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Financial Customer Associate Jobs in Milwaukee, WI

UBS

Client Associate

Brookfield, WI · On-site

The team You'll be working with a Financial Advisor in Brookfield, WI. We provide Wealth Management services for High net worth clients. As a Client associate, you'll play an important role in ...

Heckmann Financial

Operations Associate

Delafield, WI · On-site

Adam Goetzka's growing financial planning and wealth management practice that puts clients first ... CRM tasks, emails, calls, and incoming requests · Coordinate medical/paramedical exams and ...

ULINE

Finance Operations Associate

Kenosha, WI · On-site

As a Finance Operations Associate on Uline's Finance team, you'll work with customers to keep accounts running smoothly and support essential tax processes. If you're eager to learn, we will train ...

ULINE

Finance Operations Associate

Milwaukee, WI · On-site

As a Finance Operations Associate on Uline's Finance team, you'll work with customers to keep accounts running smoothly and support essential tax processes. If you're eager to learn, we will train ...

Russell Investments

Client Service Associate

Milwaukee, WI · On-site

$50K - $60K/yr

Work with financial advisors, sponsors and account administrators to coordinate the account opening ... Superior telephone answering skills, including a high comfort level with working with customers to ...

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Financial Customer Associate information

See Milwaukee, WI salary details

$18.2K

$50.2K

$74.4K

How much do financial customer associate jobs pay per year?

As of Sep 6, 2026, the average yearly pay for financial customer associate in Milwaukee, WI is $50,213.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,400.00 and $61,100.00 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 near Milwaukee, WI are hiring for Financial Customer Associate jobs?

Cities near Milwaukee, WI with the most Financial Customer Associate job openings:

Financial Customer Associate jobs near you

Client Associate

UBS

Brookfield, WI • On-site

Part-time

Posted 17 days ago

UBS rating

8.8

Company rating: 8.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

17th of 175 rated banks

Job description

Key responsibilities
Are you truly service oriented? Do you know how to take care of people?
We're looking for a Client Associate to:
• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marketing materials
• provide the team with a detailed calendar of activities
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
The team
You'll be working with a Financial Advisor in Brookfield, WI. We provide Wealth Management services for High net worth clients. As a Client associate, you'll play an important role in providing support to the aligned FA.
Your skills and experience
• series 7 and 66 licenses
• ideally 3 to 5 years of experience in client service, within the finance sector
• bachelor degree preferred
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
How we hire
We may request you to complete one or more assessments during the application process. Learn more

What UBS employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About UBS

Sourced by ZipRecruiter

We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Zürich, ZH, CH

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