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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Showing 5 of 19+ Client Service Associate jobs
Client Service Associate (Client Advocate) — Financialoscopy Inc.
Onalaska, WI | In-person | Full-time | $38,000–$48,000 | 36-hour week
Help clients of a nearly 40-year La Crosse–Onalaska financial firm feel known, organized, and taken care of. This is a client-facing support role with a path toward licensed advisory work.
About the role:
You are the connective tissue between clients and advisors. You handle daily communication, document every important detail, prepare meetings, and keep work moving so advisors can spend time with people—not paperwork.
What you will do:
- Communicate with clients by phone, email, notes, and video; keep a complete written record of conversations, concerns, and next steps
- Prepare appointment folders, compile advisor notes, and start financial-model updates from statements and client information
- Sit in on meetings, take notes, send recaps, and track action items with the team
- Research investment and life-insurance options and help service accounts once properly licensed
- Back up the front office: phones, scheduling, applications, and walk-in help
- Protect advisor time by prioritizing documentation and deadlines
What you bring:
Required -
- Reliable in-person presence at 1401 Main Street, Onalaska (greater La Crosse)
- Strong writing, phone manner, and Microsoft Office / Excel skills
- Comfort juggling details without dropping them
- Ability to pass fingerprint, criminal, and credit background checks
- Willingness to pass the SIE exam if you are not already licensed
Preferred -
- Associate degree or higher
- Customer service, banking, insurance, legal support, marketing, or sales experience
- Calm, warm style with people who are making money decisions
Schedule and pay
- Full-time, 36 hours per week
- Office closes Friday at 12:30 p.m.
- Paid Christmas Eve through New Year’s Day
- Extra paid days: Friday before Memorial Day and Labor Day, Presidents’ Day, and Martin Luther King Jr. Day, plus earned vacation
- Salary $38,000–$48,000 based on experience
- Professional development and a path that can grow into independent advisory work within about three years
This is not a sales-floor job and not remote. It is a small, established team serving families across the Coulee Region.
Apply on Indeed. Please include a resume. Candidates who move forward may also send a detailed resume to mark@financialoscopy.com.
Pay: $38,000.00 - $48,000.00 per year
Benefits:
- Paid time off
- Professional development assistance
Work Location: In person
Client Service Associate (Client Advocate) — Financialoscopy Inc.
Onalaska, WI | In-person | Full-time | $38,000–$48,000 | 36-hour week
Help clients of a nearly 40-year La Crosse–Onalaska financial firm feel known, organized, and taken care of. This is a client-facing support role with a path toward licensed advisory work.
About the role:
You are the connective tissue between clients and advisors. You handle daily communication, document every important detail, prepare meetings, and keep work moving so advisors can spend time with people—not paperwork.
What you will do:
- Communicate with clients by phone, email, notes, and video; keep a complete written record of conversations, concerns, and next steps
- Prepare appointment folders, compile advisor notes, and start financial-model updates from statements and client information
- Sit in on meetings, take notes, send recaps, and track action items with the team
- Research investment and life-insurance options and help service accounts once properly licensed
- Back up the front office: phones, scheduling, applications, and walk-in help
- Protect advisor time by prioritizing documentation and deadlines
What you bring:
Required -
- Reliable in-person presence at 1401 Main Street, Onalaska (greater La Crosse)
- Strong writing, phone manner, and Microsoft Office / Excel skills
- Comfort juggling details without dropping them
- Ability to pass fingerprint, criminal, and credit background checks
- Willingness to pass the SIE exam if you are not already licensed
Preferred -
- Associate degree or higher
- Customer service, banking, insurance, legal support, marketing, or sales experience
- Calm, warm style with people who are making money decisions
Schedule and pay
- Full-time, 36 hours per week
- Office closes Friday at 12:30 p.m.
- Paid Christmas Eve through New Year’s Day
- Extra paid days: Friday before Memorial Day and Labor Day, Presidents’ Day, and Martin Luther King Jr. Day, plus earned vacation
- Salary $38,000–$48,000 based on experience
- Professional development and a path that can grow into independent advisory work within about three years
This is not a sales-floor job and not remote. It is a small, established team serving families across the Coulee Region.
Apply on Indeed. Please include a resume. Candidates who move forward may also send a detailed resume to mark@financialoscopy.com.
Pay: $38,000.00 - $48,000.00 per year
Benefits:
- Paid time off
- Professional development assistance
Work Location: In person
See All 19 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 Annex Wealth Management, Merit Financial Advisors, and Western Veterinary Partners and others right now, based on current listings on Migrate Mate as of September 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, La Crosse, and Manitowoc 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 40% of client service associate openings tied to Wisconsin are remote or hybrid as of September 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 19 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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