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Financial Customer Associate Jobs in Wisconsin (NOW HIRING)

Wolters Kluwer

Customer Success Associate

Madison, WI · On-site

$52K - $61K/yr

We are currently seeking dynamic Customer Success Associates to join our growing teams across the ... Professionals in the areas of legal, business, tax, accounting, finance, audit, risk, compliance ...

Wolters Kluwer

Customer Success Associate

Madison, WI · On-site

$52K - $61K/yr

We are currently seeking dynamic Customer Success Associate to join our growing teams across the ... Professionals in the areas of legal, business, tax, accounting, finance, audit, risk, compliance ...

Wolters Kluwer

Customer Success Associate

Madison, WI · On-site

$52K - $61K/yr

We are currently seeking dynamic Customer Success Associate to join our growing teams across the ... Professionals in the areas of legal, business, tax, accounting, finance, audit, risk, compliance ...

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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 6, 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

Savers/Value Village

Eau Claire, WI • On-site

$14.25 - $19.75/hr

Full-time, Part-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 17 days ago

Savers Value Village rating

6.1

Company rating: 6.1 out of 10

Based on 211 frontline employees who took The Breakroom Quiz

21st of 50 rated thrift stores

Job description

Description

Job Title: Customer Service Associate

Who we are:  

As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where secondhand is second nature. We supply our stores with gently-used, one-of-a-kind items that have been donated by the community to local nonprofit organizations. We purchase these items directly from our nonprofit partners, redirecting billions of pounds of used items away from landfills and on to our store racks and shelves for reuse, and providing our partners with valuable funding for their community-based programs and services. You’ll often hear us say that we are “Thrift Proud.” It’s the millions of loyal customers who visit our 300+ stores and our more than 22,000 team members that make it possible. Learn more about the Savers® family of thrift stores, our impact, and the #ThriftProud movement at savers.com.  

Our brands are Savers (in the U.S.), 2nd Ave (in the U.S.), Value Village (in the U.S. and Canada), Unique (in the U.S.), Village des Valeurs (in Quebec) and Savers Australia.   

Summary & Positions:  

At Savers / Value Village our Customer Service Associates create an awesome experience for our Customers, Donors and other Team Members.  We are hiring for both Full Time and Part Time Customer Service Associates.  

What you can expect:  

  • The opportunity to celebrate uniqueness. We are made up of people from many different backgrounds, experiences, and perspectives, all with something special to contribute.
  • To work in a purpose-driven company, with a business model that people love for our impact on both the planet and local communities.
  • An investment in the career path interests of our people. With our aggressive store expansion plans, we recognize the importance of the continued growth and development of our team members.

What you get:  

Comprehensive onboarding and training from day one.  

In-house expertise! Our training department / Savers University develops and delivers robust training to every team member across our organization — from new hires to senior executives. We develop around 90% of our training internally, and partner with a variety of renowned providers to supplement our offerings.  

Benefits offerings including:  

  • Bundled health plans such as medical, Rx, dental and vision
  • Company-paid life insurance for extra protection and peace of mind
  • Programs to stop smoking, diabetes management coaching, and on demand care options.
  • A 401k plan with generous company matching contributions to assist you in saving for a secure financial future.
  • Paid time off from work for leisure or other hobbies.
  • A range of mental health services to assist you in managing daily life.

Savers is an E-Verify employer  

2833 Mall Dr, Eau Claire, WI 54701  

 
 

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