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Financial Customer Associate Jobs in Milwaukee, WI

CUSTOMER SVC/CLERK

Wales, WI · On-site

$15 - $18.50/hr

... Associate Well-Being, including Physical, Emotional, Financial and more. We'll help you thrive ... and customer service skills - Good math skills (ability to add, subtract, multiply and divide ...

CUSTOMER SVC/CLERK

Hartland, WI · On-site

$15.25 - $18.75/hr

... Associate Well-Being, including Physical, Emotional, Financial and more. We'll help you thrive ... and customer service skills - Good math skills (ability to add, subtract, multiply and divide ...

CUSTOMER SVC/CLERK

Hartland, WI · On-site

$15.25 - $18.75/hr

... Associate Well-Being, including Physical, Emotional, Financial and more. We'll help you thrive ... and customer service skills - Good math skills (ability to add, subtract, multiply and divide ...

Deli Associate

Wauwatosa, WI · On-site

$14.25 - $17/hr

... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... Communicate tasks, recipes, weights and measures, and cleaning steps completed to other associates

Deli Associate

Wauwatosa, WI

$14.25 - $17/hr

... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... Communicate tasks, recipes, weights and measures, and cleaning steps completed to other associates

Deli Associate

Wauwatosa, WI

$14.25 - $17/hr

... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... Communicate tasks, recipes, weights and measures, and cleaning steps completed to other associates

Deli Associate

Wauwatosa, WI · On-site

$14 - $16.75/hr

... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... Communicate tasks, recipes, weights and measures, and cleaning steps completed to other associates

Deli Associate

Wauwatosa, WI · On-site

$14 - $16.75/hr

... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... Communicate tasks, recipes, weights and measures, and cleaning steps completed to other associates

Deli Associate

Wauwatosa, WI · On-site

$14.25 - $17/hr

... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... Communicate tasks, recipes, weights and measures, and cleaning steps completed to other associates

Deli Associate

Wauwatosa, WI

$14.25 - $17/hr

... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... Communicate tasks, recipes, weights and measures, and cleaning steps completed to other associates

Showing results 41-60

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 Counselor, Patient Access

UnitedHealth Group

Mukwonago, WI • On-site

$17.74 - $31.63/hr

Full-time, Part-time, Per diem

Retirement

This job post has expired today. Applications are no longer accepted.


UnitedHealth Group rating

7.6

Company rating: 7.6 out of 10

Based on 146 frontline employees who took The Breakroom Quiz

193rd of 898 rated healthcare providers


Job description

$2,000 SIGN ON BONUS FOR EXTERNAL APPLICANTS

Explore opportunities with Optum, in strategic partnership with ProHealth Care. ProHealth Care is proud to be a leader in health care services, serving Waukesha County and the surrounding areas for more than a century. Explore opportunities across the full spectrum of care as you help us improve the well-being of the community with your skills, compassion and innovation. Be part of a collaborative environment that strives for excellence, nurtures respect and ensures high-quality care delivery to our patients. Join us in making an impact as an Optum Team Member supporting Pro Health Care and discover the meaning behind Caring. Connecting. Growing together

This position works with patients to resolve applicable financial concerns, including providing counseling on available financial assistance or healthcare coverage options, assessing payment sources, developing payment plans, and collecting patient payments.

Our office is located at 240 Maple Ave, Mukwonago, WI 53149. 

We offer 4 - 6 weeks of paid training. The hours of the training will be based on the schedule or will be discussed on your first day of employment.

Primary Responsibilities:

  • Screens appropriate patients for possible healthcare coverage or financial assistance opportunities to determine eligibility, coverage levels and billing requirements
  • Counsels' patients as to financial responsibility while assessing suitability for in-house programs of Free Care, Discounted Care, and Payment Plans. Ensures all accounts are screened for linkage opportunities and appropriate actions are completed
  • Performs a daily check of all qualifying inpatients and assesses/offers financial assistance prior to discharge
  • Functions as the liaison with various departments for determining financial options and financial counseling for scheduled procedures and price-shopping
  • Records and prepares statistics for the outreach of financial assistance programs offered
  • Maximizes revenue collections
  • Minimizes accounts receivable losses (bad debt) by use of workflows, technology, and tools provided
  • Maintains a safe environment, complying with NLH policies and procedures; reports and directly addresses environmental hazards and violations of patient safety policy and/or protocol when involved or observed
  • May perform other duties upon request

You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

Required Qualifications:

  • High School Diploma/GED (or higher)
  • 2+ years of previous customer service experience in a healthcare setting, accounting or related field
  • Intermediate level of proficiency with Microsoft Office Products
  • Ability to travel to other local sites as needed (25-30 mins travel time)
  • Ability to work Monday - Friday, 10:30am - 7:00pm
  • Ability to work 1 Saturday per month
  • Must be 18 years of age OR older

Preferred Qualifications:

  • Associate's Degree in Healthcare Administration, Finance, Business, or a related field
  • 2+ years of customer service experience in a hospital setting
  • Actively supports patient-centered care with respect for the diversity of human experience and demonstrates integrity with the handling of sensitive financial information
  • Verbal and written aptitude for adequate communication with the public, providers, physician office staff, registration staff and other healthcare professionals
  • Knowledge of medical terminology
  • Experience with electronic medical records system
  • Bilingual in English & Spanish

Soft Skills:

  • Excellent customer service skills
  • Excellent written and verbal communication skills
  • Demonstrated ability to work in fast paced environments

**PLEASE NOTE** The sign-on bonus is only available to external candidates.  Candidates who are currently working for UnitedHealth Group, UnitedHealthcare or a related entity in a full time, part time or per diem basis ("Internal Candidates") are not eligible to receive a sign on bonus. 

   

Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The hourly pay for this role will range from $17.74 to $31.63 per hour based on full-time employment. We comply with all minimum wage laws as applicable. 

At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location, and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission.

UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.

   

UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.

   

   


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