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Proposal Associate Jobs in Wisconsin (NOW HIRING)

Signal Tru Brand

Client Service Associate

Madison, WI · On-site

$50K - $55K/yr

Client Service Associate At Signal Tru Brand, we craft experiences that connect people, ideas, and ... Support the development of client proposals, reports, and presentations. * Monitor client ...

Directsupply

Project Associate

Milwaukee, WI

In the Project Associate position, you'll play a key role in delivering successful Aptura and ... Create accurate quotes or proposals, including requesting pricing, freight, logistic and/or ...

Direct Supply, Inc.

Project Associate

Milwaukee, WI · On-site

In the Project Associate position, you'll play a key role in delivering successful Aptura and ... Create accurate quotes or proposals, including requesting pricing, freight, logistic and/or ...

Outrider Foundation

Program Associate

Madison, WI · On-site

Outrider Foundation is hiring a Program Associate to coordinate events and build fundraising ... Preparing grant reports and proposals, and annual impact reports * Coordinating payments and ...

Schneider

Associate General Counsel

Green Bay, WI · On-site

... proposals. * Develop and provide engaging legal education and training for the company. Skills and qualifications: * Doctor of Law. * Admitted to practice law in Wisconsin. * A minimum of 6 years of ...

Alphabe Insight Inc

Client Service Associate

Madison, WI · On-site

$50K - $55K/yr

We are seeking a motivated Client Service Associate to join our dynamic team in Madison, WI. The ... Support the development of client proposals, reports, and presentations. * Monitor client ...

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Showing results 21-40

All JobsProposal Associate JobsProposal Associate Jobs in Wisconsin

Proposal Associate information

See Wisconsin salary details

$15

$25

$38

How much do proposal associate jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for proposal associate in Wisconsin is $25.88, according to ZipRecruiter salary data. Most workers in this role earn between $17.69 and $32.02 per hour, depending on experience, location, and employer.

What is a proposal associate?

Proposal Associates are professionals who support the development, organization, and submission of proposals, typically in response to requests for proposals (RFPs) from clients or government agencies. They coordinate with various teams to gather necessary information, ensure compliance with requirements, and help create compelling written documents that showcase their company's capabilities. Proposal Associates play a key role in managing timelines, formatting documents, and often contribute to writing and editing proposal content. Their work is essential in helping organizations win new business or secure funding.

What are the key skills and qualifications needed to thrive as a proposal associate, and why are they important?

To thrive as a Proposal Associate, you need strong writing, editing, and organizational skills, often supported by a bachelor's degree in communications, business, or a related field. Familiarity with proposal management software (such as RFPIO or Loopio), Microsoft Office Suite, and sometimes Shipley or APMP certifications is typical. Attention to detail, time management, and effective collaboration are vital soft skills for excelling in fast-paced proposal environments. These abilities ensure high-quality, compliant proposals that meet client requirements and increase the organization's chances of winning new business.

How does a proposal associate typically collaborate with subject matter experts during the proposal development process?

As a Proposal Associate, you will frequently work alongside subject matter experts (SMEs) to gather technical details, clarify requirements, and ensure proposal content is both accurate and compelling. This often involves scheduling interviews, facilitating information-sharing sessions, and translating complex information into clear, client-focused responses. Building strong relationships and maintaining open communication with SMEs is key to meeting tight deadlines and producing high-quality proposals. Your ability to coordinate input from multiple stakeholders is crucial throughout the proposal lifecycle.

What is the difference between Proposal Associate vs Proposal Coordinator?

AspectProposal AssociateProposal Coordinator
CredentialsTypically requires a bachelor's degree in business, communications, or related fieldSimilar educational background, often with additional certifications in project management
Work EnvironmentWorks in corporate or consulting firms, supporting proposal developmentWorks closely with teams to organize and manage proposal processes
Employer & Industry UsageCommon in government, consulting, and engineering firmsUsed across similar industries, often interchangeable in job listings

The Proposal Associate and Proposal Coordinator roles share similar educational backgrounds and work environments, focusing on supporting proposal development. The Proposal Associate often handles research and drafting, while the Proposal Coordinator manages timelines and coordination efforts. Both roles are essential in winning bids and are frequently compared by job seekers in the proposal management field.

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

The most popular types of Proposal jobs in Wisconsin are:

What are popular job titles related to Proposal Associate jobs in Wisconsin?

For Proposal Associate jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Proposal Associate jobs in Wisconsin look for?

The top searched job categories for Proposal Associate jobs in Wisconsin are:

What cities in Wisconsin are hiring for Proposal Associate jobs?

Cities in Wisconsin with the most Proposal Associate job openings:

Proposal Associate jobs near you
Infographic showing various Proposal Associate job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 27% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $53,833 per year, or $25.9 per hour.

Client Service Associate

Russell Investments

Milwaukee, WI • On-site

$50K - $60K/yr

Full-time

Medical, Retirement, PTO

Posted 29 days ago

Job description

Salary Range:
$50,000 USD - $60,000 USD
Specific compensation will be based on candidate's experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments, salary is just one part of our compensation package. Our total rewards approach includes participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs. In addition, the successful candidate for this role has the ability to earn sales incentives based on activity, revenue, cashflow generation, or other performance criteria.
Job Description:
The primary purpose of this position is to be the first point of contact for existing and potential clients by answering inbound telephone calls and providing client service for products within US Advisor & Intermediary Solutions (AIS). The Client Service Associate (CSA) will be responsible for responding to fund-related questions and requests via inbound calls and the Russell website. The CSA associates generate several types of client-ready proposals and reports for both Russell sales teams and financial advisors. This person will provide support to both sales and operations through the process of opening, maintaining and closing PMA accounts. The CSA provides a high-quality service experience by assisting the sales teams with new and current relationships. While in this role, it is encouraged to acquire, develop and refine consultative, selling and relationship management skills. A potential path to a future Regional Consultant opportunity.
The responsibilities of the individual in this position include:
  • Reactive and proactive Client Support
  • Act as 1st tier resource for inbound general client calls
  • Act as primary point of contact on account service questions and inquiries using a variety of tools and escalate appropriately
  • Work with financial advisors, sponsors and account administrators to coordinate the account opening process and transactions of Russell Personalized Managed Accounts (PMA)
  • Identify and solve reconciliation questions around PMA
  • Understand plan administrator's tools, dashboards and systems regarding PMA
  • Professionally represent Russell Investments by promptly and accurately meeting the service needs of clients, vendors, and Russell Investments associates
  • Research distributor questions or inquiries using a variety of systems and resources, both internal and external
  • Accurately communicate and enforce all established policies and procedures designed to provide consistent, quality service to clients and limit financial risk to Russell Investments
  • Escalate operational, client service and technical issues as necessary
  • Demonstrating proficient Technical and Analytical Skills
  • Support internal sales team by creating proposals and performance reports and by fulfilling reactive client requests
  • Support the rollout, and upgrades, and provide in-depth knowledge of; Multi-Asset Portfolio Builder, Value of Tax Management Tool and Russell Investments website.
  • Ensure all client requests; issues, resolutions, and other relevant information are documented in the CRM system to ensure open communication and effective reporting
  • Document and update processes and procedures necessary to meet client needs
  • Provide fulfillment services for clients
  • Effectively Contribute to the Teamwork Environment
  • Escalate clients' calls to the appropriate regional service or sales team member when a sales opportunity is present or the inquiry requires more in-depth expertise
  • Seek ways to improve and enhance products/processes
  • Assist with sales team initiatives from a subject matter expert standpoint
  • Back-up associates during absences and heavy workload periods
  • Support the sales team in the achievement of department objectives
  • Responsible for sharing insight from financial professionals and demands in the investment marketplace to help bring new products or concepts to market, as well as timely communication
  • Maintain an Associate Regional Director and or Regional Director as a mentor for a meaningful period

The successful candidate will have extensive demonstrable skills and experiences including the following:
  • FINRA Series 7 and 63 & 65 (or 66) licenses preferred.
  • Bachelor's degree.
  • Demonstrate a passion and skill in the art of selling.
  • One or more years of client service and financial industry experience, including experience in an operations-based financial environment. Mutual fund experience is preferred.
  • Superior telephone answering skills, including a high comfort level with working with customers to resolve issues over the telephone.
  • Ability to thrive in a team environment.
  • Demonstrated outstanding client service and interpersonal skills.
  • Excellent listening, written, and verbal communication skills; ability to follow written procedures.
  • Capacity to establish and manage a process under deadlines.
  • Time management and organizational skills; managing multiple responsibilities and changing priorities.
  • Demonstrated proficient analytical and technical skills- working with various software products.
  • Demonstrated project management/participation skills

This role is not eligible for employment-based immigration sponsorship. Applicants must be legally authorized to work in the United States without employer sponsorship, now or in the future.
Equal Employment Opportunity
Russell Investments is committed to providing equal employment opportunities for all associates and employment applicants regardless of race, religion, ancestry, creed, color, gender (including gender identity which refers to a person's actual or perceived sex, and includes self-image, appearance, behavior or expression, whether or not different from that traditionally associated with a person's biological sex), age, national origin, citizenship status, disability, medical condition, military status, veteran status, marital status, sexual orientation, past or present unemployment status , or any other characteristic protected by law.

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