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Financial Customer Associate Jobs in Milwaukee, WI

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 ...

FedEx

Retail Customer Service Associate

Delafield, WI · On-site

$14.50 - $15.75/hr

Completes required financial paperwork and may assist with financial reporting including daily ... Provides customer service by determining appropriate shipping methods, informing customers of ...

New

FedEx

Retail Customer Service Associate

Racine, WI · On-site

$14 - $15.50/hr

This customer service focused team member is knowledgeable in all areas of the Store's business ... Processes financial transactions using a Point of Sale terminal (POS),including handling cash and ...

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 ...

FedEx Office

Retail Customer Service Associate

Racine, WI · On-site

$14 - $15.50/hr

This customer service focused team member is knowledgeable in all areas of the Store's business ... Processes financial transactions using a Point of Sale terminal (POS),including handling cash and ...

FedEx

Lead Retail Customer Service Associate

Brookfield, WI · On-site

$14.25 - $15.50/hr

This customer service focused team member is knowledgeable in all areas of the Store's business ... Processes financial transactions using a Point of Sale terminal (POS),including handling cash and ...

UMB Financial

Retirement Client Advisor

Milwaukee, WI · On-site

$141K - $207K/yr

This role focuses on building customer relationships and gaining loyalty by listening and ... Broad knowledge of financial markets, asset allocation principles, and financial products

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Showing results 21-40

All JobsFinancial Customer Associate JobsFinancial Customer Associate Jobs in Milwaukee, WI

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 7, 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

Customer Service Representative

Americash Loans, LLC

Milwaukee, WI • On-site

$16.75 - $17/hr

Full-time

Medical, Dental, Life, Retirement, PTO

Posted 10 days ago

Job description

AmeriCash Loans, LLC is an established financial institution serving Illinois, Wisconsin, Missouri, and South Carolina. We are seeking an ambitious, customer-focused Sales Associate to join our Milwaukee team.
This entry-level position offers opportunities for professional development and advancement into management. The Sales Associate builds strong customer relationships, processes loan transactions, and works toward established sales and customer-service goals.
Requirements
Responsibilities
  • Process loan applications and transactions
  • Assist customers in person and over the phone
  • Support sales and marketing initiatives
  • Handle and balance cash accurately
  • Perform general office duties
  • Maintain a clean, organized, and professional store environment
Qualifications
  • Banking, sales, consumer finance, or customer-service experience preferred
  • Strong communication and customer-service skills
  • Regular and dependable attendance
  • Basic math skills for handling cash and financial transactions
  • Basic computer skills; Microsoft Excel experience preferred
  • Ability to handle confidential information with discretion
  • Successful completion of a pre-employment background check, consistent with applicable law

Compensation and Benefits
  • $16.75-$17.00 per hour
  • Biweekly bonus potential
  • Medical, dental, disability, and life insurance
  • 401(k) participation
  • Paid vacation and holidays
  • Opportunities for advancement

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