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Financial Service Associate Jobs in Wisconsin (NOW HIRING)

BANK OF LUXEMBURG

Customer Service Associate

Algoma, WI · On-site

$16.75 - $19.42/hr

... their financial needs, and contribute to a team culture built on trust, transparency, and ... Position Overview The Customer Service Associate is a parttime role (15-25 hours per week ...

BANK OF LUXEMBURG

Customer Service Associate

Algoma, WI · On-site

$16.75 - $19.42/hr

... their financial needs, and contribute to a team culture built on trust, transparency, and ... Position Overview The Customer Service Associate is a part-time role (15-25 hours per week ...

Russell Investments

Client Service Associate

Milwaukee, WI · On-site

$50K - $60K/yr

The Client Service Associate (CSA) will be responsible for responding to fund-related questions and ... Work with financial advisors, sponsors and account administrators to coordinate the account opening ...

Russell Investments

Client Service Associate

Milwaukee, WI · On-site

$50K - $60K/yr

The Client Service Associate (CSA) will be responsible for responding to fund-related questions and ... Work with financial advisors, sponsors and account administrators to coordinate the account opening ...

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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 13, 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.

Customer Service Associate

Algoma, WI • On-site

BANK OF LUXEMBURG
Commercial Banking • 51 - 200 employees
Learn more about BANK OF LUXEMBURGexternal

$16.75 - $19.42/hr

Part-time

Medical, Dental, Vision

Posted 26 days ago

Job description

Bank of Luxemburg is proud to be a 2025 & 2026 Top Workplace, recognized for our commitment to people, community, and continuous improvement. We’re excited to welcome a new Customer Service Associate to our Algoma branch.

Our mission — To Have a Positive Impact on People’s Lives — guides every interaction, every decision, and every relationship. In this parttime role, you’ll help us deliver exceptional service, support customers with their financial needs, and contribute to a team culture built on trust, transparency, and collaboration.

Position Overview

The Customer Service Associate is a parttime role (15–25 hours per week) responsible for delivering friendly, accurate, and efficient service to customers. This position includes rotating Saturday mornings from 9 a.m.–12 p.m.

Key responsibilities include:

  • Processing teller transactions with accuracy and professionalism
  • Assisting customers with account inquiries, online banking, and research
  • Supporting branch operations including ATM/ITM maintenance and daily balancing
  • Identifying opportunities to connect customers with helpful bank services
  • Providing frontdesk support through greeting visitors and answering calls

What You’ll Contribute

We’re looking for someone who brings professionalism, positivity, and a genuine desire to help others. Ideal candidates demonstrate:

  • Strong people skills and a customerfocused mindset
  • Attention to detail and comfort with cash handling
  • Ability to manage multiple tasks with accuracy
  • Problemsolving skills and sound judgment
  • Respect for confidentiality and regulatory compliance

Our Culture

At Bank of Luxemburg, culture is the foundation of how we work. You’ll join a team that values:

  • Teamwork and continuous improvement
  • Transparency and open communication
  • Community involvement and volunteerism
  • Exceptional customer service

These values shape how we support customers, collaborate with colleagues, and serve our community.

Benefits & Growth

We invest in our employees so they can invest in others. This parttime role includes:

  • Health, dental, and vision insurance
  • Competitive pay and paid timeoff
  • Paid timeoff to volunteer
  • Professional development and growth opportunities
  • A supportive workplace rooted in respect and purpose

Why Bank of Luxemburg

Joining our Algoma team means becoming part of a communitycentered organization where your work truly matters. You’ll build relationships, support customers through important financial moments, and contribute to a mission that makes a real difference.

If you’re ready to grow your career at a bank that values people first, we’d love to hear from you.

Apply