Client Service Associate Jobs in Wisconsin
Client Service Associate jobs in Wisconsin concentrate in financial services, insurance, and wealth management, with strong demand at both entry and experienced levels across the state's major metros. Milwaukee, Madison, and Green Bay lead in active openings, and established employers like Northwestern Mutual, Baird, and Johnson Financial Group consistently hire for these roles. The most in-demand specialties include investment operations support, insurance client services, and banking relationship assistance. Find a role that fits below and apply directly.
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Drake & Associates is a growing financial planning firm dedicated to helping clients achieve financial confidence through comprehensive planning and an exceptional client experience. As we continue to grow, we are seeking a Client Service Specialist who is passionate about serving clients, thrives in a fast-paced environment, and takes pride in delivering accurate, high-quality work.
About This Opportunity
The Client Service Specialist plays a critical role in supporting both clients and advisors by ensuring service requests, account maintenance, and new business processing are completed accurately and efficiently. This position serves as a point of contact for clients and is instrumental in creating a seamless experience throughout the client journey.
The ideal candidate is highly organized, detail-oriented, and committed to providing outstanding service. They enjoy building relationships, solving problems, and taking ownership of their work. This role offers the opportunity to build a long-term career within a growing firm while making a meaningful impact on both clients and the team.
How You'll Make an Impact
Client Service & Relationship Management
- Deliver exceptional service and support to clients through phone, email, and other communication channels.
- Respond to client inquiries and service requests in a timely, professional manner.
- Build and maintain positive relationships with clients while ensuring a high level of client satisfaction.
- Communicate effectively with advisors, custodians, and internal team members to resolve client needs.
Account & New Business Processing
- Process account applications and service requests accurately and efficiently.
- Assist clients in gathering and submitting required documentation.
- Coordinate account transfers and monitor progress through completion.
- Support client onboarding and ensure a smooth transition into the firm.
- Assist advisors with appointment preparation and follow-up activities.
- Maintain accurate client records and documentation within the CRM.
Administrative & Operational Support
- Document client interactions and update records in the CRM system.
- Monitor workflows and follow through on outstanding items.
- Support office operations and contribute to continuous process improvement.
- Collaborate with team members to ensure operational excellence and consistency.
What We're Looking For
Required
- 1+ years of experience in client service, administration, or financial services.
- Strong organizational, communication, and time management skills.
- Detail-oriented with a commitment to accuracy.
- Proficiency with Google Workspace or similar software.
- Ability to learn new systems and processes quickly.
Preferred
- Active Wisconsin Life & Health License
- Financial services experience.
- Familiarity with CRM systems, preferably Salesforce.
- Interest in obtaining the Series 65 license and growing a career in financial services.
Desired Traits
- Client-focused with a strong sense of ownership.
- Organized, adaptable, and able to manage multiple priorities.
- Positive, dependable, and committed to continuous improvement.
Drake & Associates is a growing financial planning firm dedicated to helping clients achieve financial confidence through comprehensive planning and an exceptional client experience. As we continue to grow, we are seeking a Client Service Specialist who is passionate about serving clients, thrives in a fast-paced environment, and takes pride in delivering accurate, high-quality work.
About This Opportunity
The Client Service Specialist plays a critical role in supporting both clients and advisors by ensuring service requests, account maintenance, and new business processing are completed accurately and efficiently. This position serves as a point of contact for clients and is instrumental in creating a seamless experience throughout the client journey.
The ideal candidate is highly organized, detail-oriented, and committed to providing outstanding service. They enjoy building relationships, solving problems, and taking ownership of their work. This role offers the opportunity to build a long-term career within a growing firm while making a meaningful impact on both clients and the team.
How You'll Make an Impact
Client Service & Relationship Management
- Deliver exceptional service and support to clients through phone, email, and other communication channels.
- Respond to client inquiries and service requests in a timely, professional manner.
- Build and maintain positive relationships with clients while ensuring a high level of client satisfaction.
- Communicate effectively with advisors, custodians, and internal team members to resolve client needs.
Account & New Business Processing
- Process account applications and service requests accurately and efficiently.
- Assist clients in gathering and submitting required documentation.
- Coordinate account transfers and monitor progress through completion.
- Support client onboarding and ensure a smooth transition into the firm.
- Assist advisors with appointment preparation and follow-up activities.
- Maintain accurate client records and documentation within the CRM.
Administrative & Operational Support
- Document client interactions and update records in the CRM system.
- Monitor workflows and follow through on outstanding items.
- Support office operations and contribute to continuous process improvement.
- Collaborate with team members to ensure operational excellence and consistency.
What We're Looking For
Required
- 1+ years of experience in client service, administration, or financial services.
- Strong organizational, communication, and time management skills.
- Detail-oriented with a commitment to accuracy.
- Proficiency with Google Workspace or similar software.
- Ability to learn new systems and processes quickly.
Preferred
- Active Wisconsin Life & Health License
- Financial services experience.
- Familiarity with CRM systems, preferably Salesforce.
- Interest in obtaining the Series 65 license and growing a career in financial services.
Desired Traits
- Client-focused with a strong sense of ownership.
- Organized, adaptable, and able to manage multiple priorities.
- Positive, dependable, and committed to continuous improvement.
See All 20 Client Service Associate Jobs in Wisconsin
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Find Client Service Associate JobsClient Service Associate Jobs by City in Wisconsin
Where Wisconsin roles are concentrated, by current openings.
Client Service Associate Job Market in Wisconsin
A snapshot from current Wisconsin openings, updated as new roles post.
Who's Hiring
What Wisconsin Employers Look For
The qualifications that appear most often in client service associate jobs across Wisconsin.
- FINRA Series 7 or Series 66 license preferred or required by many Wisconsin financial employers
- Associate or bachelor's degree in business, finance, or a closely related field
- One or more years of experience in a client-facing financial services or banking role
- Proficiency with CRM software and standard office productivity tools
- Strong written and verbal communication skills for managing client correspondence
- Ability to handle multiple client accounts and prioritize tasks in a fast-paced environment
Client Service Associate Jobs in Wisconsin: Frequently Asked Questions
How do you become a client service associate in Wisconsin?
Most Wisconsin employers hire client service associates with an associate or bachelor's degree in business, finance, or a related field, though some accept equivalent work experience. Roles at registered investment advisers or broker-dealers typically require or encourage obtaining a FINRA license such as the Series 7 or Series 66, which you register for through a sponsoring employer. Strong candidates also build familiarity with financial planning software and client relationship management tools before applying.
Which companies hire client service associates in Wisconsin?
Wisconsin client service associate roles are posted by NICOLET NATIONAL BANK, Annex Wealth Management, and Stifel and others right now, based on current listings on Migrate Mate as of November 2026. Wisconsin's concentration of insurance headquarters and independent wealth management firms means openings appear consistently across both large national brands and well-established regional players.
Which Wisconsin cities have the most client service associate jobs?
Grafton, Madison, and Appleton account for the largest share of client service associate openings in Wisconsin. Milwaukee drives volume through its dense cluster of financial services firms, insurance carriers, and regional banks, while Madison's mix of university-adjacent institutions and growing fintech employers supports steady demand, and Green Bay's manufacturing economy produces openings in commercial banking and business client support.
Are there remote client service associate jobs in Wisconsin?
Yes, and they're reasonably common, since much of the work involves phone, email, and digital account management that translates well to remote settings. About 20% of client service associate openings tied to Wisconsin are remote or hybrid as of November 2026, reflecting growing flexibility across financial and insurance employers. Client onboarding and ongoing account servicing tasks tend to be the most remote-friendly parts of the role.
How can I get hired as a client service associate in Wisconsin with little or no experience?
The most realistic entry path is applying to associate or client support roles at Wisconsin bank branches or insurance offices, where employers like Johnson Financial Group and regional credit unions regularly hire candidates without deep industry backgrounds. Transferable experience from retail banking, customer-facing office work, or administrative support in a professional setting is valued. Completing a FINRA exam before applying, even before a firm sponsors you, signals serious intent and gives you a clear edge over other entry-level applicants.
Where can I find and apply to client service associate jobs in Wisconsin?
You can find and apply to client service associate jobs in Wisconsin on Migrate Mate, which lists current Wisconsin openings from employers across financial services, insurance, and banking. Find roles that fit your background and apply directly to the ones that match.
See All 20 Client Service Associate Jobs in Wisconsin
Find roles in Wisconsin that match your experience and apply in just a few clicks.
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