59 Results for

Client Associate Jobs in Madison, WI

Jobs

New!

Madison, WI4 days ago

$125,000–$150,000 Per Year

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Madison, Wisconsin30+ days ago

What You'll Be Doing: The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

Madison, WI30+ days ago

This role focuses on building strong relationships, addressing client needs, and helping maintain overall client satisfaction and loyalty. The Client Relations Associate serves as a key point of contact for clients, ensuring they receive exceptional service and support.

Madison, Wisconsin10 days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

New!

Madison, Wisconsin6 days ago

New!

Madison, Wisconsin4 days ago

Responsible for providing multiple clients with a variety of accounting and administrative services, including but not limited to: Responsibility for the full accounting processes, i.e. maintaining the general ledger, generating and posting all journal entries in a timely manner, coordinating monthly close, maintaining budgets and reporting on budget to actual, and preparing monthly/quarterly financial statements with related workpapers. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.

New!

Madison, Wisconsin5 days ago

New!

Madison, Wisconsin3 days ago

New!

Madison, Wisconsin6 days ago

Madison, WI30+ days ago

Remote

You will be responsible for building and leveraging relationships across multiple verticals — including enterprise, manufacturing, k-12, higher education, healthcare, and local government — to sell a wide range of technology solutions. Today, Xerox is continuing its legacy of innovation to deliver client-centric and digitally-driven technology solutions and meet the needs of today’s global, distributed workforce.

Madison, Wisconsin9 days ago

Sun Prairie, Wisconsin30+ days ago

This role also includes booking appointments with attention to detail, supporting a clean and comfortable studio atmosphere, and answering the phone in a way that reflects our commitment to exceptional care. Qualified candidates must have at least two years of sales and customer service experience in a retail environment, be a team-oriented thinker and possess the ability to learn new computer software.

MADISON, WI30+ days ago

payable, accounts receivable, account reconciliation, journal entries, general ledger and monthly, quarterly and year end reporting * Support. processing, month-end close, financial reporting and advisory services. to our clients to meet their complex financial needs.

Madison, WI30+ days ago

Full-time

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Fitchburg, WI30+ days ago

Full-time

Madison, WI30+ days ago

Full-time

Madison, WI30+ days ago

Full-time

Waunakee, Wisconsin25 days ago

ECS is currently ranked #60 in Engineering News-Record’s Top 500 Design Firms (April 2026), #148 in Engineering News-Record’s Top 200 Environmental Firms (October 2025) and #50 in Zweig Group’s Hot Firm List (May 2025). You will work closely with clients and multidisciplinary project teams to evaluate building envelope performance, support construction quality, and deliver practical consulting solutions across a variety of facility types.

Janesville, WI30+ days ago

$8.89–$13.78 Per Hour

About The ODP Corporation: The ODP Corporation is a leading provider of products and services through an integrated business-to-business (B2B) distribution platform and omnichannel presence, which includes world-class supply chain and distribution operations, dedicated sales professionals, online presence, and a network of Office Depot and OfficeMax retail stores. Disclaimer: The above statements are intended to describe the general nature and level of work being performed by associates assigned to this classification and are not intended to be a complete list of all responsibilities, duties and skills required of associates so classified.

Madison, Wisconsin25 days ago

A basic toolkit includes a multi-screwdriver, torx security bit set, hammer, cordless drill, allen wrench, box cutter, rubber mallet, socket set, needle nose pliers, precision wire cutters, crescent wrench, easy off, putty knife, microfiber cleaning cloth, and goo gone. At A Glance: If you enjoy hands-on project work, collaboration, and being active in retail environments, our Retail Merchandising Project Associate role offers the opportunity to support well-known consumer electronics brands through structured, multi-rep projects.

Madison, Wisconsin30+ days ago

$52,000–$61,000

Professionals in the areas of legal, business, tax, accounting, finance, audit, risk, compliance and healthcare rely on Wolters Kluwer's market leading information-enabled tools and software solutions to manage their business efficiently, deliver results to their clients, and succeed in an ever more dynamic world. Provide consultative customer service; help to determine customer goals, compliance challenges, and business needs, while utilizing product and industry knowledge to provide solutions and initiate orders crucial to corporate legal compliance.

New!

Madison, WI3 days ago

Remote

$23–$27 Per Hour
Full-time

Task Processing: Handle policy endorsements, audits, cancellations, reinstatements, lost policy releases, check requests, invoices, finance agreements, summaries of insurance, loss runs, MVRs, ID cards, certificates, binders, billing inaccuracies, and Agent of Record letters. New and Renewal Business Support: Conduct client research, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance.

Sun Prairie, WI27 days ago

With a 4-day work week (Fridays off), a premium compensation structure, and a direct path to ownership, this opportunity is designed for a clinician who wants to balance a high-level clinical lifestyle with a genuine quality of life. You will be supported by: Advanced Technology Suite: Practice with the best tools in the industry, including iTero digital scanners, CBCT/3D imaging, and soft tissue lasers to provide precise, minimally invasive care.

New!

Madison, WI4 days ago

Remote

$20.67–$24 Per Hour
Full-time

Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Task Management: Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows.

Madison, WI26 days ago

An exceptional veterinary hospital, with a dedicated team, is seeking an Associate Veterinarian to provide superior patient and client care to members of its community. of rewards and benefits that our partners may offer, but the specific details surrounding each hospital’s total rewards package will be provided by the hiring manager during each interview process.

MADISON, WI10 days ago

Remote

We are seeking a Telephonic Nurse Care Associate (LPN/LVN) who is passionate about patient engagement, chronic care support, and using technology to improve healthcare delivery. At AMC Health, we are transforming healthcare through advanced remote patient monitoring and virtual care solutions that help patients manage chronic conditions safely at home.

Madison, WI30+ days ago

Remote

$60,000–$75,000

Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.

Madison, WI30+ days ago

Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. + Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.

New!

Madison, WI1 day ago

From providing product knowledge and technical support to keeping the store running smoothly, you'll play an essential role in creating positive customer experiences while supporting daily operations. Bring your energy, customer service skills, and teamwork to Batteries Plus, and help us power the needs of customers in your community.

New!

Madison, WI4 days ago

Remote

$23–$27 Per Hour
Full-time

Janesville, WI30+ days ago

$55,000–$80,000 Per Year

through a wide portfolio of products + offerings, which include Fetch Health Forecast, our pet health and lifestyle blog, The Dig, and our partnerships with Project Street Vet and animal no-kill shelters across North America. Ask anyone who works here, it is an all-hands-on-deck, cross-functional, collaborative effort, where you will be able to interact with brilliant, creative, like-minded individuals who have an equally immense passion for pets.

Madison, WI, WI14 days ago

$80,000–$120,000 Per Year

B.S. / B.A., / Bachelors or Masters degree in accounting or equivalent (econ, business with focus in accounting, finance, stats) potentially on track to fulfilling the additional CPA credit hour requirement (additional education) OR on track to working towards the CPA in the future would be a plus. The firm performs a variety of client services including wealth management (estate), business advisory services, tax management, and building partnerships with high level leaders in the local business community.

MADISON, WI30+ days ago

Research Conduct securities research using Bloomberg Terminal, EMMA, MSRB, and other platforms Assist with monitoring and reconciling trade. portal Ideal candidates will possess a bachelor's degree in finance, business, economics or a related field or an equivalent combination of.

New!

Madison, Wisconsin1 day ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Design and implement end-state Global Business Services (GBS) and operating models across Finance, HR, IT, Procurement, Supply Chain, and Customer Operations, including process architecture, governance, service catalogs, organizational structures, and global delivery models (captive, outsourced, hybrid).

Madison, WI30+ days ago

This position provides banker to banker customer support to our community bank partners throughout the upper Mid-West, enhancing customer relationships through system support, daily transactions, and prompt, professional attention to customer needs. Bankers' Bank is a fast-growing, state-chartered financial institution with over $1.5 billion in assets committed to assisting community banks with their payments and financial service needs for over 40 years.

Madison, Wisconsin8 days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Design and implement end-state Global Business Services (GBS) and operating models across Finance, HR, IT, Procurement, Supply Chain, and Customer Operations, including process architecture, governance, service catalogs, organizational structures, and global delivery models (captive, outsourced, hybrid).

New!

Stoughton, WI3 days ago

Manufacturing Knowledge - Demonstrates the knowledge of manufacturing by correctly implementing changes in current processes, equipment, and applications to meet the function's needs and contribute towards continuous improvement. Maintains clean and orderly work area, including routine housekeeping tasks and machine cleaning tasks and performs planned operator care and maintenance tasks.

Madison, Wisconsin7 days ago

Madison, WI30+ days ago

Full-time

This role is ideal for someone with early insurance or insurtech experience who wants hands-on exposure to broker relationships, underwriting collaboration, and consultative sales in a fast-growing, mission-driven company. Do you enjoy working directly with brokers and clients, learning how deals get done, and supporting complex insurance solutions from first conversation through bind and renewal?.

Madison, WI30+ days ago

$22.27–$33.43 Per Hour

At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today.

Madison, WI30+ days ago

Works with full competence to envision and document the future state of processes and products by identifying the solution scope, potential value of the future state, and the changes to the process, products, organization infrastructure, capabilities, and technology necessary to achieve the desired future state. + Works without supervision and provides technical guidance when required to explore the depth and breadth of a problem, draw out the implications of not changing, and help clients self-discover and articulate the value of a solution.

Madison, WI30+ days ago

This role provides day‑to‑day operational support to the loan department, including posting loan payments and advances, processing address and risk rating changes, preparing loan payoff statements, and completing credit verifications. This includes confirming appropriate approvals in accordance with loan policy, preparing loan documents as requested by loan officers, and reviewing documents for accuracy and completeness both before and after closing, while adhering to regulatory and internal policy requirements.

Madison, Wisconsin8 days ago

Remote

Janesville, WI30+ days ago

$8.89–$13.78 Per Hour

Madison, Wisconsin23 days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Design and implement end-state Global Business Services (GBS) and operating models across Finance, HR, IT, Procurement, Supply Chain, and Customer Operations, including process architecture, governance, service catalogs, organizational structures, and global delivery models (captive, outsourced, hybrid).

Cambridge, WI30+ days ago

$60,000–$75,000 Per Year

Badger Veterinary Hospital in Cambridge, WI offers a wide range of comprehensive veterinary services, including wellness exams and vaccinations to dental care, internal medicine, and avian & exotic pet care. Pay Range$60,000—$75,000 USDAt PetVet Care Centers, we're committed to a Culture of Care — for pets, for the people who love them, and for the team members who make it all possible.

Madison, Wisconsin24 days ago

Madison, Wisconsin25 days ago

Remote

MADISON, WI30+ days ago

payable, or fixed assets Working with client personnel to reconcile. thinking abilities to help clients solve problems or apply your social.

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Client Associate Jobs in Madison, WI

Jobs

Associate AttorneyJobot

Client Service Associate - NRStifel

Client Relations AssociateBrewinc Events

Senior Associate, Client Accounting Services (CAS) - Not for ProfitBaker Tilly Advisory Group, LP

Senior Associate, Client Accounting Services - Small Business (Sage Intacct)Baker Tilly Advisory Group, LP

Senior Associate, Client Accounting Services - Family OfficeBaker Tilly Advisory Group, LP

Senior Associate- Client Accounting Services, Real EstateBaker Tilly Advisory Group, LP

Associate, Client Accounting Services (CAS) - Not-for-ProfitBaker Tilly Advisory Group, LP

Senior Associate, Client Accounting Services-Real EstateBaker Tilly Advisory Group, LP

Enterprise Client Executive - IT Solutions - SalesXerox

Senior Accountant, Client Accounting Services (CAS) - Not for ProfitBaker Tilly Advisory Group, LP

Retail Sales Associate / Customer ServiceElements Massage

Senior Accountant, NFP Client AccountingBAKER TILLY ADVISORY GROUP, LP.

J.P. Morgan Wealth Management - Private Client Advisor - East Towne Branch, Madison, WIJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Fitchburg, WIJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Sauk Creek Branch, Madison, WIJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Capital Downtown Branch, Madison, WIJPMorgan Chase Bank, N.A.

Building Enclosure Senior Project AssociateECS Ltd

Retail Part Time Store AssociateOffice Depot

Retail Merchandising Project AssociateChannel Partners

Customer Success AssociateWolters Kluwer

Senior Account Associate - Commercial Lines/Select Business Unit (SBU)Insurance Office of America

Associate DentistMorgan Dar

Account Associate - Shared ServicesInsurance Office of America

General Practice Care - Associate Veterinarian - Madison, WIUSVTA LLC

Telephonic Nurse Care AssociateAdvanced Monitored Caregiving Inc.

Financial Planning Associate (Remote)Davis Family Financial LLC

Part Time Associate Banker Wisconsin West, Madison (30 Hours)JPMorgan Chase

Retail Sales AssociateBatteries Plus

Account Associate - Commercial LinesInsurance Office of America

Pet Insurance Sales Associate - Janesville, WIFetch Pet Insurance

Tax Senior AssociateCaliber Recruiting Group

Investment Operations Associate -BankingBANKERS' BANK

Senior Associate - Shared Services & Operating Model ConsultingBaker Tilly Advisory Group, LP

Customer Support Associate - BankingBankers' Bank

Senior Associate - Advisory Consulting & Operating ModelBaker Tilly Advisory Group, LP

Production Associate IIIIconma

Associate, Private Equity Fund ServicesBaker Tilly Advisory Group, LP

Sales Associate (P&C Insurance)Understory, Inc.

Mortgage Intake Team AssociateCity National Bank

Traveling Transition Support Associate - 100% TravelRaymond James Financial, Inc.

Loan Processing AssociateFirst Business Financial Services Inc

Senior Tax Associate - Internal Partner/Individual Tax teamBaker Tilly Advisory Group, LP

Retail Part Time Store AssociateThe ODP Corporation

Senior Associate - GBS Advisory Consulting & Operating ModelBaker Tilly Advisory Group, LP

Part Time Associate VeterinarianPetVet Care Centers

Associate Data EngineerBaker Tilly Advisory Group, LP

Temporary Events AssociateBaker Tilly Advisory Group, LP

Sage Intacct Customer Support Senior AssociateBaker Tilly Advisory Group, LP

Associate AuditFORVIS

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