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Sr Client Service Associate Jobs in Wisconsin (NOW HIRING)

Phenom People

Client Service Associate

Waukesha, WI

$14.50 - $20/hr

Senior Client Service Associate Senior Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Senior Client Service ...

Choreo

Client Service Associate

Madison, WI

$14.50 - $20.25/hr

Client Service Associate Rockford, IL or Madison, WI Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs ...

Choreo

Client Service Associate

Madison, WI

$14.50 - $20.25/hr

As a Client Service Associate, you will be responsible for managing client communications and support. In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members ...

Alphabe Insight

Client Service Associate

Madison, WI

$50K - $56K/yr

Client Service Associate Reboot Staff is a dedicated staffing partner committed to connecting talented professionals with organizations that value precision, integrity, and long-term growth. We take ...

Alphabe Insight

Client Service Associate

Milwaukee, WI

$14.25 - $19.75/hr

Client Service Associate Elevare Branding is a forward-thinking branding and business development company dedicated to helping organizations strengthen their market presence through strategic ...

Lake Ridge Bank

Client Service Associate

Mount Horeb, WI · On-site

$14.25 - $19.75/hr

The Client Service Associate (Teller) provides extraordinary service to internal and external clients with every interaction. They will engage clients in meaningful conversations while performing a ...

Lake Ridge Bank

Client Service Associate

Mount Horeb, WI · On-site

$14.25 - $19.75/hr

The Client Service Associate (Teller) provides extraordinary service to internal and external clients with every interaction. They will engage clients in meaningful conversations while performing a ...

Lake Ridge Bank

Client Service Associate

Mount Horeb, WI · On-site

$14.25 - $19.75/hr

The Client Service Associate (Teller) provides extraordinary service to internal and external clients with every interaction. They will engage clients in meaningful conversations while performing a ...

The QTI Group

Client Service Associate

Madison, WI

$14.50 - $20.25/hr

The QTI Group is partnering with Resonant Capital Advisors to hire a Client Service Associate (CSA) to join their team. Resonant Capital Advisors is a privately held, innovative, and growing ...

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All JobsSr Client Service Associate JobsSr Client Service Associate Jobs in Wisconsin

Sr Client Service Associate information

See Wisconsin salary details

$8

$17

$27

How much do sr client service associate jobs pay per hour?

As of Jun 14, 2026, the average hourly pay for sr client service associate in Wisconsin is $17.30, according to ZipRecruiter salary data. Most workers in this role earn between $14.09 and $19.42 per hour, depending on experience, location, and employer.

What is the role of a senior customer service associate?

A senior customer service associate is responsible for managing complex client inquiries, providing advanced support, and ensuring customer satisfaction. They often handle escalations, mentor junior staff, and utilize CRM tools to track interactions, requiring strong communication and problem-solving skills. The role may also involve training, process improvement, and maintaining high service standards.

What is the highest paying job in customer service?

In customer service, senior roles such as Senior Client Service Associate or Customer Service Manager tend to have higher salaries, especially in industries like finance or technology. These positions often require advanced skills, certifications, and experience, and can offer salaries exceeding $70,000 annually depending on the company and location.

What do client service associates do?

Client service associates are responsible for managing client accounts, addressing inquiries, resolving issues, and providing support to ensure customer satisfaction. They often use customer relationship management (CRM) tools and need strong communication and problem-solving skills to effectively serve clients and maintain positive relationships.

What does a senior client service associate do?

A senior client service associate manages client accounts, provides support and solutions to client inquiries, and ensures high levels of customer satisfaction. They often handle complex issues, coordinate with internal teams, and may use customer relationship management (CRM) tools to track interactions and service quality.
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What job categories do people searching Sr Client Service Associate jobs in Wisconsin look for? The top searched job categories for Sr Client Service Associate jobs in Wisconsin are:
Sr Client Service Associate jobs near you

Client Service Associate

Phenom People

Waukesha, WI

$14.50 - $20/hr

Other

Posted 18 days ago

Job description

Senior Client Service Associate

Senior Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Senior Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.

Client Support

  • Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
  • Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
  • Confirm authorization and authenticate client when processing requests
  • Onboard and maintain client accounts, including collecting client information and required documentation, processing money movement transactions as an example
  • Review and take appropriate action on client account alerts

Other

  • Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
  • Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
  • Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
  • Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
  • Proactively participate in firm initiatives directed by local management
  • Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors

Education and/or Experience

  • High School Diploma/Equivalency
  • College degree preferred
  • Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
  • At least 5 years of industry experience required
  • Demonstrated strong performance in current role for the prior 2 years, if applicable

Knowledge, Skills, and Abilities

  • Strong computer skills and knowledge of Microsoft Office products
  • Exceptional writing, interpersonal and client service skills
  • Detail orientated with superior organizational skills and ability to prioritize tasks
  • Team player with the ability to collaborate with others
  • Ability to work in a fast-paced, evolving environment
  • Goal oriented, self-motivated and results driven

Reports To

  • Business Service Officer

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

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