Top 80 Client services associate Jobs in Wisconsin

Para Planner, Client Relationship Manager
Karl & Associates Inc —Janesville, WI
- $50,000 - $79,680 a year
- Full-time
- Microsoft PowerPoint
- Microsoft Outlook
- Mid-level
- Health insurance
- 401(k) matching
Quick Apply
Para Planner, Client Relationship Manager
Karl & Associates Inc —Elkhorn, WI
- $50,000 - $79,680 a year
- Full-time
- Microsoft PowerPoint
- Microsoft Outlook
- Mid-level
- Health insurance
- 401(k) matching
Quick Apply
Client Service Associate
Investment Management Associates —Eau Claire, WI
- $42,000 - $54,000 a year
- Full-time
- Background check
- Computer literacy
- Office
- Paid holidays
Quick Apply
Sr. Client Accounting Advisor
Compeer Financial —Fond du Lac, WI
- $42,300 - $73,900 a year
- Hybrid work
- 5 years
- Office
- Analysis skills
- Wellness program
- Health savings account
Client Support Associate - Banking (Title Commensurate with Experience)
Bankers' Bank —Madison, WI
- Full-time
- Office
- Microsoft Office
- Experience equivalent to degree accepted
Quick Apply
Client Relations Specialist - Fast Track Opportunity to Freight Broker
C.H. Robinson —Milwaukee, WI
- $19.23 - $38.47 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
- Paid parental leave
- Health savings account
Registered Client Service Associate
The MOHR Enterprises LLC —Kohler, WI
- $70,000 - $85,000 a year
- Mid-level
Quick Apply
Lending Client Coordinator
Compeer Financial —Johnson Creek, WI
- $42,300 - $66,600 a year
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Wellness program
- Health savings account
Client Associate
Royal Bank of Canada —Green Bay, WI
- Full-time
- Sales
- Research
- Office
Client Contact Center Specialist
Johnson Financial Group —Racine, WI
- Full-time
- Mid-level
- Organizational skills
- Communication skills
Client Service Associate - NR
Stifel —Mequon, WI
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
IT SYSTEMS SUPPORT ANALYST ASSOC, FCH - IT CLIENT TECHNOLOGIES
Froedtert Health —Milwaukee, WI
- Weekends as needed
- Microsoft Outlook
- Analysis skills
- Driver's License
- Continuing education credits
- Disability insurance
Client Care Associate
FOREVER INC. —Hobart, WI
- $17 an hour
- Weekends as needed
- Mid-level
- 3 years
- Continuous improvement
- Opportunities for advancement
Quick Apply
Seasonal Client Associate - Mayfair
Travis Mathew —Wauwatosa, WI
- Part-time
- Cash register
- Communication skills
- Entry level
Associate Client Advocate - Construction
WTW —Milwaukee, WI
- $90,000 - $120,000 a year
- Full-time
- Mid-level
- Analysis skills
- Presentation skills
- Paid jury duty
- Health savings account
3d
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
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
11d
Client Specialist
Robert W. Baird —Milwaukee, WI
- Microsoft Excel
- Mid-level
- Office
Client Services Associate I - Wealth Management Department
UW Credit Union —Madison, WI
- From $25.46 an hour
- Full-time
- Office
- Finance
- US work authorization
- Paid holidays
- Health insurance
10d
ER Client Service Representative
VCA Animal Hospitals —Madison, WI
- Full-time
- Maintenance
- ER
- Entry level
- Health insurance
- Dental insurance

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client services associate jobs near wisconsin

Para Planner, Client Relationship Manager

Karl & Associates Inc
Janesville, WI

Quick Apply

Job Details

Full-time
$50,000 - $79,680 a year

Benefits

Health insurance
401(k) matching
Flexible schedule

Qualifications

Microsoft PowerPoint
Customer communication
Microsoft Outlook
Managing financial planning clients
Financial education

Full Job Description

Client Relationship Manager / Paraplanner

Join a Growing Financial Planning Practice Where You Can Make a Meaningful Impact

Are you a highly organized, proactive professional who thrives in a fast-paced environment and genuinely enjoys helping people? We are seeking an exceptional Client Relationship Manager / Paraplanner to become an integral part of our growing financial planning practice.

This is far more than an administrative position. You'll play a vital role in supporting clients, coordinating marketing initiatives, managing cases from start to finish, and helping deliver an outstanding client experience. If you're entrepreneurial, resourceful, detail-oriented, and enjoy wearing multiple hats, we'd love to meet you.

Responsibilities

Serve as a primary point of contact for clients, delivering exceptional service and communication.
Coordinate client appointments, follow-up, and ongoing case management.
Assist with financial planning, investment, insurance, and tax preparation workflows.
Organize educational seminars, client events, and marketing campaigns.
Coordinate advertising, direct mail, and client communications.
Prepare reports, presentations, and correspondence using Microsoft Office.
Maintain accurate client records while ensuring a high level of organization and confidentiality.
Support the advisor in delivering a first-class client experience.

Qualifications

Self-motivated with an entrepreneurial mindset.
Independent, assertive, and able to prioritize multiple projects.
Outstanding interpersonal and communication skills.
Highly organized with exceptional attention to detail.
Strong proficiency in Microsoft Outlook, Word, PowerPoint, Publisher, and other business software.
Previous experience in financial services, investments, tax preparation, insurance, or a related field is preferred but not required.
A positive attitude, professionalism, and a genuine desire to help clients achieve financial confidence.

What We Offer

Full-time position with a growing, client-focused financial planning practice.
Competitive compensation plus performance-based bonuses.
Opportunity to expand your knowledge of financial planning, investments, tax strategies, and insurance.
A collaborative, professional environment where your contributions make a real difference.
Long-term career growth for the right individual.

If you're looking for a career—not just a job—and want to become an essential member of a respected financial planning practice, we'd love to hear from you.

Job Type: Full-time

Pay: $50,000.00 - $79,680.00 per year

Benefits:

401(k) matching
Flexible schedule
Health insurance

Work Location: In person

Quick Apply

Refine Your Search

client services associate jobs in wisconsin

Para Planner, Client Relationship Manager

Para Planner, Client Relationship Manager

Client Service Associate

Sr. Client Accounting Advisor

Client Support Associate - Banking (Title Commensurate with Experience)

Client Relations Specialist - Fast Track Opportunity to Freight Broker

Registered Client Service Associate

Lending Client Coordinator

Client Associate

Client Contact Center Specialist

Client Service Associate - NR

IT SYSTEMS SUPPORT ANALYST ASSOC, FCH - IT CLIENT TECHNOLOGIES

Client Care Associate

Seasonal Client Associate - Mayfair

Associate Client Advocate - Construction

Client Experience Associate

Client Service Associate

Client Specialist

Client Services Associate I - Wealth Management Department

ER Client Service Representative

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