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Client Experience Manager Jobs in Wisconsin (NOW HIRING)

Alera Group

Individual Client Executive

New Richmond, WI · Hybrid

$78K - $106K/yr

Bachelor's degree in Business, Marketing, Communications, or related field preferred * 2+ years of experience in client relationship management, sales, or account management * WI Life and Health ...

Choreo

Client Service Associate

Madison, WI · On-site

$14.50 - $20.25/hr

Client Service Associate Rockford, IL or Madison, WI Choreo is a wealth management firm built on an ... Experience of 3 or more years in a Wealth Management, Tax, or Financial Services related industry

Franklin Covey

Client Partner - Education

Madison, WI · On-site

$105/hr

Managing Director Location: Remote - Anywhere in the contiguous US Role Specifics: This position is ... Experience selling to K-12 districts strongly * Proven track record of: * Consistently attaining or ...

Acrisure

Transportation Client Advisor

Stevens Point, WI

$75K - $150K/yr

Demonstrated technology skills, including experience using CRM and AI applications. If you're ready ... or Client Advisor, we invite you to submit an application today and take the next step in your ...

LPL Financial

Part-Time Client Service Associate

Hudson, WI · On-site

$23.52 - $39.17/hr

... experience. This position is responsible for administrative tasks, client relationship management, and operational support within the branch office. The ideal candidate is highly organized, detail ...

LPL Financial

Part-Time Client Service Associate

Hudson, WI · On-site

$23.52 - $39.17/hr

... experience. This position is responsible for administrative tasks, client relationship management, and operational support within the branch office. The ideal candidate is highly organized, detail ...

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All JobsClient Experience JobsClient Experience Manager JobsClient Experience Manager Jobs in Wisconsin

Client Experience Manager information

See Wisconsin salary details

$28.3K

$58.7K

$106K

How much do client experience manager jobs pay per year?

As of Aug 7, 2026, the average yearly pay for client experience manager in Wisconsin is $58,680.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,300.00 and $62,100.00 per year, depending on experience, location, and employer.

What is the difference between Client Experience Manager vs Customer Service Manager?

AspectClient Experience ManagerCustomer Service Manager
Primary FocusEnhancing overall client experience and satisfactionManaging customer support and service operations
Work EnvironmentStrategic roles, often cross-departmentalOperational, frontline customer support teams
Required CredentialsRelevant experience in customer relations, marketing, or salesCustomer service experience, leadership skills
Industry UsageUsed across industries focusing on client retentionCommon in retail, hospitality, and service sectors

The Client Experience Manager focuses on strategic initiatives to improve the overall client journey, while the Customer Service Manager oversees daily support operations. Both roles require customer relations skills but differ in scope and responsibilities.

How does a client experience manager typically collaborate with other departments to enhance customer satisfaction?

Client Experience Managers frequently partner with teams such as sales, product development, and customer support to identify pain points and streamline the client journey. They facilitate cross-functional meetings, gather and analyze client feedback, and work with internal stakeholders to implement improvements. This collaborative approach ensures that the client’s voice is represented in company decisions and that solutions are delivered efficiently, ultimately strengthening long-term client relationships.

What are the key skills and qualifications needed to thrive as a client experience manager?

To thrive as a Client Experience Manager, you need a solid understanding of customer service principles, project management, and client relationship building, often supported by a degree in business or a related field. Familiarity with CRM software, customer feedback tools, and data analytics platforms is typically required. Exceptional communication, problem-solving, and leadership skills enable you to proactively address client needs and foster loyalty. These competencies drive customer satisfaction, retention, and the overall success of the organization.

What does a client experience manager do?

A client experience manager develops processes for each step of the customer lifecycle. Their responsibilities are to build relationships with clients and seek feedback in order to improve the overall client experience on behalf of a company or brand. A client experience manager also oversees the client experience (CX) team, making sure that each team member is efficient and effective in the resolution of customer issues. The qualifications you need include a bachelor’s degree in a relevant field as well as experience.

More about Client Experience Manager jobs
What are the most commonly searched types of Client Experience jobs in Wisconsin? The most popular types of Client Experience jobs in Wisconsin are:
What are popular job titles related to Client Experience Manager jobs in Wisconsin? For Client Experience Manager jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Client Experience Manager jobs in Wisconsin look for? The top searched job categories for Client Experience Manager jobs in Wisconsin are:
What cities in Wisconsin are hiring for Client Experience Manager jobs? Cities in Wisconsin with the most Client Experience Manager job openings:
Client Experience Manager jobs near you
Infographic showing various Client Experience Manager job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 19% Part Time, and 4% Contract. Highlights an 93% Physical, 1% Hybrid, and 6% Remote job distribution, with an average salary of $58,680 per year, or $28.2 per hour.

Client Services Associate

Robert Half

Mequon, WI • On-site

$55K - $65K/yr

Full-time

Medical, Retirement, PTO

Posted 21 days ago

Job description

Robert Half is working with a investment and wealth management client in the recruiting for a Client Service Associate to support their existing business. This role will serve as a key point of contact for client service needs while providing administrative and operational support to advisors and internal teams. The ideal candidate is highly organized, service-minded, and capable of managing multiple priorities in a fast-paced financial services environment.


Offering competitive health insurance, generous annual bonus targeted up to 15%, 7% retirement contribution and 3+ weeks PTO to start.


Key Responsibilities

  • Provide day-to-day service and support for existing retirement plan clients, ensuring a high level of responsiveness and professionalism.
  • Act as a liaison between clients, advisors, recordkeepers, custodians, and internal departments to facilitate timely resolution of requests and issues.
  • Support advisors with administrative tasks related to retirement plan accounts, client reviews, meeting preparation, and follow-up.
  • Coordinate and maintain client records, plan documents, service calendars, and account documentation in accordance with firm policies and compliance requirements.
  • Assist with onboarding new retirement plan relationships and implementing changes for existing plans.
  • Prepare client meeting materials, reports, presentations, and investment review packages.
  • Monitor account activity and help ensure service requests, distributions, contributions, and other transactions are processed accurately and on time.
  • Maintain accurate notes and updates in CRM and other firm systems.
  • Schedule client meetings, annual reviews, and advisor appointments, and manage related logistics.
  • Respond to client inquiries regarding retirement plan administration, service issues, and account-related matters, escalating more complex issues as needed.
  • Partner with advisors and operations staff to support workflow efficiency and deliver a seamless client experience.
  • Help ensure all activities are completed in accordance with regulatory requirements, internal procedures, and service standards.


  • Bachelor’s degree preferred or equivalent professional experience.
  • 2+ years of client service, administrative, or operations experience in wealth management, retirement plan services, investment advisory, or financial services.
  • Experience supporting retirement plans such as 401(k), 403(b), pension, or qualified plans preferred.
  • Excellent verbal and written communication skills.
  • Ability to manage multiple tasks and deadlines in a fast-paced environment.
  • Proficiency with Microsoft Office, including Excel, Word, and Outlook; CRM experience preferred.
Robert Half logo

About Robert Half

Sourced by ZipRecruiter

Founded in 1948, Robert Half pioneered the idea of professional talent solutions to connect opportunities at great companies with highly skilled job seekers. As business needs changed, we evolved to offer specialized talent solutions for finance and accounting, technology, administrative and customer support, creative and marketing, and legal fields. In 2002, we introduced our subsidiary, Protiviti, a global independent risk consulting and internal audit service, to support companies as they faced more strategic business challenges.

Industry

Recruiting and staffing services

Company size

10,000+ Employees

Headquarters location

San Ramon, CA, US

Year founded

1948

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