50 client accounting services associate jobs at 24 companies in Wisconsin
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Senior Associate - Client Accounting Services
Madison, Wisconsin, United States
OnsiteFull Time
3+ YOE3+ years accounting experience, bachelor’s in accounting or related field preferred; CPA preferred; strong GAAP knowledge, analytical skills, communication, and ability to manage multiple engagements and coach associates.
3mo
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Registered Client Service Associate
La Crosse, Wisconsin, United States
OnsiteFull Time
2+ YOEAdministrative support, client account handling, license readiness, and basic industry knowledge.
Microsoft Excel, Microsoft Word, PowerPoint, Outlook
2mo
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Associate, Client Service
Madison, Wisconsin, United States
$50k-$58k/yr OnsiteFull Time
Support advisor teams with account onboarding, custodial account maintenance, asset movements, client communication; bachelor’s in finance/economics preferred; CRM and Microsoft Office proficiency; strong organization and client focus.
Microsoft Office Suite, CRM, custodial platforms
1mo
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Part-Time Client Service Associate
Hudson, Wisconsin, United States
$24-$39/hr OnsitePart Time
Part-time onsite client service support: scheduling, processing account requests, CRM and Microsoft Office proficiency, strong communication and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, CRM
1mo
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Client Service Associate Float
Monona, Wisconsin, United States
OnsiteFull Time
Handle teller and account services across multiple branch locations, cash handling experience preferred, high school diploma or equivalent, strong communication and problem-solving skills.
1mo
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Registered Financial Client Associate
Madison, Wisconsin, United States
OnsiteFull Time
2+ YOE2+ years financial services experience, bachelor’s degree or equivalent, Series 7 and Series 63/65 or Series 66 required, proficient with Microsoft Office, detail-oriented and discreet.
Microsoft Office
1mo
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Client Experience Partner
Pewaukee, Wisconsin, United States
HybridFull Time
2+ YOE2+ years customer success/account management experience, associate degree or equivalent, strong communication, client advocacy, account retention/expansion, presentation and Microsoft Office proficiency.
ConnectWise Manage, Salesforce, HubSpot, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1mo
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Federal Tax Services Associate (Fall 2027/Winter 2028)
Madison, Wisconsin, United States
$62k-$74k/yr OnsiteFull Time
Bachelor's degree in accounting, strong Excel skills, ability to travel to client locations, 3.0 GPA preferred; working toward CPA preferred; strong communication and teamwork.
Microsoft Excel
6d
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Private Client Specialist
Wausau, Wisconsin, United States
OnsiteFull Time
1+ YOERequires 1–3 years in banking, finance, or investments and a high school diploma or equivalent. Associate or bachelor's degree in business or finance preferred; strong service, organization, accuracy, and multitasking skills required.
1mo
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Investment Client Srvcs Analyst (New Accounts) - Hybrid
Franklin, Wisconsin, United States
$23-$35/hr HybridFull Time
4+ YOEAssociate degree or equivalent, 4+ years customer service experience, basic investment product and tax knowledge, strong communication, attention to detail, computer proficiency, and fingerprinting required.
4d
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Client Resource Coordinator
Milwaukee or United States or Wisconsin
$23-$32/hr OnsiteFull Time
2+ YOEHigh school diploma or equivalent required; associate degree preferred. Requires 2–4 years of service industry experience, scheduling or service operations expertise, organization, communication, multitasking, and basic project accounting knowledge.
4d
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Client Resource Coordinator
Milwaukee, Wisconsin, United States
$23-$32/hr OnsiteFull Time
2+ YOEHigh school diploma or equivalent required; associate degree preferred. Requires 2–4 years of service industry experience, scheduling or service operations knowledge, strong organization, communication, prioritization, and basic project accounting skills.
1mo
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Client Service Administrator - Gateway Associates
Germantown or Wisconsin
$60k-$70k/yr HybridFull Time
Series 7/66 and state life & health licensing, experience supporting financial advisors, strong communication and attention to detail, Microsoft Office, Salesforce, DocuSign proficiency.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Salesforce, DocuSign
3w
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Tax Associate
Madison, Wisconsin, United States
OnsiteFull Time, Seasonal
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course.
Copilot, ChatGPT
3mo
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Associate Advisor - Evansville, WI
Evansville, Wisconsin, United States
$69k-$87k/yr OnsiteFull Time
1+ YOEBachelor's degree; 1+ years of face-to-face client experience in financial services; Life and Health insurance license; Series 65; CFP certification or willingness to obtain within first year; strong client relationship skills.
1mo
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Associate Advisor
Middleton, Wisconsin, United States
$65k-$85k/yr HybridFull Time
Entry-level advisory role pursuing CFP®, ability to obtain Series 65 within 6 months, bachelor's degree background preferred, strong analytical, communication, and client service skills, clean U4, willingness to sign non-compete.
2w
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Transaction Associate Manager
United States or Columbia or Nashville or Birmingham or Austin or Phoenix or Ashburn or Seattle or Denver or Tampa or Atlanta or Meridian or Indianapolis or Hartford or Portland or Topeka or Milwaukee or Salt Lake City or Providence or Oklahoma City or Ankeny or Erlanger or Alexandria or Boston or East Lansing or Chicago or Minneapolis or Jackson or Raleigh or Chatham or Albuquerque or Las Vegas or Baltimore or New York City or Cincinnati or Reading
$64k-$75k/yr RemoteFull Time
3+ YOEBachelor’s degree required; 3+ years of real estate transaction management or corporate real estate experience. Requires client service, communication, financial analysis, negotiation, organization, and multitasking skills.
Microsoft Excel
1mo
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Part Time (20 Hour) Associate Banker, Pewaukee Branch, Pewaukee, WI
Pewaukee, Wisconsin, United States
OnsitePart Time
Provide attentive client service, open and service accounts, use digital banking tools, handle cash devices, and learn products; high school diploma/GED and client service experience required.
Chase Mobile App, Chase.com
1mo
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Relationship and Operations Associate
Green Bay, Wisconsin, United States
$55k-$60k/yr OnsiteFull Time
1+ YOEProvide client and advisor support, process account administration and transfers, maintain accurate client records, and support project/workflow and process improvement; bachelor’s preferred and 1+ year financial services experience preferred.
Orion, Goldmine, Redtail, Salesforce, Microsoft Word, Microsoft Access, Microsoft Excel, Microsoft Outlook
1mo
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Senior Personal Trust Assistant
Green Bay, Wisconsin, United States
$22-$37/hr OnsiteFull Time
4+ YOEProvide administrative and trust account support to Relationship Managers; coordinate account administration, transaction processing, client service, and trust-document review. Requires banking/administrative experience and associate-level education.
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