Client Services Associate
Market Value Southwest
Milwaukee, United States | Posted on 09/16/2026 Market Value Southwest is a marketing and customer engagement company that helps brands connect with their audiences through strategic campaigns, live experiences, events, and brand activations. Our collaborative team combines creative thinking, thoughtful planning, and hands-on execution to deliver professional, engaging experiences tailored to each client’s goals. Job Description We are seeking a Client Services Associate to support client communication and help ensure a consistent, professional service experience. This role serves as a key point of contact for day-to-day client needs while coordinating with internal teams to keep requests, updates, and ongoing activities organized. The Client Services Associate will assist with client inquiries, provide relevant information, coordinate follow-up, and help maintain strong working relationships. This position is well suited for someone who communicates professionally, stays organized, and enjoys working with both clients and internal teams. Responsibilities Serve as a point of contact for routine client questions and service needs Provide clients with accurate information regarding services, programs, and current initiatives Coordinate client requests and follow up on outstanding items Maintain regular communication to provide updates and ensure timely responses Assist with the preparation of client materials, presentations, and service information Maintain organized and accurate records of client interactions and activity Coordinate with internal departments to support client requests and ongoing projects Monitor open items and help ensure appropriate follow-through Gather client feedback and communicate relevant information to the team Assist with scheduling, documentation, and other client-related administrative needs Develop familiarity with company services and processes to provide informed support Help maintain a professional and consistent client experience Support client programs, meetings, and special initiatives as needed Requirements Bachelor’s degree or 1–2 years of relevant professional experience Strong written and verbal communication skills Excellent interpersonal and relationship-building abilities Strong organizational skills and attention to detail Professional and confident when communicating with clients Ability to prioritize multiple requests and responsibilities Strong follow-through and problem-solving skills Comfortable collaborating with multiple internal teams Ability to learn company services, processes, and procedures Previous experience in client services, account support, customer service, business operations, hospitality, or another client-facing environment is preferred Comprehensive training and ongoing support Hands-on client services and account support experience Collaborative and team-oriented work environment Exposure to multiple areas of business operations Opportunities to strengthen communication, organization, and relationship-management skills Opportunities for continued growth and increased responsibility #J-18808-Ljbffr Market Value Southwest
- Our client is a growing, team-oriented wealth management firm committed to delivering an exceptional client experience through thoughtful... ...members to thrive in their lane. They are seeking a Client Service Associate to support an Advisor and clients. This role plays a critical...Suggested
- ...Build relationships. Help clients prepare. Grow professionally. AO Globe Life is expanding its remote workforce and seeking motivated individuals to join us as Client Financial Protection Representatives . In this role, you’ll work directly with individuals and families...SuggestedHourly payWeekly payFull timeFor contractorsLocal areaRemote work
$52.52k - $72.01k
..., we have an enthusiasm for helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will...SuggestedFull time- ...This entry-level position supports client satisfaction through relationship-focused communication, service coordination, and in-person assistance. STYLE Interactive, collaborative and customer-facing Primary responsibilities · Welcome and assist clients face to...Suggested
- ...Description Do you enjoy developing strong client relationships and creating meaningful partnerships? As a Client Relations Associate , you'll serve as a key connection... ...partners and supporting the delivery of client services to partners is key to the effectiveness...SuggestedPermanent employmentInternshipFlexible hours
- ...development, investment and property management for healthcare clients and other leading institutions. Hammes is consistently ranked as... ...healthcare real estate development industry and the Company’s service offerings in order to assist in lead generation and expanding the...
- ...administrative duties for all departments. Maintains positive contact with clients, attorneys, and staff and observes confidentiality of client... ..., kitchen/break areas, and offices.Position requires client service focus, ensuring proficient communication, teamwork,...Work at officeMonday to Friday
- ...AO Globe Life is growing, and we’re hiring Remote Client Support Specialists to join our mission-driven, fully remote team. This opportunity... ..., communications , or anyone who thrives in a people-focused, service-driven environment. We provide structured training,...Weekly payFull timeRemote workFlexible hours
$130.9k - $196.4k
...practice innovation, IT, and other business teams to identify high-value opportunities to improve legal service delivery, enhance efficiency, and support exceptional client service. The Practice Innovation Attorney will lead the development and implementation of practical,...Contract work$72k - $184.44k
...The Opportunity As a Managed Services - Controllership & Accounting - Senior Associate, you will play a pivotal role in delivering outsourced solutions that help clients streamline operations, reduce costs, and enhance efficiency. You will be involved in executing...Contract workH1b$50k - $55k
...Company Description At Swift7 Consultants, we are committed to delivering exceptional service and creating positive experiences for both our clients and customers. We believe that great teams are built through collaboration, professionalism, and a dedication to excellence...Full time- Accenture is a global professional services company with leading capabilities in digital,... ...and human ingenuity every day, serving clients in more than 120 countries. We embrace the... ...(minimum 12 years) work experience. (If Associate’s Degree, must have minimum 6 years work...Full timeWork experience placementLive inWork at officeLocal areaShift work
- We are looking for an experienced Director of Personal Trust Services to lead trust administration operations for a Financial Services... ...trusts, guardianships, and select specialty assets. The role blends client service leadership, fiduciary oversight, and process...Long term contract
- ...Are:Accenture is a global professional services company with leading capabilities in digital... ...and human ingenuity every day, serving clients in more than 120 countries. We embrace... ...equivalent (6 years) work experience. If an Associate's Degree, 3 years of work experience is...Full timeWork experience placementLive inWork at officeLocal area
$200k - $400k
***Relocation to Albuquerque, NM is required (assistance provided)*** About Us: Dedicated to client service. Most highly reviewed and largest personal injury firm in New Mexico. Top culture: "Best Place to Work" and "Top Workplace" for six and five consecutive...Work at officeRelocationRelocation packageMonday to Friday- ...Client Service Specialist – Join Our Team at Kesslers Diamonds! Location: Brookfield, WI Job Type: Full-Time At Kesslers Diamonds, we're more than a jewelry store—we're a team of passionate, dedicated people who love creating unforgettable experiences for our clients...Full timeWork at officeImmediate start
- ...opening for a Funeral Director at Krause Funeral Home & Cremation Services in Milwaukee, WI. The Funeral Director manages all phases of... ...disposition. Overview and Responsibilities: Presents every client family with all service and merchandise options – Every Family,...Work at office
$55.29 per hour
...Adecco is assisting one of their top clients to fill a Field Reimbursement Manager role... ...FRM) to support access and reimbursement services for a specialty pharmaceutical product.... ...Benefit offerings available for our associates include medical, dental, vision, life insurance...Hourly payTemporary workLocal areaRemote workShift work- ...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to... ...communication, people, organizational, and client service skills Attention to detail coupled with the mindset of...Full timeFlexible hours
$99k - $232k
...Managed Services - SAP BRIM - Manager The OpportunityAs a Managed Services - SAP BRIM - Manager, you will play a pivotal role in delivering... ...consulting services across various SAP applications, helping clients optimize operational efficiency and achieve their strategic...$21.77 per hour
...Sr Specialized Client Care Services Representative This is a Hybrid role for Milwaukee, WI 3 days on site and 2 days' work from home... ...needs and customer demand. What You'll Bring to the Role Associate degree in business or related field, or equivalent combination...Work from homeShift work- ...Client Specialist As a Client Specialist, you will: Be responsible for the client service and business operation functions of one or more Financial Advisors following a... ...you to grow as a professional Team of associates passionate about achieving great results...Work experience placementWork at officeFlexible hours
$16 per hour
...Customer Service Representative The Customer Service Representative (CSR) is the primary point of contact for customers, handling... ...communication. ~ Strong communication skills to interact with clients and provide customer service. ~ High School Diploma or GED, preferred...Hourly payWeekly payWork at office$76.5k - $96.5k
...Henricksen (Oak Brook, IL) is a full-service contract furniture dealership specializing... ...the order life cycle in alignment with client goals and mutual agreements. The Account... ...Experience Required : Bachelor’s or associate degree in marketing, business...Full timeContract workFor contractorsWork at office- ...Charles Schwab, you're empowered to make a meaningful impactfor clients and for your career. As a Client Relationship Specialist (CRS),... .... This role is an excellent entry point into the financial services industry, offering hands-on client interaction, exposure to wealth...Flexible hours
$21.77 per hour
...Registered Client Care Services Representative The Registered Client Care Services Representative delivers exceptional, personalized service... ...business and customer demands. Qualifications Associate degree in business or related field, or equivalent combination...Remote jobShift work$50k - $100k
...Financial Group Position Acts as the primary client contact to uncover financial needs and... ...on products, pricing, and services; connecting customer with experts based... ...demonstrating knowledge of banking products, associated services, pricing strategies, and profitability...Temporary workPart timeLocal area$55k - $60k
Join to apply for the Client Services Representative role at SPS Health 4 days ago Be among the first 25 applicants Join to apply for the... ...Setup/Documentation Specialist Client Services and Operations Associate Client Service Representative - Financial Firm - Waukesha, WI...Full timeApprenticeshipWork at officeLocal areaRemote workNight shift$21.77 per hour
Home Find a Job Licensed Customer Service Rep - Remote Nationwide (Series 6/63 or 7/63)... ...6/63 or 7/63) This role is part of the Client Services Operations organization and supports... ...range of investment-related inquiries. Associates in this role handle phone-based and...Remote jobFlexible hours- ...Description Director of Personal Trust Services The Director of Personal Trust Services... ...service is provided to trust clients. Sets and maintains client service levels... ...Leadership Conveys confidence in associates' ability to be successful, especially with...
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