Top 10 Client services associate Jobs in Appleton, Wi

Client Service Associate
Knuth Financial Life Planning —Appleton, WI
- $22.83 - $28.00 an hour
- Full-time
- Background check
- Mid-level
- Office
- Paid holidays
- 401(k)
Quick Apply
13d
Client Associate
Royal Bank of Canada —Green Bay, WI
- Full-time
- Sales
- Research
- Office
Client Care Associate
FOREVER INC. —Hobart, WI
- $17 an hour
- Weekends as needed
- Mid-level
- 3 years
- Continuous improvement
- Opportunities for advancement
Quick Apply
Client Experience Associate
Renier Hoptopp Law Offices, LLC —De Pere, WI
- $55,000 - $70,000 a year
- Full-time
- Mid-level
- 3 years
- Communication skills
Quick Apply
Sports Sales/ Customer Service Associate- Winter Sports Knowledge
Play It Again Sports Oshkosh —Oshkosh, WI
- $12 - $18 an hour
- Part-time
- Inventory management
- In-person
- Communication skills
- Employee discount
Quick Apply
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Client Service Associate

Knuth Financial Life Planning
Appleton, WI

Quick Apply

Job Details

Full-time
$22.83 - $28.00 an hour
13 days ago

Benefits

Paid holidays
401(k)
Paid time off
401(k) matching
Life insurance
Retirement plan

Qualifications

Teamwork
Administrative experience
Medical administrative support
Attention to detail
Office experience

Full Job Description

Join a Team That Makes a Difference

At Knuth Financial Life Planning, we help individuals and families make confident financial decisions so they can focus on what matters most. We are looking for a friendly, organized, and service-oriented Client Service Associate to join our growing team.

This position is ideal for someone who enjoys building relationships, solving problems, and creating an exceptional experience for every client. Whether you're coming from banking, customer service, healthcare administration, or another professional office environment, we'd love to hear from you.

What You'll Do

As a Client Service Associate, you'll be an essential part of our team and help ensure every client receives outstanding service.

Your responsibilities will include:

Welcome clients and visitors to our office
Answer and direct incoming phone calls
Schedule appointments and manage advisor calendars
Prepare client meeting materials and paperwork
Process account paperwork and follow up to ensure completion
Assist clients with service requests and account maintenance
Maintain accurate client records using our CRM
Coordinate client communications and follow-up
Assist with client events, educational workshops, and appreciation events
Support advisors with administrative and operational tasks
Help keep the office organized and running efficiently

We're Looking For Someone Who Is

Friendly, personable, and professional
Highly organized with exceptional attention to detail
A strong communicator who enjoys helping people
Able to prioritize multiple tasks and meet deadlines
Proactive and willing to take initiative
Comfortable learning new technology and software
A dependable team player with a positive attitude

Qualifications

Preferred qualifications include:

2+ years of experience in customer service, banking, administrative support, healthcare administration, or another professional office environment
Strong computer skills, including Microsoft Office
Excellent written and verbal communication skills
Strong organizational and problem-solving abilities

Experience in financial services is a plus but is not required. We are committed to training the right individual who shares our values and passion for serving clients.

Why Join Knuth Financial Life Planning?

We believe our people are our greatest asset. We foster a collaborative, supportive environment where team members are encouraged to learn, grow, and build meaningful careers.

What We Offer

Competitive pay based on experience
Retirement plan with employer contributions
Paid time off and paid holidays
Professional development and continuing education opportunities
A welcoming, team-focused culture

About Us

Knuth Financial Life Planning is an independent financial planning firm dedicated to providing personalized advice and exceptional service. We believe financial planning is about helping people live with confidence, and every member of our team plays an important role in delivering that experience.

If you enjoy helping others, thrive in a collaborative environment, and are looking for a career where your work truly matters, we'd love to meet you.

Apply today by submitting your resume along with a brief note explaining why you're interested in joining Knuth Financial Life Planning.

Pay: $22.83 - $28.00 per hour

Benefits:

401(k)
401(k) matching
Life insurance
Paid time off
Retirement plan

Work Location: In person

Quick Apply

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client services associate jobs in appleton, wi

Client Service Associate

Client Associate

Client Care Associate

Client Experience Associate

Sports Sales/ Customer Service Associate- Winter Sports Knowledge

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