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Financial Service Associate Jobs in Wisconsin (NOW HIRING)

Trust Point Inc.

Client Service Associate

La Crosse, WI · On-site

$14.25 - $19.75/hr

For more than 100 years, Trust Point has provided a wide array of trusted financial services to ... A DAY IN THE LIFE OF A CLIENT SERVICE ASSOCIATE As a Client Service Associate, you arrive each day ...

Trust Point Inc.

Client Service Associate

La Crosse, WI · On-site

$14.25 - $19.75/hr

Trust Point Inc. is looking to hire a full-time Client Service Associate in our Wealth Management ... For more than 100 years, Trust Point has provided a wide array of trusted financial services to ...

AO Globe Life

Financial Services Associate

Milwaukee, WI · On-site +1

Position Overview AO Globe Life is hiring a Financial Protection Associate to work remotely with ... Recommend appropriate products and services * Follow up with clients in a timely manner * Maintain ...

Bank of Luxemburg

Customer Service Associate

Algoma, WI · On-site

$16.75 - $19.42/hr

Customer Service Associate Algoma - Algoma, WI 54201 Overview Salary Range $16.75 - $19.42 Hourly ... their financial needs, and contribute to a team culture built on trust, transparency, and ...

Russell Investments

Client Service Associate

Milwaukee, WI · On-site

$50K - $60K/yr

Job Title Client Service Associate Salary Range $50,000 USD - $60,000 USD Specific compensation ... Work with financial advisors, sponsors and account administrators to coordinate the account opening ...

Phenom People

Client Service Associate

Waukesha, WI · On-site

$14.50 - $20/hr

Senior Client Service Associate Senior Client Service Associates help shape the future of service ... Partner with Financial Advisor(s) in developing a business plan and delivering against a client ...

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

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

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

Raising Cane's

Customer Service Associate

Wausau, WI

$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

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

SpartanNash

Service Associate

Wauwatosa, WI · On-site

$15.25 - $20.50/hr

Ensure that the shift contributes to the financial best interests of the store. Complete all other ... The associate is required to stand and walk for extended periods of time and may bend, stoop, twist ...

SpartanNash Company

Service Associate

Wauwatosa, WI · On-site

$15.25 - $20.50/hr

Ensure that the shift contributes to the financial best interests of the store. Complete all other ... The associate is required to stand and walk for extended periods of time and may bend, stoop, twist ...

C&S Wholesale Grocers Inc

Service Associate

Madison, WI · On-site

$15.75 - $21.25/hr

Ensure that the shift contributes to the financial best interests of the store. Complete all other ... The associate is required to stand and walk for extended periods of time and may bend, stoop, twist ...

SpartanNash Company

Service Associate

Madison, WI · On-site

$15.75 - $21.25/hr

Ensure that the shift contributes to the financial best interests of the store. Complete all other ... The associate is required to stand and walk for extended periods of time and may bend, stoop, twist ...

C&S Wholesale Grocers Inc

Service Associate

Milwaukee, WI · On-site

$15.50 - $20.75/hr

Ensure that the shift contributes to the financial best interests of the store. Complete all other ... The associate is required to stand and walk for extended periods of time and may bend, stoop, twist ...

SpartanNash

Service Associate

Madison, WI · On-site

$15.75 - $21.25/hr

Ensure that the shift contributes to the financial best interests of the store. Complete all other ... The associate is required to stand and walk for extended periods of time and may bend, stoop, twist ...

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All JobsFinancial Service Associate JobsFinancial Service Associate Jobs in Wisconsin

Financial Service Associate information

See Wisconsin salary details

$14

$32

$68

How much do financial service associate jobs pay per hour?

As of Sep 11, 2026, the average hourly pay for financial service associate in Wisconsin is $32.26, according to ZipRecruiter salary data. Most workers in this role earn between $20.87 and $34.71 per hour, depending on experience, location, and employer.

What is the difference between Financial Service Associate vs Financial Advisor?

AspectFinancial Service AssociateFinancial Advisor
CredentialsTypically requires FINRA Series 6 or 7, and possibly a state licenseOften requires Series 7, Series 66, and relevant certifications like CFP
Work EnvironmentBank branches, financial institutions, customer service settingsIndependent or firm-based, client-facing, advisory settings
Employer & IndustryBanks, credit unions, financial service firmsFinancial planning firms, wealth management companies
Primary FocusSupporting financial transactions, customer service, product salesProviding personalized financial planning and investment advice

The main difference is that a Financial Service Associate primarily supports banking operations and customer service, while a Financial Advisor offers personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and a broader scope of client interaction.

What do you do as a financial service associate?

A financial service associate assists clients with banking and financial products, such as loans, accounts, and investments. They provide customer service, process transactions, and may help with financial planning or advising, often using banking software and adhering to regulatory standards.

What is the role of a financial service associate?

A financial service associate assists clients with banking, investment, and financial products, providing advice and support to meet their financial goals. They often handle account management, process transactions, and may use financial software or tools, requiring strong communication and customer service skills.

What are the most commonly searched types of Financial Service jobs in Wisconsin?

The most popular types of Financial Service jobs in Wisconsin are:

Financial Service Associate jobs near you
Infographic showing various Financial Service Associate job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 16% Part Time, and 3% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $67,103 per year, or $32.3 per hour.

Client Service Associate

La Crosse, WI • On-site

Trust Point Inc.
Finance and Insurance • 51 - 200 employees
Learn more about Trust Point Inc.external

$14.25 - $19.75/hr

Full-time

Retirement

Re-posted 6 days ago

Job description

EXPERIENCE OUR CULTURE! JOIN OUR TEAM!
Recognized as a "Best Place to Work" for the 8th year in a row! Trust Point Inc. is looking to hire a full-time Client Service Associate in our Wealth Management department. We are currently seeking a polished and professional candidate to provide full-time support to our Wealth Management Team.
We offer a complete line of benefits including on-site workout facility, pet insurance, paid volunteer time and identity protection coverage. In addition, we also offer a very generous 401k and profit-sharing plan.
ABOUT TRUST POINT INC.
For more than 100 years, Trust Point has provided a wide array of trusted financial services to individuals, families, businesses and charitable organizations. It is our goal to provide outstanding client service in order to help our clients achieve their financial goals.
Our success is a direct result of the caliber of the team we recruit. We value each of our staff members and their input. We are supportive, not only to our clients but to each other. Our CEO embodies our supportive culture and has an open-door policy. We love to show our appreciation and provide fun and unique perks throughout the year like locally sourced steaks, produce, cheese and homemade apple pies!
Learn more about our culture here:
A DAY IN THE LIFE OF A CLIENT SERVICE ASSOCIATE
As a Client Service Associate, you arrive each day ready to maintain and improve the relationship between our company and our clients. Through addressing internal and external client questions and concerns in a professional and timely manner, you are a key component to the team. You serve as a liaison to our clients and handle all of the behind-the-scenes and necessary administrative duties to follow proper procedures and established guidelines.
In addition, as a Client Service Associate you will utilize your organizational skills, attention to detail and knack for numbers to assist in the production of financial related documents including monthly/quarterly reports, estimated tax payments, cash and income flow projections and estate tracking support.
QUALIFICATIONS FOR A CLIENT SERVICE ASSOCIATE
  • 2 year degree in Business, Accounting, Finance or other related field, required
  • 4 year degree in Business, Accounting, Finance or other related field, preferred
  • A background or working knowledge in tax and estate planning, preferred
  • Proficiency in Microsoft Office Suite including Word, Excel, and Outlook.
  • The ability to learn, understand and utilize company specific programs including Addvantage and On-Base.

Do you possess excellent communication and organizational skills and the ability to work well with others in the organization? Are you able to assimilate to a wide variety of information relating to investments, accounting, tax, asset management, estate planning and marketing of services? Do you have a positive attitude, enthusiasm and professionalism? If so, then you might be the perfect fit!
WORK SCHEDULE
This is a full-time hybrid position working Monday-Friday, 8am-5pm.
Trust Point is proud to be an equal opportunity workplace.
We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation, and delivers better business results

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