HiringCafe
Join our community

54 client associate jobs at 36 companies in Madison, WI

3w
Save
Mark Applied
Hide
Client Support Associate - Banking
Madison, Wisconsin, United States
OnsiteFull Time
Bankers' Bank
Bankers' Bank: Provides correspondent banking and financial services to community banks.
Provide banker-to-banker client support and transaction processing for Payments & Cash Management; strong customer service, multitasking, and proficiency with Microsoft and Adobe programs; associate degree preferred or equivalent experience.
Microsoft, Adobe, Client Relationship Management software
Job PostingView all
1mo
Save
Mark Applied
Hide
Associate, Client Service
Madison, Wisconsin, United States
$50k-$58k/yr OnsiteFull Time
Wealthspire
Wealthspire: Provides integrated wealth management and financial advisory services.
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
Job PostingView all
1w
Save
Mark Applied
Hide
Client Service Associate
Clinton, Wisconsin, United States
$20-$25/hr OnsiteFull Time
Wealth Enhancement Group
Wealth Enhancement Group: Comprehensive wealth management and financial planning for individuals.
Client service or administrative experience preferred, bachelor\u0002s degree preferred, strong communication, attention to detail, Microsoft Office proficiency; Salesforce experience a plus.
Microsoft Office, Salesforce
Job PostingView all
1mo
Save
Mark Applied
Hide
Client Service Associate
Middleton, Wisconsin, United States
OnsiteFull Time
Lake Ridge Bank
Lake Ridge BankOTC: LRBI: Community bank providing commercial, personal, and wealth management services.
High school diploma or equivalent; cash-handling experience preferred; strong interpersonal, communication, problem-solving, basic math, and computer skills; willing to work additional hours, evenings, and occasional Saturdays.
Job PostingView all
1mo
Save
Mark Applied
Hide
Associate, Client Service
Madison, Wisconsin, United States
$50k-$58k/yr HybridFull Time
Aon
AonNYSE: AON: Global professional services firm providing risk and people solutions.
Bachelor's preferred in finance/economics, relevant financial services experience preferred, strong Microsoft Office and CRM skills, organizational and communication abilities, attention to detail, and willingness to learn custodial processes and platform systems.
Microsoft Office Suite, CRM, custodial platforms, custodian websites
Job PostingView all
2mo
Save
Mark Applied
Hide
Client Service Associate
Madison or Rockford
OnsiteFull Time
Choreo
Choreo: Provides comprehensive financial planning and investment advisory services.
3+ YOE2-year degree in a related field; 3+ years in Wealth Management or Financial Services; strong communication, detail orientation, compliance; proficient Microsoft Office; ability to work independently.
Microsoft Office, CRM, Charles Schwab, Fidelity, Schwab Institutional, Black Diamond, eMoney Advisor, Microsoft Dynamics CRM
Job PostingView all
2w
Save
Mark Applied
Hide
Client Services Associate I - Wealth Management Department
Madison or Sun Prairie
$25/hr OnsiteFull Time
UW Credit Union
UW Credit Union: Member-owned financial cooperative providing banking and lending services.
1+ YOEAssociate degree in business/finance or equivalent experience, 1+ year financial services or client service experience, strong communication and problem-solving, and required/obtainable licenses (WI Life & Health, SIE, Series 7, Series 66).
Job PostingView all
1mo
Save
Mark Applied
Hide
The Hausmann Group - Select Client Associate, Property & Casualty
Madison, Wisconsin, United States
HybridFull Time
Hausmann Group
Hausmann Group: Independent insurance agency providing business insurance and employee benefit solutions.
Provide client and policy support using Applied EPIC; obtain Wisconsin Property & Casualty license within 90 days; one year office experience preferred; valid driver’s license required; ability to sit and use a computer most of the day.
Applied EPIC
Job PostingView all
3w
Save
Mark Applied
Hide
Senior Associate - Client Accounting Services
Madison, Wisconsin, United States
OnsiteFull Time
Sorren
Sorren: National firm providing accounting, tax, and advisory services.
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.
Job PostingView all
5d
Save
Mark Applied
Hide
Registered Financial Client Associate
Madison, Wisconsin, United States
OnsiteFull Time
Benjamin F. Edwards
Benjamin F. Edwards: Providing personalized wealth management and investment advisory services.
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
Job PostingView all
1w
Save
Mark Applied
Hide
Client Experience Partner
Sun Prairie, Wisconsin, United States
HybridFull Time
Heartland Business Systems
Heartland Business Systems: Delivers comprehensive IT solutions and technology consulting services.
2+ YOE2+ years in customer success/account management in IT services, associate degree or equivalent, CRM/PSA experience, Microsoft Office proficiency, presentation and relationship-building skills, ability to travel to client sites.
ConnectWise Manage, Salesforce, HubSpot, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Job PostingView all
1d
Save
Mark Applied
Hide
Client Services Representative (Temporary)
Philadelphia or Williamsport or State College or Eau Claire or Pittsburgh or Lancaster or Appleton or Pittston or Frisco or Madison or Janesville or Milwaukee or Oak Creek or Clarks Summit or Lehigh Valley or New Castle or Huntingdon Valley
$16-$41/hr RemoteFull Time
Baker Tilly
Baker Tilly: Provides audit, tax, and consulting services to business clients.
2+ YOEHigh school diploma, 2 years customer service experience (or associate's preferred), ability to work remote contact center, strong data entry and communication, knowledge of health insurance terminology preferred.
Job PostingView all
2w
Save
Mark Applied
Hide
Retail Sales Associate Part Time
Fitchburg, Wisconsin, United States
$15-$19/hr OnsitePart Time
Glow Brands
Glow Brands: Operates tanning, fitness, and wellness retail franchises.
Customer-service focused retail associate able to meet sales targets, perform basic computer tasks, stand for long periods, lift boxes, maintain cleanliness, and engage clients professionally.
Job PostingView all
2mo
Save
Mark Applied
Hide
Customer Success Associate
Madison, Wisconsin, United States
$34k-$57k/yr HybridFull Time
Wolters Kluwer
Wolters KluwerEuronext Amsterdam: WKL: Provides professional information and software solutions for specialized industries.
1+ YOEBachelor’s degree or equivalent B2B client service experience; 1 year B2B client/customer service; FinCEN ID required after start.
Salesforce, Microsoft Excel, Microsoft Word, PowerPoint, Outlook
Job PostingView all
3w
Save
Mark Applied
Hide
Associate Advisor
Middleton, Wisconsin, United States
$65k-$85k/yr HybridFull Time
Savant Wealth Management
Savant Wealth Management: Independent fiduciary firm providing comprehensive wealth management and planning.
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.
Job PostingView all
1mo
Save
Mark Applied
Hide
Associate Banker, 30 hour - McKee & Fitchrona
Fitchburg, Wisconsin, United States
OnsitePart Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
High school diploma/GED, client service experience, strong communication and relationship skills, ability to learn products and resolve client issues; cash handling experience preferred.
tablet, Chase Mobile App, Chase.com, ATM
Job PostingView all
2d
Save
Mark Applied
Hide
General Utility Associate
Madison, Wisconsin, United States
OnsiteFull Time
Aramark
AramarkNYSE: ARMK: Provides food, facility, and support services to organizations.
Support warehouse and client-site operations, receive and stage inventory, perform light equipment service, maintain cleanliness, and follow safety and food-safety procedures.
Job PostingView all
2d
Save
Mark Applied
Hide
General Utility Associate
Madison, Wisconsin, United States
OnsiteFull Time
Aramark
AramarkNYSE: ARMK: Provides food and facility management services to diverse organizations.
Flexible warehouse and client-site support including receiving, stocking, basic equipment service, sanitation, and safe material handling; basic computer/mobile proficiency and reliability required.
Job PostingView all
1mo
Save
Mark Applied
Hide
Wealth Management Associate
Middleton, Wisconsin, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
5+ YOE5+ years relevant experience; active Series 7 and Series 66 (or Series 63 and Series 65); four-year degree preferred; strong MS Office/Excel skills; leadership, client service, and product knowledge.
Microsoft Office, Microsoft Excel, MS Online
Job PostingView all
2w
Save
Mark Applied
Hide
Retail Sales Associate / Customer Service
Fitchburg, Wisconsin, United States
$14-$17/hr OnsitePart Time
Elements Massage Columbus
Elements Massage Columbus: Provides therapeutic massage and skincare services in Columbus, Ohio.
Customer-facing sales and service role requiring strong communication, comfort with computers and scheduling systems, retail/hospitality experience preferred, ability to create positive client experiences.
Job PostingView all

Explore Jobs

Expand Your Job Search