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Financial Customer Associate Jobs in Wisconsin (NOW HIRING)

BANK OF LUXEMBURG

Customer Service Associate

Algoma, WI · On-site

$16.75 - $19.42/hr

... their financial needs, and contribute to a team culture built on trust, transparency, and ... Position Overview The Customer Service Associate is a part-time role (15-25 hours per week ...

Raising Cane's

Customer Service Associate

Wausau, WI · On-site

$15/hr

We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

New

Raising Cane's

Customer Service Associate

Wausau, WI · On-site

$15/hr

We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

New

Raising Cane's

Customer Service Associate

Wausau, WI · On-site

$15/hr

We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

New

Raising Cane's

Customer Service Associate

Wausau, WI · On-site

$15/hr

We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

New

Raising Cane's

Customer Service Associate

Wausau, WI · On-site

$15/hr

We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

New

US.020 Houlihan Lokey Financial Advisors, Inc.

WI · On-site

$95 - $160/hr

... Financial Reporting (TAS/AFR) practice is excitingly growing. We are looking for a new associate ... Review transaction agreements, customer and supplier contracts * Support discussions with senior ...

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Showing results 21-40

All JobsFinancial Customer Associate JobsFinancial Customer Associate Jobs in Wisconsin

Financial Customer Associate information

See Wisconsin salary details

$18.7K

$51.4K

$76.2K

How much do financial customer associate jobs pay per year?

As of Sep 7, 2026, the average yearly pay for financial customer associate in Wisconsin is $51,441.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,400.00 and $62,600.00 per year, depending on experience, location, and employer.

What does a financial customer associate do?

A Financial Customer Associate assists clients with their financial accounts, answering questions and resolving issues related to investments, banking, or retirement products. They often provide information about account balances, transactions, and company policies, as well as guide customers through various financial processes. This role usually involves communicating with clients over the phone, via email, or through online chat, ensuring a positive customer experience. Strong communication, problem-solving, and organizational skills are essential for success in this position.

What skills and qualifications are needed to be a financial customer associate?

To thrive as a Financial Customer Associate, you need a solid understanding of financial products, customer service principles, and typically at least a high school diploma or equivalent. Familiarity with customer relationship management (CRM) software, financial account systems, and sometimes FINRA Series 6 or 7 certifications is advantageous. Strong communication, problem-solving, and active listening skills set top performers apart in handling client inquiries and concerns. These skills are crucial for ensuring client satisfaction, maintaining compliance, and building trust in financial services.

What does a typical day look like for a financial customer associate, and how do they interact with other teams?

A typical day for a Financial Customer Associate involves responding to customer inquiries about financial products, resolving account issues, and guiding clients through transactions or processes. Associates often work in a fast-paced call center or office environment, utilizing phone and online communication tools. Collaboration with other departments, such as compliance, operations, and financial advisors, is common to ensure accurate and timely service. This teamwork not only helps resolve complex customer issues but also provides Associates with valuable exposure to different aspects of the financial industry.

What cities in Wisconsin are hiring for Financial Customer Associate jobs?

Cities in Wisconsin with the most Financial Customer Associate job openings:

Financial Customer Associate jobs near you
Infographic showing various Financial Customer Associate job openings in Wisconsin as of August 2026, with employment types broken down into 86% Full Time, and 14% Part Time. Highlights an 100% In-person job distribution, with an average salary of $51,441 per year, or $24.7 per hour.

Customer Service Associate

BANK OF LUXEMBURG

Algoma, WI • On-site

$16.75 - $19.42/hr

Other

Medical, Dental, Vision, PTO

Posted 20 days ago

Job description

Bank of Luxemburg is proud to be a 2025 & 2026 Top Workplace, recognized for our commitment to people, community, and continuous improvement. We're excited to welcome a new Customer Service Associate to our Algoma branch.
Our mission - To Have a Positive Impact on People's Lives - guides every interaction, every decision, and every relationship. In this part-time role, you'll help us deliver exceptional service, support customers with their financial needs, and contribute to a team culture built on trust, transparency, and collaboration.
Position Overview
The Customer Service Associate is a part-time role (15-25 hours per week) responsible for delivering friendly, accurate, and efficient service to customers. This position includes rotating Saturday mornings from 9 a.m.-12 p.m.
Key responsibilities include:
  • Processing teller transactions with accuracy and professionalism
  • Assisting customers with account inquiries, online banking, and research
  • Supporting branch operations including ATM/ITM maintenance and daily balancing
  • Identifying opportunities to connect customers with helpful bank services
  • Providing front-desk support through greeting visitors and answering calls

What You'll Contribute
We're looking for someone who brings professionalism, positivity, and a genuine desire to help others. Ideal candidates demonstrate:
  • Strong people skills and a customer-focused mindset
  • Attention to detail and comfort with cash handling
  • Ability to manage multiple tasks with accuracy
  • Problem-solving skills and sound judgment
  • Respect for confidentiality and regulatory compliance

Our Culture
At Bank of Luxemburg, culture is the foundation of how we work. You'll join a team that values:
  • Teamwork and continuous improvement
  • Transparency and open communication
  • Community involvement and volunteerism
  • Exceptional customer service

These values shape how we support customers, collaborate with colleagues, and serve our community.
Benefits & Growth
We invest in our employees so they can invest in others. This part-time role includes:
  • Health, dental, and vision insurance
  • Competitive pay and paid time-off
  • Paid time-off to volunteer
  • Professional development and growth opportunities
  • A supportive workplace rooted in respect and purpose

Why Bank of Luxemburg
Joining our Algoma team means becoming part of a community-centered organization where your work truly matters. You'll build relationships, support customers through important financial moments, and contribute to a mission that makes a real difference.
If you're ready to grow your career at a bank that values people first, we'd love to hear from you.

Apply