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Investment Services Associate Jobs in Appleton, WI

Forever

Client Care Associate

Oneida, WI · On-site

$17/hr

Green Bay, WI (Hybrid) Overview Category Customer Service Description At FOREVER ® , we help ... Founded in 2012, we are a growth-stage company that is scaling fast, investing in innovation, and ...

FOREVER INC

Client Care Associate

Hobart, WI · Hybrid

$17/hr

Founded in 2012, we are a growth-stage company that is scaling fast, investing in innovation, and ... You'll assist with product and service inquiries, troubleshoot software issues across our web ...

CWI

RV Sales Associate

Oshkosh, WI · On-site

$50K - $150K/yr

We invest in your success from day one. Starting out, you'll enjoy the stability of a competitive ... service-member status, genetic information, or any other basis protected by applicable federal ...

H&R Block

Tax Associate

Appleton, WI · On-site

$57K - $76K/yr

Identify tax savings opportunities and recommend relevant products and services * Apply problem ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Ashwaubenon, WI · On-site

$56K - $75K/yr

Identify tax savings opportunities and recommend relevant products and services * Apply problem ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Appleton, WI · On-site

$55K - $74K/yr

Identify tax savings opportunities and recommend relevant products and services * Apply problem ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Neenah, WI · On-site

$60K - $80K/yr

Identify tax savings opportunities and recommend relevant products and services * Apply problem ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Appleton, WI · On-site

$56K - $74K/yr

Identify tax savings opportunities and recommend relevant products and services * Apply problem ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Oshkosh, WI · On-site

$54K - $72K/yr

Identify tax savings opportunities and recommend relevant products and services * Apply problem ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Little Chute, WI · On-site

$58K - $77K/yr

Identify tax savings opportunities and recommend relevant products and services * Apply problem ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Oshkosh, WI · On-site

$57K - $76K/yr

Identify tax savings opportunities and recommend relevant products and services * Apply problem ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

New Holstein, WI · On-site

$60K - $79K/yr

Identify tax savings opportunities and recommend relevant products and services * Apply problem ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

Menasha Corporation

Warehouse Associate

Oshkosh, WI · On-site

$15.75 - $18.75/hr

When you join ORBIS, you join a team that invests in your success from day one. Key Duties and ... Complete daily equipment checks and informs Service Center Manager when outside maintenance is ...

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All JobsInvestment Services Associate JobsInvestment Services Associate Jobs in Appleton, WI

Investment Services Associate information

See Appleton, WI salary details

$21.5K

$94.7K

$208.3K

How much do investment services associate jobs pay per year?

As of Sep 7, 2026, the average yearly pay for investment services associate in Appleton, WI is $94,717.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,400.00 and $114,600.00 per year, depending on experience, location, and employer.

What is an investment services associate?

An Investment Services Associate is a financial professional who supports investment advisors and clients by assisting with account management, processing transactions, conducting research, and providing customer service. They often work at banks, wealth management firms, or investment companies. Their primary responsibilities include responding to client inquiries, preparing investment reports, ensuring compliance with regulations, and facilitating smooth operations within the investment team. This role is ideal for those interested in finance, customer service, and gaining experience in investment management.

How does an investment services associate typically collaborate with financial advisors and clients?

Investment Services Associates play a critical support role, working closely with financial advisors to ensure client portfolios are managed efficiently. They gather and prepare account documentation, handle client inquiries, and assist with transactions such as trades or transfers. Regular communication with both advisors and clients is essential to resolve issues promptly and maintain high service standards. This teamwork fosters a collaborative environment where associates can learn from more experienced professionals and expand their industry knowledge.

What are the key skills and qualifications needed to thrive as an investment services associate, and why are they important?

To excel as an Investment Services Associate, you need a solid understanding of financial markets, investment products, and client relationship management, often supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and certifications such as FINRA Series 7 or 63 are commonly required. Strong communication, analytical thinking, and attention to detail are vital soft skills for building client trust and ensuring accurate transactions. These competencies are crucial for delivering effective investment solutions and maintaining high client satisfaction in a competitive financial environment.

What is the difference between Investment Services Associate vs Financial Advisor?

AspectInvestment Services AssociateFinancial Advisor
CredentialsTypically requires FINRA Series 7 and 63 licensesOften requires Series 7, 66/63, and CFP certification
Work EnvironmentBank or brokerage firm, supporting client transactionsIndependent or firm-based, providing personalized financial planning
Employer & IndustryFinancial institutions, investment firmsWealth management firms, independent practices
Search & Comparison IntentUnderstanding entry-level roles supporting investmentsSeeking comprehensive financial planning services

Investment Services Associates primarily support transaction processing and client account management within financial institutions, often requiring licensing. Financial Advisors focus on personalized financial planning and wealth management, often holding additional certifications. While both roles serve clients' investment needs, the Associate role is more support-oriented, whereas the Advisor provides comprehensive financial advice.

What job categories do people searching Investment Services Associate jobs in Appleton, WI look for?

The top searched job categories for Investment Services Associate jobs in Appleton, WI are:

Investment Services Associate jobs near you

Client Care Associate

Forever

Oneida, WI • On-site

$17/hr

Other

Re-posted 5 days ago

Job description

Client Care Associate

Location: Green Bay, WI (Hybrid)

Overview

Category Customer Service

Description

At FOREVER®, we help families and individuals save, organize, and share their precious memories – for generations. As the world's first and only permanent, complete, and trusted memory-keeping platform in the Cloud, we provide a unique, end-to-end solution to digitize, back-up, share, and permanently store personal and family memories. We're on a mission to build a company that serves people and families for generations.

Founded in 2012, we are a growth-stage company that is scaling fast, investing in innovation, and expanding our reach. This is a rare opportunity to join a purpose-driven team that uses cutting-edge technology to serve people with deep emotional impact.

About the Role

FOREVER is seeking a dynamic, client-focused and tech-savvy professional to join our Client Care Team. In this role, you'll serve as the voice of FOREVER, delivering concierge-level support to clients via phone, email, and chat. You'll assist with product and service inquiries, troubleshoot software issues across our web, mobile (Android/iOS), and desktop platforms (Artisan® and Historian™), and document interactions using tools like Zendesk. The ideal candidate is organized, technically proficient, relationship-oriented, and passionate about delivering exceptional service.

Key Responsibilities
  • Deliver exceptional client support across phone, email, and chat channels
  • Troubleshoot software and service issues across web, mobile, and desktop applications
  • Accurately document client interactions within customer support ticketing systems (e.g. Zendesk or similar platforms)
  • Educate and guide clients on product features and best practices within the FOREVER memory-keeping platform
  • Collaborate cross-functionally with Product, Engineering, and other teams to enhance the overall client experience
  • Contribute to usability testing and continuous improvement initiatives
  • Responsible for all other duties as assigned.
Qualifications
  • Secondary education preferred, but not required.
  • 3+ years of experience working in an inbound and/or outbound call center environment.
  • Proficiency with customer support ticketing systems and live chat platforms.
  • Strong verbal and written communication skills.
  • Excellent organizational and time management abilities.
  • Ability to thrive in a fast-paced, collaborative, and mission-driven environment with a proactive approach to problem-solving.

You'll Thrive at FOREVER If You…

  • Care deeply about helping people preserve and share their precious memories and stories.
  • Are results-oriented, data-savvy, and proactive in solving challenges.
  • Enjoy working with people and are a positive member of a mission-oriented, dedicated team.
  • Want to grow your management and leadership skills in a high-impact role with a growing company.
  • Appreciate a balance of strategic thinking and tactical execution.

What You'll Love About Working at FOREVER:

  • Mission-driven culture with meaningful impact on families around the world.
  • Direct collaboration with senior leaders.
  • A high-ownership, critical role in a growth-stage tech company.
  • Competitive salary, benefits, and opportunities for advancement.
  • A collaborative, values-driven team with a very highly connected remote workforce.

Job Details:

  • Schedule: Monday – Friday 9 am – 6 pm CST plus 1-2 weekends/month (9 am – 5 pm shift) When working on weekends, you will be given 2 week days off that week.
  • Compensation: $17.00/hour + based on experience

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