Top 295 Client service 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
10d
Veterinarian in La Crosse, WI
Thompson Animal Medical Center —Wisconsin
- $95,000 - $140,000 a year
- Email
- Private practice
- Doctoral degree
- In-person
- Health insurance
- Paid time off
Quick Apply
Operations Specialist
Private Client Services, LLC —Appleton, WI
- $53,500 - $62,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Health savings account
- Health insurance
Quick Apply
Quality Assurance Coordinator
Outlook Group LLC —Neenah, WI
- Engineering
- Mid-level
- High school diploma or GED
- Paid holidays
- Disability insurance
Quick Apply
5d
CNC Operator- 1st and 2nd shift available **$4,000 sign-on bonus**
American Custom Metal Fabricating, Inc —Green Bay, WI
- From $25 an hour
- Full-time
- Basic math
- Mid-level
- Forklift
- Health insurance
- Dental insurance
Quick Apply
Financial Services Support Specialist
Gateway Financial Partners —Appleton, WI
- $55,000 - $70,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
JDA Supply Chain Planning
Sonsoft Inc —Neenah, WI
- Full-time
- Oracle
- 3 years
- Analysis skills
Quick Apply
Lead Field Controls Technician
Thermo Systems LLC —Wisconsin
- Up to $82,000 a year
- Full-time
- Mid-level
- Travel
- US work authorization
- Travel reimbursement
- Tuition reimbursement
Quick Apply
Retailer Relationship and Execution Specialist
ACO-US —Appleton, WI
- $17.98 - $24.00 an hour
- Full-time
- Microsoft Outlook
- Sales
- Merchandising
- Health insurance
- Dental insurance
Quick Apply
Nurse Practitioner or Physician Assistant Clinical Manager
Concentra —Green Bay, WI
- Full-time
- Nursing
- Customer service
- Certified Nurse Practitioner
- Paid holidays
- Disability insurance
Associate Veterinarian
Wrightstown Veterinary Clinic —Wrightstown, WI
- Surgery
- Communication skills
- Entry level
- Continuing education credits
- Paid parental leave
Field Controls Technician
Thermo Systems LLC —Wisconsin
- Full-time
- Travel
- US work authorization
- Entry level
- Travel reimbursement
- Tuition reimbursement
Quick Apply
Investment Associate
4 Ten Capital —Appleton, WI
- $50,000 - $70,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Licensed Low Voltage Technician
Walmart —Green Bay, WI
- $33 - $63 an hour
- Full-time
- High school
- Mid-level
- Children
- Employee stock purchase plan
- Health insurance
Quick Apply
Lead Event Specialist Part Time
Product Connections —Appleton, WI
- $16.50 - $17.00 an hour
- Part-time
- Serving
- Computer literacy
- High school diploma or GED
Quick Apply
Client Associate
Royal Bank of Canada —Green Bay, WI
- Full-time
- Sales
- Research
- Office
Administrator - The Courtyard at Oshkosh
Encore Senior Living —Oshkosh, WI
- $110,000 a year
- Management
- Mid-level
- High school diploma or GED
- Disability insurance
- Health insurance
Associate Administrator
Encore Senior Living —Oshkosh, WI
- $27 an hour
- Full-time
- 18 years or older
- High school diploma or GED
- Team management
- Disability insurance
- Health insurance
6d
IT Support Specialist
Luvata Appleton, LLC —Kimberly, WI
- Full-time
- Microsoft Outlook
- Office
- Continuous improvement
6d
Receptionist (part-time)
Appleton Highland Memorial Park —Appleton, WI
- Part-time
- Serving
- Word processing
- Office
Quick Apply
3d

I want to receive the latest job alert for client service associate in appleton wi

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client service associate jobs near appleton wi

Client Service Associate

Knuth Financial Life Planning
Appleton, WI

Quick Apply

Job Details

Full-time
$22.83 - $28.00 an hour
10 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

Refine Your Search

client service associate jobs in appleton wi

Client Service Associate

Veterinarian in La Crosse, WI

Operations Specialist

Quality Assurance Coordinator

CNC Operator- 1st and 2nd shift available $4,000 sign-on bonus

Financial Services Support Specialist

JDA Supply Chain Planning

Lead Field Controls Technician

Retailer Relationship and Execution Specialist

Nurse Practitioner or Physician Assistant Clinical Manager

Associate Veterinarian

Field Controls Technician

Investment Associate

Licensed Low Voltage Technician

Lead Event Specialist Part Time

Client Associate

Administrator - The Courtyard at Oshkosh

Associate Administrator

IT Support Specialist

Receptionist (part-time)

I want to receive the latest job alert for client service associate in appleton wi

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected