104 Results for

Client Associate Jobs in Milwaukee, WI

Jobs

New!

Franklin, WIToday

The Account Maintenance & New Accounts team within Investment Client Services supports our field partners and clients by resolving servicing needs and completing account-related requests accurately and efficiently in a regulated, client-focused environment. Expert at resolving inquiries and transactions from clients (Financial Representatives) on basic, intermediate (semi-complex), calls and transactions in a registered area and proficient at complex work.

New!

Franklin, WI1 day ago

Educational Background: Associate's degree in business or a related field, or an equivalent combination of education and experience, specifically in customer service: For customer service aminimum of 4 years of customer service experience preferably with a focus on asset movement, related transactions, or financial services demonstrating proven customer service skills. Provide Exceptional Service: Deliver a personalized and remarkable experience for our field partners and their staff by answering questions related to asset movement, providing detailed servicing options, and assisting them through asset movement transaction procedures or services in a call center environment.

New!

Franklin, WIToday

As a Specialized Client Care Services Representative on the NRF team, you will play a key role in delivering high-quality service experiences by supporting clients and internal partners with more complex service needs. Embraces new technology, educates clients and Financial Representatives on our client website and self-service capabilities and understands risks and impacts that the transaction has on the client or policy.

New!

Milwaukee, WIToday

$55,000–$65,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Here are some of the experience we are looking for: putting together full sets of CDs, permitting, RFIs, and site visits for upfront verification, during construction, punch-lists, and meeting with the city for permit related requirements.

New!

Milwaukee, WI3 days ago

$60,000–$100,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

New!

Franklin, WIToday

Remote

$22–$33 Per Hour

Resolve inquiries and transactions: Handle basic and intermediate (semi‑complex) calls and transactions from financial representatives and clients in registered areas while building proficiency in more complex work. Support suitability & compliance: For fixed, variable, blended, or portfolio income plans, confirm required suitability forms are completed by licensed/trained financial representatives.

New!

Franklin, WIToday

Becomes proficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions in a Specialized area. Embraces new technology, educates clients and Financial Representatives on our client website and self-service capabilities and understands risks and impacts that the transaction has on the client or policy.

New!

Franklin, WIToday

Remote

The analyst also contributes to continuous improvement efforts, embraces new technology, and educates clients and field partners on digital/self-service capabilities—helping strengthen relationships and support client retention. The Investment Client Services Analyst (Series 7/63) is a licensed, client-facing role responsible for supporting clients and registered financial representatives with investment account questions, performance inquiries, and securities transactions.

New!

Racine, WI6 days ago

Our legitimate email communications will always come from an @ascension.org email address; do not trust other domains, and an official offer will only be extended to candidates who have completed a job application through our authorized applicant tracking system. Recognized as one of the Best 150+ Places to Work in Healthcare and a Military-Friendly Gold Employer, you’ll find an inclusive and supportive environment where your contributions truly matter.

New!

Franklin, WI1 day ago

The individual will be responsible for designing and integrating a wide array of wealth management strategies and family office services to align a high-net-worth or ultra-high-net-worth family’s financial capital with its values, long-term vision, and family dynamics for a seamless client experience. Strong expertise across multiple areas of wealth management including financial planning, insurance and investment products, estate and business planning, and other HNW planning strategies with a deep understanding of the implications a particular solution may have on others.

Waukesha, 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.

Milwaukee, WI24 days ago

Full-time

Finance ActivitiesPartner with the Corporate Controller to maintain accounts payable records, including processing hard dollar invoices, supporting soft dollar arrangements, and reviewing mutual fund expenses, ensuring accuracy and timely processing. Provide backup support for daily operations team, to ensure a strong internal control environment and adherence to policies and procedures, including:Review of security pricing in accordance with established policies and confirm appropriate application of fair value determinations made by the Pricing Committee.

New!

Milwaukee, Wisconsin6 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.

Milwaukee, Wisconsin19 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.

Milwaukee, Wisconsin15 days ago

Milwaukee, Wisconsin14 days ago

Milwaukee, Wisconsin10 days ago

Milwaukee, Wisconsin14 days ago

Milwaukee, WI30+ days ago

Remote

You'll discover how our employees love their jobs, driven by the meaningful connections they make and the positive impact they have on our clients' businesses. At INFUSE, we're seeking a passionate Client Success Specialist to join our team, where your efforts directly contribute to our clients' satisfaction and our company's success.

Brookfield, Wisconsin30+ days ago

The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. This is an 18-month structured learning and development program that will equip upcoming and recent college graduates, as well as career changers, with the skills and knowledge needed to excel in the world of insurance brokering and risk management.

FRANKLIN, WI30+ days ago

Expert knowledge of investment or income products or markets (i.e. VA, VL, VUL, Retirement & Business markets) An expert understanding of tax. resolving inquiries and transactions from Financial Reps and clients on.

Milwaukee, WI30+ days ago

$75,000–$124,800 Per Year

Build and maintain strong relationships with Fiserv Academy teams, cross-business Fiserv roles, and clients to understand and deliver tailored outcomes. For incentive eligible associates, the successful candidate is eligible for an annual incentive opportunity which may be delivered as a mix of cash bonus and equity awards in the Company’s sole discretion.

Milwaukee, Wisconsin18 days ago

Milwaukee, Wisconsin30+ days ago

Remote

Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. You’ll collaborate closely with a supportive, high‑performing team that lives the Wipfli Way — grounded in integrity, caring, excellence, and teamwork — while contributing to the growth and impact of our practice.

Racine, Wisconsin30+ days ago

Assists Consumer, Private, and Business Banking customers and team with the with deposit and loan account inquires, digital suite of services including but not limited to enrollments, bill pay and Zelle service requests, password reset, account unlocks, personal financial management, external transfers, related account maintenance, issue resolution, and appropriate customer follow up. Participates in educational opportunities to stay abreast of industry trends and advancements including review of MyJFG upgrades, telephony upgrades, Consumer product enhancements, financial regulations, procedure changes, and participation in advisory/professional groups, forums, and conferences.

Milwaukee, WI30+ days ago

A Client WAN Engineer will work hand in hand within the team and also with other Network Engineering teams, Network Operations and development teams to collaborate on automation ideas to help enhance network deployments both increasing productivity and delivering to market sooner which will result in greater revenue. A Client WAN Engineer will be the interface to both the Fiserv Business Units and their customers to provide the best-in-class design and deployment for remote customer network connectivity enabling the consumption of all Fiserv services.

Milwaukee, Wisconsin30+ days ago

Wipfli’s accounting advisory practice is seeking a Manager with strong healthcare and post‑acute care experience to serve as an outsourced controller and support our skilled nursing industry clients. In this role, you will provide controller‑level advisory by delivering strategic financial insights, guiding clients through budgeting, forecasting, and operational improvements, and supporting long‑term financial stability.

Milwaukee, Wisconsin30+ days ago

Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Preferred proficiency in industry accounting software, e.g., QuickBooks Online, Netsuite, Sage Intacct, Microsoft Dynamics Business Central, and a demonstrated ability to embrace new technologies.

Milwaukee, Wisconsin30+ days ago

Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Preferred proficiency in industry accounting software, e.g., QuickBooks Online, Sage Intacct, Netsuite, Microsoft Dynamics Business Central, and a demonstrated ability to embrace new technologies.

Waukesha, Wisconsin30+ days ago

$80,000–$90,000 Per Year

Partner closely with sales agents, Corporate Benefits Specialists, and internal teams to drive client satisfaction, retention, strategic planning, and identification of value‑added opportunities. Lead implementation for new and existing accounts, including carrier RFPs, plan setup, presentations, compliance education, system configuration, and training HR teams on new benefit offerings.

FRANKLIN, WI30+ days ago

JOB REQUIREMENTS: We're hiring for multiple ICS teams: Asset Movement, Account Maintenance & Features, Transfers, and New Account Opening. on team placement: Asset Movement - Money movement requests (e.g., disbursements, journals, wires).

Milwaukee, WI23 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.

Racine, WI26 days ago

Full-time

Delafield, WI23 days ago

Full-time

Fox Point, WI30 days ago

Full-time

Germantown, WI30+ days ago

Full-time

Whitefish Bay, Wisconsin26 days ago

Franchise owners are solely responsible for all employment decisions and matters regarding their independently owned and operated studios. At Elements Massage Whitefish Bay, we create a space where clients can slow down, reset, and.

Milwaukee, WI24 days ago

Remote

Full-time

Provides support and information to internal Military Veteran Services (MVS) customers related to MTF Enrollment support topics, including eligibility, enrollment, complex fee-related enrollments, status changes, reinstatements, refunds, fees, split-enrollments, and dis-enrollments. • Researches, problem solves, and processes more complex fee-related enrollments, status changes, reinstatements, refunds, fees, split-enrollments, and dis-enrollments.

Racine, Wisconsin30+ days ago

Actively join calls with lead Relationship Manager on identified target segments, prospects, centers of influence, etc. to support new business development and client acquisition efforts. Assist Client Service Specialists with client services activities, client calls; understand the process of service-related requests.

Brookfield, Wisconsin19 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.

Brookfield, WI30+ days ago

$25–$30 Per Hour

Our Lead Brand Ambassadors bring this belief to life by delivering exceptional hospitality, supporting store leadership, and elevating the customer experience through service, storytelling, and design expertise. You'll partner closely with the Store Manager and Assistant Store Manager to ensure operational excellence, support training, nurture customer relationships, and help drive business results.

Brookfield, WI30+ days ago

$20–$26 Per Hour

Maintain cleanliness throughout the store by performing tasks such as dusting, vacuuming, steaming and ensuring shared areas like the bathroom are regularly cleaned and well-stocked. Individual pay rate decisions are based on several factors, including qualifications for the role, experience level, skillset, scope of the role, and internal peer benchmarking.

Brookfield, WI30+ days ago

$19–$22 Per Hour

Hales Corners, WI20 days ago

$12–$15 Per Hour

In addition to great pay, we offer our Retail Customer Service Associate paid time off, paid holidays, Our ideal candidate will be eager to learn small electronic device repair and has excellent customer service skills. You arrive for each shift excited to meet new people, promote and assist with products, services, and solutions associated with the Batteries Plus Bulbs operation.

Milwaukee, WI30+ days ago

$77,000–$214,000 Per Year

A career within International Tax Services will provide you with the opportunity to help PwC address their cross border tax needs both locally and globally by managing their global tax rates, finding areas of cost reduction, and responding to inquiries from regulatory authorities. Our International Tax Services Generalist - Practice Support team advises PwC Client Services team advises clients on tax laws and reporting, legislation and planning strategies based on the geography and jurisdiction.

Milwaukee, WI30+ days ago

$77,000–$214,000 Per Year

You’ll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You shall focus on building client relationships and developing a deeper understanding of the business context, navigating increasingly complex situations, and growing your personal brand and technical proficiency.

Milwaukee, WI30+ days ago

$10–$15 Per Hour

Our promotional marketing company is looking for a Customer Service Associate who can assist clients with product issues and help to maintain a high customer retention level. Work on special short-term projects to offer customized support for new products or products at end-of-life.

Pewaukee, WI30+ days ago

$13–$14 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. Print and Tech Expertise: Works to continually develop personal selling skills and product knowledge through sales and service tools provided which includes successful completion, at minimum, of Tech, Print, and other applicable training.

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Client Associate Jobs in Milwaukee, WI

Jobs

Investment Client Srvcs Analyst (Acct Maintenance) - HybridNorthwestern Mutual

Investment Client Srvcs Analyst (NRF) (Asset Movement) - HybridNorthwestern Mutual

Specialized Client Care Srvcs Rep (NRF)Northwestern Mutual

Architectural Project AssociateJobot

Account Executive, Business Development/Client Services (Finance & Accounting Staffing)Vaco LLC

Registered Client Care Srvcs Rep (S6/63) - IMS - RemoteNorthwestern Mutual

Specialized Client Care Srvcs RepNorthwestern Mutual

Brokerage Services Registered Analyst - Series 6/7/63 - RemoteNorthwestern Mutual

Registered Nurse Case ManagementAscension

Family Wealth StrategistNorthwestern Mutual

Client Service Associate - NRStifel

Investment Operations and Client Service AssociateMRA Recruiting Services

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

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, 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

Client Success Associate (Entry level, Remote)INFUSE

Client Service Manager Trainee - Achieve July 2026Gallagher

Investment Client Srvcs AnalystNORTHWESTERN MUTUAL LIFE INSURANCE

Client Experience Technology AdvisorFiserv

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

Manager, Accounting Advisory Services - Nonprofit Industry ClientsWipfli Advisory LLC

Client Contact Center SpecialistJohnson Financial Group

Client WAN EngineerFiserv

Manager, Accounting Advisory - Skilled Nursing Industry ClientsWipfli Advisory LLC

Senior Manager, Accounting Advisory - Nonprofit Industry ClientsWipfli Advisory LLC

Manager, Accounting Advisory - Technology Industry ClientsWipfli Advisory LLC

Senior Manager, Accounting Advisory - Technology ClientsWipfli Advisory LLC

Client Success Specialist (Account Manager)Alera Group

Investment Client Srvcs Rep HybridNORTHWESTERN MUTUAL LIFE INSURANCE

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

J.P. Morgan Wealth Management - Private Client Advisor - Bristol, Kenosha, and Racine, WIJPMorgan Chase Bank, N.A.

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

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

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

Retail Sales Associate / Customer ServiceElements Massage

TRICARE Enrollment Client LiasTriWest Healthcare Alliance

Wealth - Associate Relationship ManagerJohnson Financial Group

Building Enclosure Senior Project AssociateECS Ltd

Retail Sales Associate - LeadBoll & Branch

Retail Sales Associate - Full TimeBoll & Branch

Retail Sales Associate - Part TimeBoll & Branch

Retail Customer Service Associate Full or Part TimeBatteries Plus - Empty Bee, LLC

International Tax Services - Senior AssociatePwC

Specialized Tax Services - Energy Incentives & Credits Senior AssociatePwC

Customer Service AssociateElite Media Communications

Retail Part Time Store AssociateOffice Depot

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