality service to clients and limit financial risk to Russell Investments
  • Escalate operational, client service and technical issues as necessary
  • Demonstrating proficient Technical and Analytical Skills
  • Support internal sales team by creating proposals and performance reports and by fulfilling reactive client requests
  • Support the rollout, and upgrades, and provide in-depth knowledge of; Multi-Asset Portfolio Builder, Value of Tax Management Tool and Russell Investments website.
  • Ensure all client requests; issues, resolutions, and other relevant information are documented in the CRM system to ensure open communication and effective reporting
  • Document and update processes and procedures necessary to meet client needs
  • Provide fulfillment services for clients
  • Effectively Contribute to the Teamwork Environment
  • Escalate clients' calls to the appropriate regional service or sales team member when a sales opportunity is present or the inquiry requires more in-depth expertise
  • Seek ways to improve and enhance products/processes
  • Assist with sales team initiatives from a subject matter expert standpoint
  • Back-up associates during absences and heavy workload periods
  • Support the sales team in the achievement of department objectives
  • Responsible for sharing insight from financial professionals and demands in the investment marketplace to help bring new products or concepts to market, as well as timely communication
  • Maintain an Associate Regional Director and or Regional Director as a mentor for a meaningful period

The successful candidate will have extensive demonstrable skills and experiences including the following:
  • FINRA Series 7 and 63 & 65 (or 66) licenses preferred.
  • Bachelor's degree.
  • Demonstrate a passion and skill in the art of selling.
  • One or more years of client service and financial industry experience, including experience in an operations-based financial environment. Mutual fund experience is preferred.
  • Superior telephone answering skills, including a high comfort level with working with customers to resolve issues over the telephone.
  • Ability to thrive in a team environment.
  • Demonstrated outstanding client service and interpersonal skills.
  • Excellent listening, written, and verbal communication skills; ability to follow written procedures.
  • Capacity to establish and manage a process under deadlines.
  • Time management and organizational skills; managing multiple responsibilities and changing priorities.
  • Demonstrated proficient analytical and technical skills- working with various software products.
  • Demonstrated project management/participation skills

This role is not eligible for employment-based immigration sponsorship. Applicants must be legally authorized to work in the United States without employer sponsorship, now or in the future.
Equal Employment Opportunity
Russell Investments is committed to providing equal employment opportunities for all associates and employment applicants regardless of race, religion, ancestry, creed, color, gender (including gender identity which refers to a person's actual or perceived sex, and includes self-image, appearance, behavior or expression, whether or not different from that traditionally associated with a person's biological sex), age, national origin, citizenship status, disability, medical condition, military status, veteran status, marital status, sexual orientation, past or present unemployment status , or any other characteristic protected by law.

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