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Client Experience Jobs in Wisconsin (NOW HIRING)

Drake and Associates

Client Experience Specialist

Mequon, WI · On-site

$15.50 - $19.50/hr

Client Experience Specialist Drake & Associates is a growing financial planning firm focused on delivering exceptional guidance and an ultimate client experience. As we continue to expand, we're ...

Drake and Associates

Client Experience Specialist

Mequon, WI

$15.75 - $19.75/hr

About This Opportunity The Client Experience Specialist will be responsible for a variety of operational, administrative, and client service functions that support the overall success and continued ...

Expert Institute

Client Experience Specialist

Milwaukee, WI · On-site

$17.50 - $22/hr

The Role The Client Experience Manager drives success across our partnership trial accounts by maximizing client engagement, ensuring seamless onboarding, and accelerating product adoption and ...

Expert Institute

Client Experience Specialist

Milwaukee, WI · On-site

$17.50 - $22/hr

The Role The Client Experience Manager drives success across our partnership trial accounts by maximizing client engagement, ensuring seamless onboarding, and accelerating product adoption and ...

Lake Ridge Bank

Client Support Manager

Waunakee, WI · On-site

Conduct call, chat, and interaction reviews to reinforce service quality and elevate client experience. * Serve as a role model for professionalism, leadership, and service while reinforcing Lake ...

Lake Ridge Bank

Client Support Manager

Waunakee, WI · On-site

Conduct call, chat, and interaction reviews to reinforce service quality and elevate client experience. * Serve as a role model for professionalism, leadership, and service while reinforcing Lake ...

Lake Ridge Bank

Client Support Manager

Waunakee, WI · On-site

Conduct call, chat, and interaction reviews to reinforce service quality and elevate client experience. * Serve as a role model for professionalism, leadership, and service while reinforcing Lake ...

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All JobsClient Experience JobsClient Experience Jobs in Wisconsin

Client Experience information

See Wisconsin salary details

$60.1K

$70.7K

$79.2K

How much do client experience jobs pay per year?

As of Jul 2, 2026, the average yearly pay for client experience in Wisconsin is $70,654.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,600.00 and $75,700.00 per year, depending on experience, location, and employer.

What is Client Experience?

Client Experience refers to the overall perception and satisfaction a client has when interacting with a company or service provider. It encompasses every touchpoint, from initial contact to ongoing support, and aims to ensure that clients feel valued, understood, and well-served. Professionals in Client Experience roles work to improve communication, resolve issues efficiently, and create a positive relationship that encourages loyalty and repeat business.

What are the key skills and qualifications needed to thrive as a Client Experience professional, and why are they important?

To thrive as a Client Experience professional, you need strong interpersonal communication, problem-solving abilities, and a background in customer service, often supported by a relevant degree or experience. Familiarity with customer relationship management (CRM) software and feedback analytics tools is typically required. Exceptional empathy, patience, and active listening help you build rapport and understand client needs. These skills ensure positive client interactions, driving satisfaction, loyalty, and business growth.

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

AspectClient ExperienceCustomer Service Representative
Primary FocusBuilding long-term relationships and enhancing overall client satisfactionHandling individual customer inquiries and resolving issues
Work EnvironmentStrategic, often involving cross-department collaborationOperational, primarily in call centers or retail settings
Required SkillsCommunication, relationship management, strategic thinkingCommunication, problem-solving, product knowledge
Common UsageIn industries like finance, tech, and consultingIn retail, telecom, and hospitality sectors

While both roles focus on customer interactions, Client Experience emphasizes strategic relationship building and long-term satisfaction, whereas Customer Service Representatives handle immediate inquiries and issue resolution. Understanding these differences helps in choosing the right career path or job search focus.

How does a Client Experience professional typically collaborate with other departments to improve customer satisfaction?

Client Experience professionals work closely with teams such as sales, product development, and customer support to identify and address client concerns. They often act as a liaison, gathering feedback from clients and sharing insights with internal teams to improve service offerings and processes. Regular meetings and cross-functional projects are common, ensuring that the client’s perspective is integrated into decision-making. This collaborative approach helps to create a seamless and positive client journey from initial contact through post-service support.
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 jobs in Wisconsin? For Client Experience jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Client Experience jobs in Wisconsin look for? The top searched job categories for Client Experience jobs in Wisconsin are:
What cities in Wisconsin are hiring for Client Experience jobs? Cities in Wisconsin with the most Client Experience job openings:
Client Experience jobs near you

Client Experience Specialist

Drake and Associates

Mequon, WI • On-site

$15.50 - $19.50/hr

Other

Posted 19 days ago

Job description

Client Experience Specialist

Drake & Associates is a growing financial planning firm focused on delivering exceptional guidance and an ultimate client experience. As we continue to expand, we're looking for motivated, high-performing individuals to join our team.

The Client Experience Specialist will be responsible for a variety of operational, administrative, and client service functions that support the overall success and continued growth of the business, allowing our Financial Advisors to remain focused on serving clients and driving business growth. This role plays a critical part in delivering the "Ultimate Client Experience," our number one core value, by helping create a seamless, welcoming, and high-quality experience for every client interaction.

The ideal candidate is highly organized, detail-oriented, and client-focused, with the ability to manage multiple priorities in a fast-paced environment. This person should be proactive, adaptable, and motivated to contribute to a collaborative team while helping maintain the exceptional level of service and care our clients expect.

Work Location: This role is based onsite at our Mequon office Monday through Thursday and requires onsite attendance at our Waukesha office on Fridays.

How You'll Make an Impact

  • Provide the Ultimate Client Experience by managing daily office operations and delivering an exceptional client experience
  • Answer phones and greet clients in a warm, professional, and positive manner
  • Serve as the first point of contact for clients and prospects
  • Assist clients with questions, concerns, and service-related requests
  • Build and maintain strong client relationships
  • Manage scheduling and assist with calendar coordination for Financial Advisors
  • Maintain and organize both electronic and paper filing systems
  • Oversee office supplies and outgoing correspondence
  • Maintain accurate client records and database management
  • Assist with administrative and industry-specific tasks as needed
  • Help ensure the office operates efficiently while supporting continued business growth

What We're Looking For

  • 5+ years of office or administrative experience in a fast-paced environment
  • Financial industry experience preferred, but not required
  • Experience with scheduling, Google Calendar, and multi-line phone systems
  • Strong proficiency with office technology and database management

What Makes You a Great Fit

  • Motivated to provide the Ultimate Client Experience through exceptional relationship management and professional verbal and written communication
  • Strong ability to prioritize tasks and manage time effectively
  • Strong attention to detail and follow-through
  • Positive, team-oriented attitude
  • Ability to stay organized and adaptable in a fast-paced environment
  • Self-motivated with a proactive approach to problem-solving

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