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155 client associate jobs at 87 companies in Wisconsin

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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
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1mo
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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
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1w
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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
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1mo
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Client Teller Associate
Neillsville, Wisconsin, United States
$15-$19/hr OnsiteFull Time
Unity Bank
Unity Bank: Community bank providing personal and business financial services.
Provide friendly client service, accurately process financial transactions, manage cash, answer branch phone calls, and adhere to regulatory and compliance standards. Customer service and cash-handling experience preferred.
Microsoft Outlook, Microsoft Office
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2mo
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Client Service Associate - NR
Mequon, Wisconsin, United States
OnsiteFull Time
Stifel Financial
Stifel FinancialNYSE: SF: Financial services firm providing wealth management and investment banking.
2+ YOEHigh School diploma; 2 years clerical/related industry experience; proficient with MS Office; ability to open and maintain client accounts; strong customer service skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
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Part-Time Client Service Associate
Hudson, Wisconsin, United States
$42-$70/hr OnsitePart Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
Part-time on-site client service role requiring strong organizational, communication, Microsoft Office and CRM skills; ability to handle client requests, scheduling, and compliance tasks.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, CRM
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Associate Client Service Manager
Brookfield, Wisconsin, United States
HybridFull Time
Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
1+ YOEHigh school diploma/GED, 1+ years relevant experience, proficiency with Microsoft Office, relationship-building, adaptability, collaboration; preferred: associate degree, professional certification, client relationship experience.
Microsoft Office
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1d
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Associate Client Advocate
Chicago or Los Angeles or Phoenix or Houston or Denver or Overland Park or Detroit or Milwaukee or Pittsburgh or Philadelphia or New York or Short Hills or Boston or Arlington or Atlanta or Nashville or Tampa or Miami or Mobile
$90k-$120k/yr HybridFull Time
WTW
WTWNASDAQ: WTW: Provides global risk management, insurance brokerage, and advisory services.
5+ YOE5+ years commercial P&C insurance client-facing experience, knowledge of coverage forms and renewals, negotiation and relationship management, project management, excellent communication, and ability to obtain a P&C broker license.
Microsoft Office
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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.
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Client Relations Associate
Milwaukee, Wisconsin, United States
OnsiteFull Time
Cristo Rey Jesuit High School Milwaukee
Cristo Rey Jesuit High School Milwaukee: Provides affordable Catholic college-preparatory high school education.
Bachelor's degree required; strong relationship management and communication skills; experience with Salesforce/CRM, PowerSchool, Microsoft Excel, Google suite; valid driver's license; ability to lift 25 lbs; Spanish proficiency desired.
Salesforce, CRM, PowerSchool, Microsoft Excel, Google suite
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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
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2w
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Registered Client Associate
Green Bay, Wisconsin, United States
OnsiteFull Time
Raymond James
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
3+ YOE2+ years industry experience preferred, SIE/Series 7/66 required or willing to obtain, bachelor\u0002s degree preferred, CRM and Microsoft Office proficiency, strong communication and detail orientation.
Client Relationship Management (CRM), Microsoft Office
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Client Development Associate
Milwaukee, Wisconsin, United States
OnsiteFull Time
Hammes
Hammes: Vertically integrated real estate solutions platform for healthcare facilities.
1+ YOEBachelor's degree in business-related field, 1+ year real estate/business development/sales or marketing experience, strong communication, CRM experience, Microsoft Office proficiency, ability to generate leads and manage priorities.
Microsoft Outlook, Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Salesforce.com
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2mo
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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
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1w
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Client Care Associate
Hobart or Green Bay
$17/hr HybridFull Time
FOREVER
FOREVER: Offers permanent cloud storage and media digitization services.
3+ YOE3+ years call center experience, proficiency with ticketing systems and live chat, strong verbal/written communication, organized, tech-savvy; secondary education preferred.
Zendesk, Android, iOS, Artisan, Historian
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2w
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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).
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2mo
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Registered Client Service Associate
La Crosse, Wisconsin, United States
OnsiteFull Time
Stifel
StifelNYSE: SF: Global wealth management and investment banking firm.
2+ YOEOpen and maintain client accounts; provide admin support; license-ready; high school required; 2 yrs investment industry exp; Series 7 and 63/66 or willingness to obtain licenses.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
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Work From Home - Client Services Associate
Waukesha, Wisconsin, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Remote client services role in financial services requiring strong communication, integrity, ability to work independently and as part of a team, and a desire to help families.
Zoom
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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
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2d
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Senior Associate - Client Success
Houston or Philadelphia or Milwaukee or Dallas or Tampa or New York City or Seattle or Irvine or Chicago
$84k-$127k/yr HybridFull Time
Baker Tilly
Baker Tilly: Provides audit, tax, and consulting services to business clients.
3+ YOEBachelor's degree and 3+ years' related experience; experience in technology or management consulting or customer success; NetSuite and Salesforce experience; strong communication, analytical and stakeholder management skills.
NetSuite, Salesforce, HighSpot, ZoomInfo
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